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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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Debt Ceiling Talks Progressing
On January 19th, Treasury Secretary Janet Yellen announced that the U.S. had hit its maximum debt limit of $31.38 Trillion. What does this mean?
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Long Term Investment: Superior to Sell in May…
Introduction As we head into the May trading period, our thoughts go to the adage “Sell in May, Go Away.” Looking at S&P 500 returns during the month of May since 1994, stocks have gained 73% of the time with an average return of 0.76% for the one-month return. The average annual S&P return over […]
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The Banking Sector – Crisis Averted
Introduction In March 2023, the risk of a wide spread bank contagion shook markets. Hemispheres Investment Management, through it’s global equities and other strategies, capitalized on this turmoil was able to opportunistically invest during this period. Silicon Valley Bank Silicon Valley Bank’s (SVB) failure in March brought focus to the financial sector’s stability, triggering a […]
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The Benefit of Value Investing
Introduction Hemispheres Investment Management is a value manager whose leading product is the Global Equities strategy. The purpose of this article today is to discuss the differences between value and growth investment styles. It is also to demonstrate the historical relationship between the two strategies. Historical relationship between Value Investing and Growth Investing 1 http://mba.tuck.dartmouth.edu/pages/faculty/ken.french/index.html […]
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