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Trendrating SA
Trendrating U.S. Performance Dispersion Navigator – January 2024 Performance dispersion is the opportunity. Here is the performance of the S&P 500 index over the last three years: up 27% in 2021, down -19% in 2022 and up 24% in 2023. This “roller coaster” behavior of the market is here to stay, according to experts. The...
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The Opportunities For Smart Investors in The New Regime As the new market cycle is imposing a reassessment of traditional strategies and raises the bar to deliver performance for the professional portfolio management industry, we asked the opinion of Rocco Pellegrinelli, founder & CEO of Trendrating, an innovative wealth tech firm providing advanced analytics and...
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In the new market cycle, stock indices can only offer high volatility and low annual returns for the next few years, if history can be of guidance – the sideways market cycles of 1969-1980 and 2000-2009. However, the performance dispersion across stocks is broad and provides the opportunity to outperform. How broad is the performance...
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[Is the bear back or are we entering a protracted, low-return market environment? Either way, active portfolio management can still potentially deliver superior returns even in difficult market cycles by “acknowledging and respecting price trends and profiting from the broad performance dispersion across stocks”. This statement and a further call on our entering a new...
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Based on our research, in 2022 we entered a new market cycle that is expected to generate low returns for the next few years. The previous similar market cycles (1968-1982 and 2000-2009) recorded annualized returns on major US indices that were below 1% with a long sequence of volatile up and down waves. But while...
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The performance dispersion across stocks and sectors offers the opportunity to deliver superior returns. The key is to have the tools to assess the trade flows from buyers and sellers and to be able to discriminate the positive vs. negative trends on the basis of the actual price behavior. Introducing this approach as a new...
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The investment markets of 2022 proved how inadequate many conventional data, analytics and risk management tools were in trying to limit the damage of a bear trend. Traditional risk management and analytical tools exposed their limits during 2022 and the continuing new market regime of sequential bull and bear markets will continue to be a...
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The Opportunities For Smart Investors in The New Regime As the new market cycle is imposing a reassessment of traditional strategies and raises the bar to deliver performance for the professional portfolio management industry, we asked the opinion of Rocco Pellegrinelli, founder & CEO of Trendrating, an innovative wealth tech firm providing advanced analytics and...
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Performance dispersion is the distribution of medium-term price trends in any chosen investment universe. For example, in 2022 the S&P 500 lost 19%. The bottom top 25% performers posted an average loss of 44%, while the top 25% performers recorded an average gain of 22%. The differential is massive. Performance dispersion is a fact that...
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Stock markets entered in a new cycle in 2022. The experts call it “a new regime”, expected to generate low returns for the next few years. History can be of guidance here. After years of bull market a new cycle of low return usually last up to 11 years. Some statistics can offer an idea...
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