Malaysia and Singapore: Differences Can Be Deceiving

This article by CEO Kurt Lieberman originally appeared in Finance Forward, Sept. 13, 2015. When analysts and investors assess investment opportunities, they frequently look for numbers and other information that compare the opportunities and identify the differences. The resulting insights become the basis for estimating future valuations and hence potential investment performance of the opportunities. Perhaps […]

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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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Why is it all about that G, not the S (or even the E) in investing? OR What would Meghan Trainor Have to Say About International ESG Investing?

This isn’t a trick question. Rather, it’s the surprising conundrum many investment managers are having when it comes to global investing for their clients. There simply isn’t clear direction to choosing the “right” stocks. Does relying upon traditional company analysis work for international companies and their stock? Political, geographic and economic unrest serve to complicate […]

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What is Next for SRI/ESG Investing?

Responsible Investing seeks to both align investments with values and obtain attractive returns. While studies found little consistent predictive power from commercially-available screens of companies based on environmental, social and corporate governance (ESG) ratings, increasingly the historical perception that Responsible Investing investment products deliver subpar performance is diminishing. Given the large and growing demand of […]

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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 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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Understanding Sustainable Wealth Creation Principles Improves the Construction of International Equity Portfolios

August 2014 As part of our global investment research process, Sustainable Wealth Creation principles are divided into twelve Economic Standards. These standards were established by determining how the desirable conditions embodied in the principles can be evaluated in topically-related areas. Each Economic Standard covers multiple topics and we split the Economic Standards into almost 300 Qualitative […]

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