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...Read More

[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...Read More

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...Read More

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...Read More

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...Read More

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...Read More

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...Read More

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...Read More

by C8 Technologies C8 Technologies is pleased to announce that seven Trendrating indices will now be available through the C8 platform. The strategies will be available to C8 clients to be accessed through a direct index and will be fully included in C8 studio and thus available to be combined with other strategies and allocations...Read More

MEXICO CITY, MEXICO, March 28, 2023/EINPresswire.com/ — Trendrating and Cretum Capital & Advisory Partners join forces to deliver leading-edge solutions to portfolio managers in Latin America. The new stock market cycle generates more challenges and increased risks to equity portfolio managers and advisors. The industry of asset and wealth management need smarter insights to navigate the ups and downs....Read More