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Vantage » Research Note: Watching for Late Cycle Warning Signs

August 15, 2017 | Market Commentary

Our top down commentary over the past several quarters has consistently maintained the view that while the economy has moved later cycle, there are few observable extremes that suggest a major recession or bear market is imminent. This has been the correct interpretation to date, but the …

Markets & Economy » Monthly Outlook - July

July 06, 2017 | Market Commentary

Where are the markets headed during the second half of 2017? We offer our take on this and more in the Monthly Outlook Update video for July.   Read our July Perspective for a more thorough summary of the current market environment.

Vantage » Country in Focus: India

June 27, 2017 | Market Commentary

India is one of our most preferred countries from a top-down macroeconomic standpoint, not only within the emerging market universe, but within the entire global investment landscape. The country offers what we consider to be a scarce combination of rapid growth, improving macro fundamentals ( …

Vantage » Country In Focus: France

May 10, 2017 | Market Commentary

The French Republic is a member state of the European Union, the sixth largest nation in the world by GDP, and the seventh largest exporter. It has numerous structural strengths including a well-diversified, modern, and efficient economy benefitting from a highly educated and wealthy population, …

Vantage » Research Note - April 2017

April 21, 2017 | Market Commentary

In the early 1700s, one of the most popular stocks in England was that of the South Sea Company, which traded goods in the Americas and other parts of the world. With European overseas expansion in full swing, these types of companies appealed to many investors, including one-Sir Isaac Newton. …

Vantage » Research Note - March 2017

March 03, 2017 | Market Commentary

Since the surprising results of the U.S. presidential election in November, the equity markets (especially those in the U.S.) have generally marched steadily upward. In fact, through mid-February, almost all major global equity indices have generated positive returns year-to-date. This also holds …

Vantage » Country In Focus: Japan

January 09, 2017 | Market Commentary

Japan seems to have fallen off the financial media radar of late, so perhaps it is a good time to check in with the world’s third largest economy. Even as the political calendar continues to heat up with the recent U.S. election which now shifts to Europe, Japan remains at the forefront of …


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