Jamie Constable, Markets Strategist at Singer Capital Markets, is pleased to deliver his new Macro Edge monthly investor product "Turning Points." This new macroeconomics report marries the classical investment and economic cycle wheel with sector relative performance. The note aims to identify sectors at the pivotal turning points in the cycle when they start to consistently outperform and thus drive portfolio outperformance through stock selection 📈 To read Jamie's inaugural report which identifies key October triggers based on sector performance to end September, follow the link to log into our digital investor platform, SIREX, and download the note: https://lnkd.in/eqrcagfG #financialservices #equities #UKmarket #stockselection #smallcap #macroeconomics #economics
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This is a new powerful monthly product for investors to aid decision making and stock selection through the cycle. Free money has ended. The cycle is back
Jamie Constable, Markets Strategist at Singer Capital Markets, is pleased to deliver his new Macro Edge monthly investor product "Turning Points." This new macroeconomics report marries the classical investment and economic cycle wheel with sector relative performance. The note aims to identify sectors at the pivotal turning points in the cycle when they start to consistently outperform and thus drive portfolio outperformance through stock selection 📈 To read Jamie's inaugural report which identifies key October triggers based on sector performance to end September, follow the link to log into our digital investor platform, SIREX, and download the note: https://lnkd.in/eqrcagfG #financialservices #equities #UKmarket #stockselection #smallcap #macroeconomics #economics
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Can a real-time indicator detect over 80% of stock market anomalies, including the 1987 Bubble and 2007 Financial Crisis? Thomas Gries Paderborn University discusses: https://lnkd.in/ef9ZpiVb #stockmarket #finance #booms #busts #bubbles #economics
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In this excerpt from the Macroeconomics panel at our London conference, Mario Aguilar, Senior Portfolio Strategist at Janus Henderson Investors, explores the macroeconomic implications of population decline across key regions. Watch the full panel discussion here > https://lnkd.in/eC78C7d4 #macroeconomics #globaleconomy #financialinsights
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Understanding Markets: Bridging Macroeconomics and Microeconomics Explore how markets connect macroeconomic frameworks with individual trade dynamics. We delve into the legal systems that support property rights and resource allocation, providing clarity on this complex topic and enhancing our understanding of economic interactions. #EconomicsExplained #MarketDynamics #Macroeconomics #Microeconomics #LegalFramework #PropertyRights #ResourceAllocation #EconomicEducation #Finance101 #TradingInsights
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Can a real-time indicator detect over 80% of stock market anomalies, including the 1987 Bubble and 2007 Financial Crisis? Thomas Gries Paderborn University discusses: https://lnkd.in/ef9ZpiVb #stockmarket #finance #booms #busts #bubbles #economics
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Get ready for the Stock Market Game with Karen Clark Yamamoto! Brush up on your investment skills and join the action. Save the date for the Stock Market Game and put your investing knowledge to the test! Stay tuned for registration. #econ #economics #economiceducation #economicliteracy #personalfinance #cceenow
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US stock-bond correlation has turned positive after 20 years of negative correlation – a new investing landscape for many! Building on previous PGIM Institutional Advisory and Solutions (IAS) research, in our latest paper we evaluate the macroeconomic forces that have helped push correlation into positive territory, assess how those forces may evolve from here, and discuss what it all means for the optimal construction and expected performance of a balanced portfolio. https://on.pru/4b5Eodv #AssetAllocation #PortfolioConstruction #StockBondCorrelation #ComputationalFinance #Macroeconomics #CIOs
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Macroeconomics: The Key to Predicting Private Equity Trends Understanding macroeconomic factors is essential for anticipating shifts in the private equity landscape. From interest rates to GDP growth, these indicators play a critical role in shaping investment strategies and future deal flow. Explore this in-depth analysis to see how today’s economic environment could influence tomorrow’s private equity opportunities. #PrivateEquity #Macroeconomics #InvestmentTrends #MarketForecast #EconomicOutlook
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Last week, Philip Petursson simplified the global and macroeconomic backdrop for 2025 in a (⏰5-minute) episode. 📚Get better informed for the future! #TheLivingMarketPodcast #MarketTrends #FinancialEducation #EconomicForecast #InvestSmart #Macroeconomics #InvestmentInsights
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The sharp run from 105.00 has posted a fresh year high at 105.37. View the chart at https://ow.ly/esOw50ReU1E --- Continuum Economics is an independent Macro, Policy, and Financial Markets research firm. --- #assetmanagement #financialmarkets #macroeconomics #capitalmarkets #economy #technicalanalysis #USD #DXY
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Partner, Markets Strategist & Sales at Singer Capital Markets
3moThis is a new powerful monthly product for investors to aid decision making and stock selection through the cycle. Free money has ended. The cycle is back