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Six prosperous trends for 2015

As all investors should do at this time of year, the team at Cadence Capital contemplate what lies ahead in the investment markets and try to form a view.
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Karl Siegling
By Karl Siegling · 11 Mar 2015
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Karl Siegling
By Karl Siegling ·
11 Mar 2015
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As all investors should at this time of year, the team at Cadence Capital contemplate what lies ahead in the investment markets and try to form a view.

Ultimately we are “bottom up” analysts and our macro view serves only to set the stage for the companies we will visit and the sectors where we think there may be a large change in expected earnings.

We do not simply develop a macro view and then start investing based on how we feel at the time. That said, contemplating the established trends in the market and the areas where there may be trend change can be useful in the thought process.

Here are six trends for 2015 that we are exploring ...

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Karl Siegling
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Frequently Asked Questions about this Article…

Cadence Capital Limited employs a 'bottom up' investment approach, focusing on analyzing individual companies and sectors rather than relying solely on macroeconomic trends.

While Cadence Capital Limited does consider macroeconomic trends, they primarily use them to set the stage for analyzing specific companies and sectors where they anticipate significant changes in expected earnings.

Considering market trends is important as it helps investors identify areas where there may be significant changes in expected earnings, allowing them to make informed investment decisions.

The article mentions that Cadence Capital Limited is exploring six key trends for 2015, although it does not specify what these trends are.

Cadence Capital Limited forms their investment views by contemplating established market trends and potential changes, while focusing on detailed analysis of individual companies and sectors.

A 'bottom up' analysis is significant in investing as it involves evaluating individual companies and sectors in detail, which can lead to more informed and potentially profitable investment decisions.

Everyday investors can benefit from understanding market trends as it helps them anticipate changes in earnings and make strategic investment choices that align with potential market shifts.

Contemplation plays a crucial role in Cadence Capital Limited's investment strategy as it involves reflecting on market trends and potential changes, which informs their detailed analysis of companies and sectors.