Independent Global Investment Research

Investment Ideas

We publish Investment Ideas that are generated by the Enigma Investment Radar Regular. We cover asset allocation, equity regions, sectors, industries, stocks, currencies and commodities. All the Investment Ideas are backed up with the data-driven reasons (fundamental value and/or market trends).

Model Portfolios

We provide equity-only and multi-asset Model Portfolios which can be used by clients as a framework for implementing their own portfolios, using their own choice of stocks and funds. Alternatively, we can advise on the selection of Exchange Traded Funds to implement Model Portfolios.

Recent Investment Research Highlights

Asset allocation

The Asset Allocation Model made a major switch back into Equities in July/August 2016, having previously moved into Bonds in July/August 2015

The Model has therefore been exposed to rising Equities over the last 18 months but was mainly exposed to Bonds during the Equity market corrections of August 2015, February 2016 and July 2016

Regional equity selection

Focus has been on Japan and Asia ex Japan, both of which have outperformed Global Equities

Underweight UK and Europe, both of which have underperformed Global Equities

 

Sector selection

Main Global Overweights have been Industrials, Financials, Technology and Basic Materials (apart from early 2017) which have all outperformed Global Equities. Generally avoided Consumer Goods, Telecoms and Utilities which have all underperformed Global Equities

In UK Sector Model, moved Overweight again in UK Oil & Gas in September 2017

Currencies

Major move back into Sterling versus US Dollar in April 2017. Generally long Sterling against most currencies because it was cheap versus Purchasing Power Parity and had supportive trends and momentum

Short US Dollar versus Euro for much of period since early 2017 as the US Dollar has devalued. Long Renminbi versus US Dollar since May 2017

(Only available to professional customers)

 

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