Assets RouteMap: Summary Tables

Ranking tables of our Best Guesses for investing in six asset classes and indices of all assets in six regions

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Summary Tables

Assets RouteMap

  • Performance Matrix: One table of total for six asset classes in six regions, namely Cash, Domestic and Foreign Bonds, Domestic and Foreign Shares and Commercial Real Estate - four sections, one each for the last calendar month and year to date both in local currency and US$, sorted as listed above
  • Recent Significant Events: One table of major news headlines for every asset class in every month since December 1999 - political, economic, financial events , sorted in descending order by date
  • Summary: Three tables of overall action recommendations for local currency investors,  relative to regional market and global asset class optimised for 12 months or longer - five columns showing Buy/Add/Hold/Trim/Sell opinions based respectively on value, trend, sentiment and combined overall action strategies together with overall direction of change since previous month, sorted by regions within asset classes
  • Trading Summary: Three tables as Summary but optimised for 3-6 months - five columns showing recommendations by modified trend and sentiment strategies, overall action strategies together with overall direction of change since previous month and fundamental risk rating included for information only
  • Trends: Three tables of directional Buy/Sell opinions for local currency investors, relative to regional market and global asset class optimised for 12 month performance - nine columns showing opinions based on revision to consensus economic forecasts, liquidity trends, chart analysis, seasonal trading patterns and overall direction together with Up/Down direction of change over previous month for four strategies, sorted by regions within asset classes
  • Econometric Models: Three tables of our own econometric forecasts of percentage changes in total return for local currency investors, relative to regional market and global asset class, derived from consensus economic forecasts - four columns showing forecasts for FY1 and FY2 together with Up/Down direction of change, sorted sorted by regions within asset classes
  • Long Term Forecasts: As Econometric Forecasts but predictions five years ahead - six  columns showing FY1, FY2, FY3, FY4, FY5 and five year compound annual growth 
  • Seasonal Trading Patterns: One table listing historic patterns for the best month in the year to buy and sell for local currency investors, US$ investors and relative performance - three pairs of two columns showing Buy/Sell signals and month of expiry for current signal for recommendations in local currency and relative to regional market and global asset class, sorted by regions within asset classes
  • Invest Sentiment: Three tables projecting performance up to a year ahead based on composite indicators of investor sentiment since 1999 for local currency investors, relative to regional market and global asset class - 12 columns of +/- cumulative direction indicators together with percentage change forecast a year ahead and Buy/Add/Hold/Trim/Sell recommendations, sorted sorted by regions within asset classes
  • Valuation Summary (Fair Value Line) : One table comparing valuation levels for six asset classes based on our own econometric valuation models for other RouteMaps - three sections showing premium/discount to historical average since 1965 for current return, return relative to regional market and compared to global asset class
  • Nominal Return before Inflation: One table showing nominal returns for all asset classes in each region, based on interest rates, bond and real estate yields or earnings yield as appropriate - three sections showing current returns, returns relative to regional markets and compared to past since 1965
  • Real Return after Inflation: One table showing real returns after deducting inflation for all asset classes in each region, based on interest rates, bond and real estate yields or earnings yield as appropriate - three sections showing current returns, returns relative to regional markets and compared to past since 1965
  • Next National Elections: One table showing the main political even on the horizon for all markets - Four columns showing country, election, current government and Left/Right orientation, sorted by due date in ascending order up to five year ahead
  • Exchange Traded Funds: Five tables providing recommendations on exchange traded funds, including US closed-ended funds and UK investment trusts based on their mandates rather than their managers - 11 columns listing code, fund name, asset class, investment mandate, best proxy, liquidity rating, recommendations for absolute return in US$ relative performance and name of sponsor, sorted alphabetically by name, listing and type