Contact Information
Geoffrey Mills
Managing Director
European Head of Portfolio Strategy Research
+44 (0)20 7220 1982
geoffrey.mills@opco.com
Oppenheimer Europe Ltd.
6 Gracechurch Street
London
EC3V 0AT
United Kingdom
+44 (0)20 7220 1900
oppenheimereurope@opco.com
Oppenheimer Europe’s Portfolio Strategy Sales team sells complimentary investment tools based on a set of unique models and indicators, designed for fundamentally orientated as well as quantitative portfolio managers, analysts and traders.
A key differentiating factor for the Portfolio Strategy products is the reliance on a set of unique and transparent indicators. Reports are produced on a monthly basis and include commentary on model updates, as well as chart books tailored to a specific equity universe, i.e. S&P 500 and FTSE 100.
The reports include a:
Broad equity market outlook - a multi-indicator composite designed to help institutional investors gauge the intermediate-term relative risk/reward outlook for stocks and other higher-risk assets relative to bonds and lower-risk assets, applicable to both US and global assets.
Country and Regional equity allocation - a multi-indicator ranking model covering 30 countries to help identify the strongest and weakest markets based on aggregated earnings revisions, price action, and valuation indicators
Sector and industry selection - a transparent and disciplined methodology designed to help institutional investors gauge the intermediate-term relative risk/reward outlook for US, European, and Global equal-weighted Global Industry Classification Standard sectors and industries.
Stock selection - a graphical and quantitative tool for analyzing trends in revisions to consensus earnings estimates alongside price and fundamental information, providing comprehensive coverage of over 5,000 stocks globally each month.