We help clients to:
The Market Navigator online research platform and sector strategy weekly publication assist clients in optimizing sector allocation. Sector factors are key drivers of stock returns, and overall performance is enhanced by selecting and managing positions with a comprehensive understanding of sector leadership trends and persistence, and relative and absolute attractiveness for different holding periods.
Market Navigator combines powerful analysis tools employing our proprietary sector data with simple to use controls and navigation. Industry matrix heatmaps visually reveal market dynamics, the drivers of which can be intuitively examined via drill down navigation to the industry group and individual stock levels, providing unrivalled market insight and a time saving screening tool to focus resources.
Our research gives managers a unique and actionable tool-set to extract value from sector allocation. This may be used as an overlay to complement existing strategies without impacting disciplines, but can also provide foundational input to defining portfolio investment strategy given the persistence of industry group relative strength and weakness frequently seen in leadership groups.