Monthly Investment and Research Commentary – February 2016

Country Ranking Trends Magni Country Scores are unchanged for the month of February. Usually Magni is watching more countries for potential upgrades than for potential downgrades. Currently, the reverse is true with recent events in countries such as Poland, China, and Malaysia having the potential for negative consequences. Poland Unchanged…so far A new asset-based tax […]

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Monthly Investment and Research Commentary – July 2015

Country Ranking Magni Research upgraded Philippines for its progress in implementing improvements to its Fiscal Policy. The upgrade move Philippines up 5 places in relative rank, though it is still relatively low ranked with scores comparable to India, yet behind Indonesia. Both the United States and Mexico were reviewed for changes in their adherence to […]

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The Social Progress Imperative and Magni Global Asset Management- Does Combining Their Research Create a Better ESG Model?

Saint Paul, Minnesota – June 5, 2015 – Magni Global Asset Management provides management and advisory services based on the belief that Countries Matter™ when investing internationally and applies its proprietary research-driven investment strategy to create global equity portfolios. As part of its research, Magni ranks the investible countries of the world. When Magni discovered […]

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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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Ranking Emerging Market Countries – When Numbers Are Not Enough

Saint Paul, Minnesota – March 10, 2015 – After two consecutive years of negative returns investors are increasingly speculating about whether 2015 will be the year that emerging market equities rebound. Through the end of February, the MSCI EM index is up 3.7%. Magni is cautiously optimistic that these equities will move even higher over […]

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Why is it Important to be Positive When Doing Responsible Investing?

A value-based approach to constructing investment portfolios, with roots back to the 1500’s, became known in the 1960’s as Socially Responsible Investing (SRI). Initially, such portfolios were mostly constructed using a negative screen to exclude companies that were inconsistent with a particular set of values, such as religious, social, ethical or environmental issues. In the […]

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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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What Questions Need to be Answered When Evaluating Global Equity Investments?

August 2014 Sustainable Wealth Creation principles were created to enable the collection and organization of country level data about the respective economic infrastructures. The resulting information can be used when making investment decisions. Sustainable Wealth Creation addresses three very important questions: Do financial statements accurately reflect a company’s position? Do shareholders have protections and adequate […]

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