Summary Tables

the current ratings and ratios that the RouteMaps combine to improve the odds for investment success

 

Samples of our research on asset allocation in 6 regions

Samples of our reserch on 19 government bond markets

Samples of our research on 29 foreign currency markets

Samples of our research on 50 stock markets

Samples of our research on 6 styles & sectors

Samples of our research on 5 alternative asset classes

Summary Tables

Tables are the best starting point for investment reviews - where are we now, what happened, what should one buy or sell and why, and if so which ETF is best to do it.

Investors RouteMap contains a different table for each kind of investment strategy. While the strategies for each asset class are similar, the mechanics differ. In addition there are some special individual types of tables in different RouteMaps, which are designed to show in greater depth key valuation ratios and econometric forecasts.

  • Performance - Last month and year to date performance in US$
  • Recent Significant Events - Economic, political and investment headlines
  • Summary  - Overall Buy/Add/Hold/Trim/Sell Action Recommendations
  • Trends - Recommendations by each of the various component trend strategies
  • Valuation - Recommendations by each of the various component trend strategies
  • Investment Sentiment - Different key valuation ratios for each asset class
  • EPS Forecasts - Two year top-down earnings estimates for equity markets and sectors
  • Key Economic Indicator - Two year top-down price forecasts based on econometric models
  • Seasonal Trading Pattern - Cumulative annual performance month by month
  • Next National Elections - Dates of the next elections in each country
  • Exchange Traded Funds - lists of quoted instruments for investment by stock market

The summary tables are divided into six separate sections, for Asset Allocation, Bonds, Forex, Shares, Styles and Extras. Each section show the full list of tables in each RouteMap. They show specific recommendations for each market and allow clients to drill down into the component recommendations by trend, valuation and investment sentiment strategies. Other tables show specific performance and valuation statistics by market. Recent Significant Events shows news headlines for significant developments not captured in our statistical database.

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Summary Tables is part of the free international investment seminar. Just follow the classroom signs alongside, either directly from here or when you have looked at whichever sections of the library interest you. At the end of each class, there is a sign to the beginning of the next one.