Tag Archives: growth

RCS Investments Macro Commentary March ’14

Good morning, Included is a synopsis of the macro landscape and possible future implications. Asset allocation considerations to follow soon.  In the meanwhile, you can check out my most up to date fund fact sheet. https://rcsinvestments.wordpress.com/2014/03/24/rcs-investments-global-macro-fund-aggressive-allocation-march-14/ Thank you for your … Continue reading

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RCS Investments Macro Commentary and Asset Allocation February ’14

Good morning, Included is a synopsis of the macro landscape and possible future implications. This summary is then followed by a review of the investment backdrop (S&P500) and asset allocation considerations for the RCS Investments aggressive global macro portfolio. Thank … Continue reading

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RCS Investments 2014 Global Macro Outlook

Good evening, I have completed my 2014 Global Macro Outlook.  In it, I summarize the state of the major global powers, followed by 7 trends I have identified as pivotal to focus on next year. What dynamics are key in … Continue reading

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Weekly Bull/Bear Recap: October 21-25,2013

Good evening,  Below is my latest report on the major macro news for the week.  Have a wonderful weekend. — Rodrigo

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