Asset allocation research

london and oxford group is pleased to announce a joint venture with Hong Kong-based GaveKal to provide asset allocation research to fund managers and other investors. GaveKal is a well-established provider of information to guide and inform decision-making in investment and asset allocation and has more than 600 corporate clients worldwide.

If you use asset allocation research and/or are interested in this area and would like to benefit from a free of charge trial of the GaveKal Asset Allocation Research product, please click on www.gavekal.com and follow the online instructions.

Unlike most other tactical asset allocation research offerings, the GaveKal Asset Allocation Research product is built in part around interaction between the GaveKal partners, analysts and clients around the world. Subscribing to GaveKal Research provides an efficient and interactive means to stay in the forefront of challenging ideas and new concepts in the investment environment.

Clients of GaveKal Research can participate in seminars and conference calls with GaveKal Research partners, attend regular meetings with partners in locations of their choice, contribute to blogs/discussion forums, receive GaveKal books and publications, and gain access to various reports. These reports include:

Quarterly Strategy Chart Books

GaveKal Quarterly Strategy Chart Books are usually around 70 pages, reviewing the investment environment for the coming months and structural changes affecting financial markets. The aim is to single out the asset classes that should benefit in the forthcoming environment. After the publication of the Quarterly Strategy Chart Books, Gavekal holds seminars for clients in key cities and financial centres.

Monthly chart reviews

At the beginning of each month, Gavekal reviews important changes in economic data and trends on markets for equities, bonds, currencies and commodities over the previous month.

Bi-monthly "Five Corners"

In these seven-page, bi-monthly pieces Gavekal identifies the six most important developments of the previous two weeks and potential market implications.

Ad-hoc comments

These ad-hoc comments are "think pieces" where Gavekal provides an in-depth review of particular problems on investment managers’ minds. These appear roughly once a week.

Daily "Checking the Boxes"

Every day, Gavekal sends clients by email a preview of the day's important events and the effect on core investment scenarios. These reviews also look at core investment themes and their impact on events in the previous 24 hours. “Checking the Boxes” publishes questions from clients, and gives answers to foster debate.

Books

About once a year, a GaveKal Research Partner will publish a book on a topical theme. These books are sent free of charge to clients.

Discussion forum

Gavekal updates recommendations on a regular basis to stimulate an informative discussion forum.