Global Exposure with a Macroeconomic Trend Focus
Global Macro mathematically evaluates macroeconomic business conditions to determine the most attractive asset classes in the global marketplace. The evaluation includes analysis of market fundamentals, price trends, sentiment, economic trends and global valuations. Global Macro interprets the ever-changing market conditions and adjusts the portfolios in accordance with weight-of-the-evidence conclusions. The objective is to overweight areas with the greatest probability of success and underweight areas of weakness.
- Seeks opportunities in the marketplace in a rational, unemotional, model-based manner
- Allocation of stocks versus bonds is further refined through exposure to global equity styles and classes
- Strategy is implemented using Exchange Traded Funds (ETFs)
An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.