Reforms to Avoid the Predicted Chinese Crackup

Saint Paul, Minnesota – March 17, 2015 – In a recent Wall Street Journal article David Shambaugh predicted an end to the political system of China. His rationale is that the energy, creativity, and constructive power so badly needed for change in China can only be introduced through political reform and that, in the absence […]

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Magni Helps Overcome Limitations in International Investing

February 2015 While international equities are an important part of a diversified portfolio, three limitations hamper the quality of choices that investors have: Most active managers underperform their benchmark over time Passive approaches using cap weighted, fundamental, or other indexing strategies tend to overweight their holdings in underperforming countries Buying individual stocks may be complex, […]

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Part III: Country Adherence to Economic Principles Impacts International Equity Value

October 2014 This is Part III in a four-part series outlining the Magni Global Asset Management approach to international investment analysis. Read Part I: Is International Equity Investing Analysis the Same as Domestic Analysis? Read Part II: How Economic Principles Sustain Economic Vitality in Countries To help understand the importance of the country where a […]

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Part II: How Economic Principles Sustain Economic Vitality in Countries

September 2014 This is Part II in a four-part series outlining the Magni Global Asset Management approach to international investment analysis. Read Part I: Is International Equity Investing Analysis the Same as Domestic Analysis? Following the Great Recession of the last decade and its extended aftermath there were questions about the preferred economic infrastructure to […]

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Monthly Investment and Research Commentary – September 2014

Magni clients receive exclusive monthly talking points about international equity research and investing from our Chief Investment Officer. For the latest editions of our commentary, please visit our Research Publications. Magni Investment and Research Commentary – 2014 September – Post Embargo  

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Part I: Is International Equity Investing Analysis the Same as Domestic Analysis?

August 2014 This is Part I in a four-part series outlining the Magni Global Asset Management approach to international investment analysis. For most investment analysts, international equity analysis involves application of the same traditional tools used in domestic analysis. A company’s future earnings are projected using historical financial statements along with other information that can […]

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How do You Evaluate Countries When Putting Together Global ETF Portfolios?

July 2014 International equities are playing an ever more important role in global wealth management. Despite well-accepted economic principles about the role of economic infrastructure on equity valuations, most traditional investment analysis and products do not currently incorporate the information as it is not available in a consistent, usable format. An iceberg is a metaphor […]

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Global Trends – November 2013

Global Trends: Volume 1, Issue 3 Global Trends: Analysis MSCI Reclassification Greece and Fiscal Policy Transparency Standard Spotlight: Greece and Fiscal Policy Transparency Download Here: Magni Global Trends – Vol 1 Issue 3

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Global Trends – October 2013

Global Trends: Volume 1, Issue 2 Global Trends: Analysis A Deeper Look: Indonesia, Turkey, the Philippines, Thailand and India Standards Spotlight: The Importance of Effective Banking Supervision Recommended Reading Download Here: Magni – Global Trends – Vol 1 Issue 2

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Global Trends – September 2013

Global Trends: Volume 1, Issue 1 While the BRIC’s get the press, the real story is in the rest Egypt’s problems are greater than current political turmoil Worker issues in South Africa not likely to impact underlying strengths over the long-term Download Here: Magni – Global Trends – Vol 1 Issue 1

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