Perspective that Helps You Compete

 

Investors know the complexity of the markets, and the multitude of factors that weigh in on investment decisions. Asbury delivers a host of reports covering the spectrum of market influences, with detailed charts, commentary and perspective -- giving investors decision-making clarity.

Click on the green links to view sample reports.  Samples are snapshots (PDFs) from our web-based service.

This Is What You Get:

Keys To This Week is a weekly report (distributed to clients on Mondays) that provides a bullet-pointed list of key factors that are most likely to influence the direction of the US stock market and market sectors, US interest rates, and the US Dollar.  Sample from May 26 2009.

Sentiment Survey, a bi-monthly report that displays and discusses a variety of popular and proprietary measures of both institutional and retail investor sentiment for the major areas of the US financial markets. Sample from February 13 2009.

Commentaries are produced periodically throughout the month and analyze and define new investment opportunities and emerging trends in the U.S. and global financial markets.  Sample from March 11 2009.

Global Seasonal Analysis is a monthly report that displays both monthly seasonal patterns and intra-month seasonal price trends for 17 different financial assets including global equity prices, global benchmark interest rates, key foreign exchange rates and key commodity prices -- based on historical data going back to the 1950s.

Asbury Research Sector Rotation Model is distributed to clients monthly (on the first day of the month) and is an integral part of our forecasting process for the US economy and for individual US financial assets. Year-to-date (YTD) in 2009 through October, our model has returned +17.09% versus +14.76% for the SPDR S&P 500 ETF (SPY) and +14.72% for the S&P 500 (SPX), resulting in relative outperformance of +257 bps versus SPY and +255 bps versus SPX.  On a trailing twelve month (TTM) basis through October 2009, our model has returned 8.28% versus 6.95% for SPY and 6.96% for the S&P 500, resulting in relative outperformance of 133 bps versus SPY and 132 bps versus the S&P 500. 
Sample from April 2007.

Asbury Alerts are periodic daily reports that we use to add real-time color and perspective to the broader market themes that appear in our other reports.   Asbury Alerts are used to let clients know when important changes are taking place in the markets, as they happen.  Sample from June 12, 2009.

NEW!  Intraday Updates via Instant Messenger are available to premium clients.  Real-time updates via IM include our What We're Watching Today pre-market comments, observations and trading ideas.  IM access also enables clients to keep us on their desktop to provide on-the-fly analysis, to field intraday questions, and to fulfill on-demand requests for charts and data.

Custom research and charts are also available to clients upon request, either to assist in internal investment decisions or for external client presentations.