Insights

At WMI, we primarily utilize a top-down investment approach built on continual, detailed analysis of the global economy and financial markets in order to build unique insights into evolving investment opportunities and potential risks regarding specific asset classes. Since we believe that education and communication are fundamental elements of our service, we regularly publish our insights below so that clients can better understand our investment strategy and how we are managing their assets.

Monthly Market Comments

• Monthly Market Comment, October 2018
• Monthly Market Comment, September 2018
• Monthly Market Comment, August 2018
• Monthly Market Comment, July 2018
• Monthly Market Comment, June 2018
• Monthly Market Comment, May 2018
• Monthly Market Comment, April 2018
• Monthly Market Comment, March 2018
• Monthly Market Comment, February 2018
• Monthly Market Comment, January 2018
• Monthly Market Comment, December 2017
• Monthly Market Comment, November 2017

Monthly Market Comments Archives

Monthly Global Perspectives

• The Long Shadow of the Housing Crisis (September 2018)
• No Global Perspectives This Month (August 2018)
• Proactive Investment Management for Today (July 2018)
• Are the "Emerging Markets" Really Emerging? (June 2018)
• Strategic Intelligence and the Search for Good Investments (May 2018)
• Our Approach to Investing in China (April 2018)
• U.S. International Trade and the Challenge of Globalization (March 2018)
• The World's Most Competitive Economies (February 2018)
• Assessing the Tax Cut and Jobs Act of 2017 (January 2018)
• Outlook for 2018 (December 2017)
• November 1917 and Its Aftermath (November 2017)
• How Much Longer Can the Bull Market Run ? (October 2017)

Monthly Global Perspectives Archives

Economic Chart of the Week

• Average Hourly Earnings on the Rise (October 10, 2018)
• Mexico's Declining Crude Oil Production (October 3, 2018)
• Lingering Weakness in Corporate Investment, Government Demand (September 26, 2018)
• Slower Velocity of Money After the Housing Crisis (September 19, 2018)
• Higher U.S. Savings Rate After the Housing Crisis (September 12, 2018)
• The "Real" Fed Funds Rate Still Stimulative (September 5, 2018)
• Mexico's Perennial Trade Deficit (August 29, 2018)
• The Dollar Rebounds (August 22, 2018)
• Home Prices Not Looking Like a Bubble (August 15, 2018)
• Revisions Show Stronger Personal Income Growth (August 8, 2018)
• Property Types Included in Publicly-Traded REIT Funds (August 1, 2018)
• Turkey:  Surging Inflation and Plunging Currency (July 25, 2018)

Consult Economic Chart Archives

Weekly Economic Recap

• Nonfarm Payrolls, ISM Nonmanufacturing Index, etc. (October 5, 2018)
• Final Second-Quarter GDP, Personal Income, etc. (September 28, 2018)
• Existing Home Sales, Housing Starts, etc. (September 21, 2018)
• Consumer Sentiment Index, Retail Sales, etc. (September 14, 2018)
• Nonfarm Payrolls, ISM Manufacturing Index, etc. (September 7, 2018)
• Revised Second-Quarter GDP, Personal Income, etc. (August 31, 2018)
• No Recap This Week (August 24, 2018)
• Retail Sales, Consumer Sentiment Index, etc. (August 17, 2018)
• Consumer Price Index, Producer Price Index, etc. (August 10, 2018)
• Nonfarm Payrolls, Personal Income and Spending, etc. (August 3, 2018)
• Advance Second-Quarter GDP, Consumer Sentiment, etc. (July 27, 2018)
• Retail Sales, Housing Starts, etc. (July 20, 2018)