Macroeconomic Analysis

Houghton Street Partners performs a macroeconomic analysis for each of its core countries to analyse the viability of investments based on the country's economic health.  The firm takes an in-depth view of 7 key indicators, namely Interest Rate, Inflation & Unemployment, Bank System, Property, Oil, Inflation, Social, Political & Environment, Foreign Exchange and Correlation, Rating & Strength. Houghton Street Partners has developed a proprietary methodology that feeds into our country rotation strategy by allowing us to overlay and adapt our regional origination approach with macroeconomic insights. 

Correlation, Rating & Strength