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Westbourne Research Services
Macroeconomic, Geopolitical and Policy Forecasting
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Macroeconomics
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bullish
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Macroeconomics
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31 Jan 2025 00:30
Our Business Cycle Framework To Investing
Investment strategy based on business cycle analysis across 11 economies yields profitable results. 69.8% of our 43 global recommendation made in...
Sharmila Whelan
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267 Views
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bearish
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Cross Asset Strategy
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30 Jan 2025 00:30
China's Risk Aversion Hurdle
Concerns over Chinese economy's bottoming out and risk aversion among companies and households outweigh worries about Trump's trade war. Stay...
Sharmila Whelan
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226 Views
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bearish
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Cross Asset Strategy
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23 Jan 2025 00:30
Reasons To Underweight China
We maintain an underweight on Chinese equities and are sellers of the currency. The economy is yet to bottom while risk aversion among corporates...
Sharmila Whelan
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260 Views
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bearish
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Cross Asset Strategy
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21 Jan 2025 00:30
Korea - Move to Underweight
Korean equities and the won are underweight due to deteriorating corporate profit cycle and weakening business indicators, despite no recession...
Sharmila Whelan
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220 Views
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bullish
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Cross Asset Strategy
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16 Jan 2025 00:30
Headwinds, Tailwinds in 2025
Understanding headwinds, tailwinds key to investing in 2025. Overweight US dollar, underweight European, Malaysian, Korean and Indonesian sovereign...
Sharmila Whelan
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310 Views
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