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

Brenton Point Research Process and Economic Cycle OverviewVIEW
Recent equity market volatility warrants a closer look
at history with Michael Schaus, Director of Market Research at Brenton Point
Wealth Advisors LLC.
VIEW
 

Brenton Point Asset Return AnalysisVIEW
 
Mid-Cycle Slowdown: Goldilocks Returns – December 2018VIEW
 
Is the US headed for a recession?VIEW