Market Outlook
FIS Group's CIO, Tina Byles Williams, publishes a quarterly market outlook, which based on extensive research conducted by Ms. Williams, examines predicted micro and macro market conditions over a six month period, and FIS Group's current and future portfolio strategies. These quarterly market analyses, serve as key component of the firm's fund construction process, which incorporates strategic tilts to market segments that we believe will outperform over a 6 to 12 month time frame. For example, for global equity portfolios, these tilts would incorporate regional, sector, capitalization strata, investment process and/or style factors. For US equity portfolios, these tilts would incorporate sector, capitalization strata, investment process and/or style factors. Our objective is to construct a portfolio of “best of class” investment products and weight the allocation to those products to be consistent with our overall investment strategy of enhancing the performance of the portfolio.
The quarterly market outlook is available to FIS Group's current clients. Please log in here to access our the report.
Analysis of Financial Impact of the Earthquake in Japan
The headlines from the Tohoku earthquake and the ensuing tsunami in Japan continue
to stun an on looking world with an estimated 10,000 people lost, factories shuttered,
massive power shortages and the frightening possibility of a more severe nuclear
power meltdown at the Fukushima Daiichi facility. We at FIS Group are deeply sympathetic
of the incalculable human toll of this disaster. As managers of global equity portfolios,
this report provides our assessment of the financial and market impact of this tragedy.
For clients who have retained FIS Group for global or non‐U.S. equity portfolios,
this more general piece is followed by a more specific discussion on their portfolio’s
exposure.
Download: Commentary On Japan