Investment Methodology

HOW WE ANALYSE FINANCIAL MARKETS

• Trend Following (model based on Joseph Schumpeter)

• Identification of Secular and Cyclical Trends (Business Cycle)

• Analysis of the Business Cycle using a Growth, Value and Technical Framework

• Tools

• Models: Multi-Asset Technical Ranking Model, Global Equity Market Size and Style Ranking Model, Global Stock Ranking Model

• Monitors: Global Cross-Asset Valuation Monitor

• Indicators: A number of key economic and financial indicators e.g. Global Growth Anticipatory Indicator, Boom-bust indicator, Global Equity Market Breadth, Fear/Greed Asset Technical Rank

Important Updates