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US
Strategy Weekly is
a weekly broad-based top-down analysis focused
primarily on the U.S. equities market. It includes investment
strategy, market timing, economic indicators/forecasting models, PE
forecasting model, theme investing, quantitative and valuation
models, relative sector valuation, price momentum and technical
analysis.
The product identifies the most important
issues to focus on in the current environment, (e.g., an economic
release, a technical indicator or an upcoming event). The
publications provide clients with macro-economic forecasts, such as
interest rate levels and GDP growth rates, S&P 500 EPS forecasts and
fair value range, recommended sector weightings and asset
allocation.
The
research is targeted to Research Directors, Portfolio Managers, Chief Investment
Officers, domestic or global Asset Allocation Officers, heads of
strategy, analysts and traders at institutional investment firms.
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