Research and Commentary

A Clear Perspective and Point of View

About Global Market Outlook Reports

Q4 2019 Market Outlook

View Full Report | PDF & Print VersionWatch Video Update In the third quarter, both of the leading anglo-liberal democracies...

About Global Market Outlook Reports

Our CIO, Tina Byles Williams, publishes our market outlook on a quarterly basis, based on research that examines market conditions over a three- to six-month period. These quarterly analyses serve as key inputs to our fund construction process, which incorporates strategic tilts to the market segments we believe will outperform over a six- to 12-month time frame. For global equity portfolios, these tilts incorporate regional, sector, and capitalization strata as well as investment process and style factors. For U.S. equity portfolios, tilts include sector, capitalization strata, investment process, and/or style factors.

Our objective is to construct a portfolio of “best in class” investments with weightings consistent with our overall investment strategy.

FIS Group Global Market Outlook Reports

Whipsaws and Other Tradable Goods – Q2 2018 Market Outlook

So far, three of the four main themes for 2018 that we shared in January's report - more aggressive Fed rate hikes, mean reversion of low vol, and geopolitical risks from Trump's foreign and trade policy - appear on track and our Q1 positioning was accretive. On our...

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2018 Outlook for Frontier Markets

The 2018 frontier markets outlook provides predictions for frontier markets in the year ahead, including Argentina, Vietnam, frontier Europe, the Middle East and sub-Saharan Africa. Frontier markets surged in 2017, mostly driven by a PE re-rating in the market.We...

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Q1 2018 Market Outlook

Market Outlook As we turn the page to 2018, there are a few obvious clouds on the horizon for the world economy; however, we expect 2018 to be a transition year. Stretched valuations and extremely low volatility imply that risk assets are vulnerable to the...

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Q4 2017 Market Outlook

Market Outlook Our Q4 Market Outlook includes: A recap of Q3 global equity markets, and why we think the "Goldilocks" environment will continue to fuel pricing into mid-2018 The key risks to the global bull market going into 2018 that we think call for...

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Q3 2017: Full Steam Ahead

Market Outlook | Papers Article Summary As global equity markets continue their rise, here is  our Q3 Market Outlook report "Full Steam Ahead". This issue includes: The Q2 global equity market recap FIS Group's global country and sector positioning for Q3,...

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Q2 2017: Reality “Trumps” the Reflation Trade

Market Outlook Article Summary Our 2Q Market Outlook "Reality "Trumps" the Reflation Trade," evaluates the recent retreat in risk assets, trends in global equities, the impact of a strong U.S. dollar, and continued political uncertainty under the Trump Administration....

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Market Insights Alert

Papers: FIS Group Proprietary Research

Why the 1970s and early 1980s style stagflation are unlikely today

The three preconditions that led to the stagflation period of the 1970s are less likely today.  But the relationship between trade disruptions and growth could catalyze a global recession and the relationship between oil prices and inflation expectations could abort the easy monetary policy which current asset prices discount.

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Battening Down The Hatches Part Two

View PDF version Battening Down The Hatches Part Two Part 2: How Should Investors Derisk?In Part 1 of this series, we posited that the next recession could take two possible forms:A traditional cyclical downturn as decelerating industrial production infects the...

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Will Rising Populism = Stagflation?

#derisking #asset allocation #equities #bonds #geopolitical #negative yields #yield curve # stagflation # inflation # stock and bond correlation # populism #income inequality #Brexit #Donald Trump Populism is on the rise and it has historically led to increased...

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Videos And Webinars

Market Outlook and Research Webinars

View Q4, 2014 Webinar

Tina Byles Williams, CEO/CIO of FIS Group leads a wide-ranging discussion on FIS Group’s view of geopolitical, demographic and macroeconomic trends shaping risk and investable opportunities for institutional investors.
The panel moderator Sam Austin, III, SVP Director of Marketing and Client Service (FIS Group) and Ms. Byles Williams conducted this discussion as a part of FIS Group’s third annual Investment Symposium. The event was held on September 26, 2014 in Philadelphia.
FIS Group, Inc. is an 20-year old Philadelphia based institutional asset management firm that focuses on investing in long-only global and international equity strategies.

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