Macroeconomic Analysis

Current & expected economic conditions have a significant impact on both stock market and investment style returns. Johnston Investment Counsel has identified several macroeconomic variables that have explanatory power with respect to future style return differences. Some of the macroeconomic factors used include:

• Business activity
• Commodity prices
• Consumer activity
• Government activity
• Inflation
• Interest rates
• National business activity measures
• Trade

These factors, in combination with Johnston Investment Counsel's fundamental and technical analysis helps Johnston Investment Counsel forecast future return differences between various investment styles.

 

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