portfolios

John Robertson

PortfolioDirect has been publishing resource sector equity portfolio models since mid-2013 stratified to reflect the three development stages within the industry (from exploration to mature production). The segmented approach was designed to assist financial advisers to better match risk with investor profiles. PortfolioDirect also offers a macro overlay model based... Show More

John Robertson

The cyclical position continues to deteriorate as prospects of a global growth acceleration appear to diminish and statistics on near term usage patterns point to slowing growth in metal offtake. There were less event driven market outcomes in the past week as broader economic influences, particularly slower growth in China... Show More

John Robertson

Indicators continue to point to deteriorating cyclical conditions with no evident improvement in growth prospects and a resurgence in the U.S. dollar. Also this week: why bond yields may have already adjusted; and, Euro area growth remains confined to a narrow base reducing the likelihood of an acceleration in activity.... Show More

John Robertson

Here are the key points from the latest PortfolioDirect investment report. There has been no improvement in overall cyclical positioning with commodity markets still classified as moving along the trough of the cycle. Exchange rate movements are playing an increasingly prominent role in investment decision making since currency markets are... Show More