Heckman Global Advisors
All Country Equity Allocator
 

 
Emerging Markets continue to be overweighted. Although Emerging Asia continues to be underweighted, we have increased our weight in Taiwan  
 
We have increased our weight in Taiwan to an overweight with reasonable valuations, stable GDP forecasts, and low beta risk. We have increased Malaysia’s weight to an overweight with upward revisions to 2022 GDP forecasts and low beta risk. We continue to overweight Indonesia with upward revisions to earnings forecasts and strong 12-month price momentum. On the other hand, China continues to be underweighted – with a downward trend to 2022 GDP forecasts, high beta risk relative to MSCI ACWI, and weak 12-month price momentum. South Korea continues to be underweighted with weakness in growth and very poor 12-month price momentum. India is underweighted based on expensive valuations and further downward revisions to 2022 GDP forecasts. We continue to overweight Emerging Europe/Middle East/Africa but have pared back South Africa. This month, we have pared back South Africa to marketweight. South Africa has reasonable valuations but substantial downward revisions to 2022 earnings forecasts and now negative terms-of-trade trend (export prices relative to import prices over the last 18 months). Turkey remains overweighted based on very inexpensive valuations and a vastly undervalued exchange rate. However, high risks remain with wide sovereign risk spreads. Latin America remains overweighted. Brazil, Chile, and Colombia remain overweighted. They are inexpensive markets. However, terms-of-trade for Brazil and Chile has turned more negative with the recent fall in some commodity prices. Colombia’s terms-of-trade continues to be attractive as a large oil exporter where prices have not fallen as much in the last several months. Mexico remains underweighted downward revisions to 2022 GDP forecasts.
 
 
In North America, U.S. continues to be underweighted, and Canada has become underweighted
 
The U.S. continues to be expensive relative to other markets. In addition, U.S.$ is overvalued and 2022 GDP forecasts have been revised downward 180bp in the last 6 months. We have reduced our weight in Canada. Terms-of-trade trend has gotten weaker, C$ is marginally overvalued, and short-term interest rates relative to their 2-year average have risen substantially.
 
 
Continental Europe remains mixed
 
Despite some weakness in the price of oil over the last 2 months, Norway continues to be overweighted with attractive terms-of-trade trend, inexpensive valuations, and strong 12-month price momentum. Italy and Austria continue to be favored as inexpensive markets. However, in Italy, with both the energy and political crisis, sovereign risk spreads have widened substantially. Portugal has become overweighted with upgrades to 2022 GDP forecasts over the last 6 months. Spain remains marketweighted with reasonable valuations and downward trending domestic credit growth/GDP.
 
 
Israel is now overweighted with attractive valuations and upgrades to forecasted 2022 GDP
 
 
Developed Asia has become underweighted
 
We decreased our overweight in Australia with weakened terms of trade trend. However, it remains one of the few markets without major downgrades to 2022 GDP forecasts over the last 6 months. Japan continues to be underweighted. GDP forecasts for 2022 have been downgraded by 130bp over the last 6 months, and terms-of-trade trend remains negative. Singapore and Hong continue to be underweighted. They are expensive markets with poor price momentum over last 12 months.
 
 
U.K is underweighted
 
The U.K has reasonable valuations, and price momentum over the last 12 months has continued to improve. However, forecasted GDP for 2022 continues to be revised downward.
 
 

 
ABOUT THE AUTHOR
Dr. Leila Heckman, PhD
 
Dr. Leila Heckman is a highly regarded global strategist with over twenty-five years of experience. 
 
Dr. Heckman is the Founder of Heckman Global Advisors. Previously, she was the Managing Director for Lebenthal and led the International Equity teams at Roosevelt, Mesirow Financial, and Bear Stearns Asset Management.  Earlier in her career, she was Senior Managing Director of Global Asset Allocation at Citigroup Smith Barney, where she built a preeminent team that was ranked #1 or #2 by Institutional Investor’s annual global poll for four years in a row. She also served as a voting member of the Investment Policy Committee and Asset Allocation Committee of Salomon Smith Barney. During her career, Dr. Heckman also was Vice President at Alliance Bernstein, where she developed sophisticated strategic asset allocation models.
 
Currently, she is on the investment committees for Catalyst.org, a non-profit focused on women in the workplace, and for the International Rescue Committee (IRC). She serves on the Advisory Committee for Cornell University's Financial Engineering Program. She is a member of the Council on Foreign Relations. She served on the Sun Life Financial U.S. Board for nine years. Dr. Heckman has a B.A. from Brown, a M.S. in Operations Research from Cornell, and a Ph.D. from NYU Polytechnic (now NYU Tandon School of Engineering).
 
 

 
This report is prepared and distributed by Heckman Global Advisors, a division of DCM Advisors, LLC.
 © 2021, All Rights Reserved.
 
DISCLOSURE: This publication is provided by Heckman Global Advisors (“HGA”), which is not an independent entity but is a Division of DCM Advisors, LLC, a registered investment adviser. The region and sector allocations recommended herein are solely those of HGA and may differ from those of other business units of DCM Advisors, LLC. Nothing contained herein constitutes an offer to sell or a solicitation of an offer to buy any security or any interest in DCM Advisors, LLC vehicle(s). The information contained herein has been obtained from sources believed to be reliable but is not necessarily complete and its accuracy cannot be guaranteed. The comments contained herein are opinions and may not represent the opinions of DCM Advisors, LLC and are subject to change without notice. All investments are subject to the risk of loss, including the potential for significant loss, and it should not be assumed that any models or opinions incorporated herein will be profitable or will equal past performance. Copyright © 2018 DCM Advisors, LLC. All Rights Reserved. These materials are the exclusive property of DCM Advisors, LLC. Unless otherwise expressly permitted by DCM Advisors, LLC in writing, please do not distribute, reproduce or use these materials for any purpose other than internal business purposes solely in connection with the management of investment funds or investment products that are sponsored or advised by you. This publication is not considered a Research report under FINRA Rule 2241(a)(11) and related rules
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