A disciplined focus on the macroeconomic drivers of performance
Rarely does the same sector remain in favor year after year.
Through a disciplined analysis of 200+ global and domestic indicators, we form a macroeconomic outlook on which sectors, regions, and securities are most likely to outperform. Ultimately, we make allocation decisions based on the data, regardless of short-term market sentiment. This is where wisdom grounded in data makes a difference.
Data drives high conviction
Successfully navigating market trends, risks and cycles takes wisdom and discipline. Our process employs exhaustive research and analysis to screen out noise, avoid biases, and focus on the most important information. Our approach is differentiated by methodical analysis to discern what data matters most and when – knowledge which supports high-conviction decisions.
Learn moreActive strategies based on macroeconomic analysis and conviction
Global Strategy
Global Equity
Employs active allocation across global equity markets in pursuit of long-term capital appreciation.
Global Strategy
Global Balanced
Blends global equity growth potential with U.S. fixed income for stability.
Global Strategy
Global Conservative
Emphasizes capital preservation through an active fixed-income allocation with growth potential from global equities.
DOMESTIC Strategy
U.S. Sector
Employs high-conviction sector allocation and avoidance driven by macroeconomic analysis.
DOMESTIC Strategy
Large-Cap Core Equity
Combines high-conviction sector allocation and avoidance with active stock selection.
Commentary | Q2 2021
Speed bumps, not road blocks, as recovery downshifts to expansion
We expect the economic cycle to evolve quickly from the unprecedented recovery to an expansionary phase, which should present opportunity in select areas of the market as economic growth normalizes.
Our unique market and macroeconomic insights
Commentaries
Highlights | Q3 2021
Sharp economic recovery to transition to expansion
Macroeconomic highlights – Q3 2021
Key trends impacting our investment decisions
Macroeconomic Highlights
Research | Q4 2020
Choosing sectors over style: seeking alpha within U.S. equities
Growth and Value style allocation is widely utilized, but, in our view, active sector allocation offers the potential for greater and more consistent excess return.
What the data reveals about emerging trends and the macroeconomic outlook
ResearchOur team
Our greatest resource is our people and the focused wisdom and deep experience they bring to their work. Since 2004, we have grown to 25 employees. WestEnd Advisors is owned by seven partners, each of whom is active in the company today.