Asset Allocation

business cycle investor



U.S. Business Cycles drive Global Equities Asset Allocation Investment Strategy

by George Bijak, Head of Research at Business Cycle Investor .com

The popular saying: "when the U.S. economy sneezes the rest of the world catches cold" was scientifically proven by a number of studies (see for example Dahlquist/Harvey or Jean Imbs). The impact of the USA business cycles on the U.S. stock market is well understood but its synchronization with the world economy and international stock markets is less appreciated by the investment community.

The relationship have significant implications for the formulation of a successful global asset allocation strategy. It emphasizes the need for a robust U.S. business cycle forecast when designing global equities investment portfolio. And it shows that international equities are not a good hiding place when U.S. stocks suffer a major fall.

In this context, it can be argued that the first and most important step in the development of a global equities asset allocation strategy should be to forecast the U.S. aggregate Corporate Profits - a crucial leading indicator of the USA business cycle.

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