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MACRO-ECONOMIC RESEARCH PROCESS

We use a macro-economic research process that Michael Schaus, our Director of Market Research, developed in partnership with Dr. Martin Zweig, a renowned macro-economist and Co-Founder of Zweig-DiMenna, who wrote a widely followed newsletter, the Zweig Forecast and authored several books on investing. The research process has evolved over 30 years of developing investment solutions that have served institutional assets, private investors and family offices. This process guides our strategic and tactical asset allocation decisions for our clients.

KEY ASPECTS OF OUR INVESTMENT RESEARCH

  • State of Economy

  • Quantitative Market Analytics

  • Federal Reserve Policy

  • Risk Analytics

  • Market Trends

  • Fundamental Modeling and Analysis

  • Scenario Asset Class Analysis

  • Proprietary Research

BRENTON POINT RESEARCH

ISM Index Below 50: Not A Leading Indicator - September 12, 2019VIEW
 
Initial Fed Interest Rate Cuts: Mixed Returns 5 Months Out - August 12, 2019VIEW
 
Critical Conversations Podcast with Michael Schaus, Mid-Year Review – July 26, 2019VIEW
 
S&P 500 Up 18.5% in 1stHalf of the Year: Bullish for the 2ndHalf - July 10, 2019VIEW
 
Brenton Point Asset Return Analysis – June 30, 2019VIEW
 
Critical Conversations Podcast with Nick Downer, Gurtin Municipal Bond Management – June 24, 2019VIEW
 
Critical Conversations Podcast with Michael Schaus – June 18, 2019VIEW
 
Investing Environment Review and Outlook – June 12, 2019VIEW
 
Big Data as a stock market indicator – May 17, 2019VIEW
 
Mid-Cycle Slowdown Continues – May 13, 2019VIEW
 
Reducing Long‐Term Bond Rating to Bearish 1: Strong Economic Outlook – April 8, 2019VIEW
 
Michael Schaus, Head of Market Research for Brenton Point, discusses [the investment landscape] for 2019 on this week’s episode of Grant’s Current Yield podcast – March 21, 2019VIEW
 
Is the US headed for a recession? – January 17, 2019VIEW
 
Brenton Point Asset Return Analysis – February 14, 2018VIEW
 
Recent equity market volatility warrants a closer look at history with Michael Schaus, Director of Market Research at Brenton Point
Wealth Advisors LLC.
– October 25, 2018
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