April 05, 2021

All investors face capital-market risk. Managing the risk, evaluating opportunities in the context of their goals, and assessing specific investments efficiently requires broad, objective, close-to-the-capital-market thinking. A global allocation framework does not need to be a black box that processes many statistical variables and then spits out an investment plan. It should be a logical framework that lays out choices for investors. The LJE process strives to accomplish these objectives. It summarizes in a logical and consistent way the investment choices recommended by our assessment of the coming economic environment. The performance of the capitalization weighted global strategy is working on all cylinders. The global tilt strategy with a 2.98% appreciation and the global buy portfolio with a 3.46% gain outperformed the 2.98% increase posted by the global benchmark. In turn, the global sell portfolio with an 1.68% gain, underperformed the benchmark as expected.

You must have an active account to view these reports. You may register for a trial here

Download Complete Report in PDF Format

Download Complete Report in Word Format