Economic indicators are a staple for financial market participants and policymakers. Each day the new information provided by indicators is processed to draw judgments’ on where growth, inflation and asset prices are headed.The quality of these judgments is directly related to understanding the information provided.
This task has become daunting as the global economy becomes more integrated and economic news is tracked on a global basis. Informed analysis requires a grasp of how individual indicators are compiled and what they represent.
Our economic and market research serves as the basis for our assessment of the overall investment climate and guides us to a large extent, the selection of the industries and companies that we follow. We realize that investing cannot be done in a vacuum and that an understanding of the economy and markets is essential to recommending successful investments. Without this understanding, investing is like sailing without knowing which way the wind is blowing.