Introduction

 Introducing the concepts that differentiate our to-down approach to investing

Route Planner | Best Guess | Investment Cycles | Proprietary Indices |  Chart Features | Research Universe | Risk Assessment | Financial Alphabet Soup |  Market Profiles | Investment Jargon | Investing Traps | Summary Tables

Route Planner

Navigation - An executive summary of our site, showing graphically how the sections relate, describing the many alternative ways of getting around our site and explaining how subscribers can use the RouteMaps for reviewing global bond, forex and stock markets.

Best Guesses

Stop / Go Signals for Investors - The strengths and limitations of our various forecasting methods; econometric forecasts, buy & sell signals and playing the percentage odds. One of these appears in every type of chart, except the Chronology charts.

Investment Cycles

Traffic Roundabouts - Those who don't learn the lessons of history are condemned to repeat them. The RouteMaps provide ways of identifying cycles each year, each election cycle and each generation, as well as stock market bubbles.

Proprietary Indices ®

Our Copyright - A statistical explanation of our asset allocation indexes, as well as real effective exchange rates.

Chart Features

Delta for Change - Understanding how change is made easy to compare from chart to chart by the use of standardised timescales, inverted value axes so up always means richer and logarithmic scales to equalise large changes visually.

Research Universe

Our Global Investment Universe - Aggregation of the 38 countries in our global indexes into 12 regions designed to reflect the most popular investment mandates internationally, both including and excluding the largest home markets.

Risk Assessment 

Beta for Volatility  - Three-dimensional risk analysis of Momentum, Value and Volatility. Check the ranking table for comparative volatility of different assets in each country analysed in the four RouteMaps.

Financial Alphabet Soup

Brevity versus Clarity -  For the benefit of those for whom some of the acronyms may be unfamiliar, we provide a lexicon of key economic, political and financial terms together with explanations in plain English.

Market Profiles

Fact Sheets - Key structural and historic facts about the politics, economics and markets of each country and region as well as investment styles analysed in Investors RouteMap.

Investment Jargon

Technical Terms - Definitions of the key investment concepts and terminology explained for the intelligent but uninformed layman, using simple formulas that don't require advanced mathematical knowledge.

Investing Traps

Traps for the Unwary - The most popular reasonable but wrong ways to go about investing, exposing common fallacies and offering alternative solutions based on our approach to international asset allocation.

Summary Tables

Rank Lists - Descriptions of all the tables available to subscribers, giving up to date opinions for all markets researched, based on a range of investment strategies, including econometric, liquidity, seasonal, technical and valuation analysis.