ARCHER-DANIELS-MIDLAND (ADM), A Sample Research Analysis
Company Profile Archer-Daniels Midland is an industry leading buyer, processor and trader of oil seeds, corn, wheat, and other agricultural commodities. The firm is a distributor of crops from farmers to food, feed and energy buyers. ADM also transports, stores, and/or processes the crops around the globe. Over recent years, ADM has grown the nutrition […]
Read More
Q1 2024 Market Commentary
Global Equities After a tumultuous 2022, stock and bond markets enjoyed a stellar performance year in 2023. Hemispheres equity strategies surged ahead, with its 100% global equities strategy up over 37%. For 2024, the Firm continues to own undervalued global equities, yet tempers its return expectations compared to 2023, given the upward pricing that many […]
Read More
Challenges in Transitioning To An Electric Vehicle (EV) World
Introduction Electric Vehicle (EV) sales began to slow in the US during the second half of 2023. As a result, General Motors and Ford announced delays in planned investment for Electric Vehicle and Battery production capacity. The reduced production does not bode well for the adoption of the rule, proposed in May 2023, by the […]
Read More
Interest Rate Policy and Stock Market Outlook 2024
Interest Rate Policy The Federal Reserve completed one of the most aggressive tightening of monetary policy in July of this year. The Federal Reserve adjust money policy through Interest Rate adjustments. Therefore, we thought we would analyze prior cycles to assist us in our outlook for 2024. Most economists currently are predicting a recession in […]
Read More
Q4 2023 Market Commentary
Platinum Group Metals In 2021 about 71% of estimated annual Platinum Group Metal (PGM) demand comes from the motor vehicle segment of the economy. Platinum is a key component in catalytic converter manufacturing. A catalytic converter’s function is to reduce dangerous gases found in engine exhaust. Approximately 95% of vehicles have catalytic converters. Other material […]
Read More
Insights on Inflation and Monetary Policy
Introduction Hemispheres Investment Management closely monitors inflation and monetary policy in the U.S. as well as for all of the countries that influence or holdings in the Global Equities Strategy. The Philadelphia Federal Reserve surveys 37 prominent economists and compiles a report known as the Survey of Professional Forecasters. The survey helps the Federal Open […]
Read More
Impact of Monetary Policy Tightening on Banks and the Economy
Introduction Countries around the globe are adjusting monetary policy to compensate for decade high levels of inflation. This article will focus on US Federal Reserve policy which strongly influences both Hemispheres domestic as well as global equities investment strategies. The Federal Reserve Monetary Policy One of the tools the Federal Reserve utilizes in adjusting monetary […]
Read More
HIM Global Equity Total Return Graph
Disclosures:Past performance is not indicative of future performance.Cash was included in calculated the Global Equity portfolio returns.The Global Equity benchmark is the MSCI Global Value Index.Investing in the Global Equity risk entails substantial risks, including risks associated with investing in emerging markets.The Global Equity strategy is not FDIC insured and securities in the Global Equity […]
Read More
Federal Reserve Monetary Policy Adjustment
Introduction Hemispheres Investment Management closely monitors economic and monetary policy adjustments and conditions. We evaluate macroeconomic conditions in the both in the U.S and throughout the world for our flagship product, Global Equities. Federal Reserve Policy Change and Economic Data On July 26th, 2023, the Federal Reserve raised interest rates by 25 basis points. The […]
Read More
Economic and Political Challenges for the Market
Introduction Despite economic and political challenges year to date, both in the U.S. and Global Equity market returns have been positive. Market Concentration In prior articles, we wrote about multiple economic and political challenges that led to volatile markets in the first half of 2023. Yet despite the volatility, market returns have been robust thus […]
Read More
