Measuring Performance Dispersion after the Russell Rebalance The annual reconstitution of Russell Indices recently took place, an event that have influence on over $9 trillion in assets benchmarked to this family of indices. What exactly did this year’s shake up mean to investors? This recent rebalance underlines an increasing disparity between large and small cap...Read More
A Fundamental Disconnect Nearly 100 companies in the S&P 500 have withdrawn earnings guidance in this most recent earnings season, shining a light on just how uncertain the largest companies are about the Post-Covid economy. Others have cut dividends, suspended buybacks and laid off employees to preserve cash. This is anything but a normal economy....Read More
Trendrating provides the necessary advanced analytics and tools to gain a more intelligent synchronization to the actual price trends, filtering out the noise and the biases. Seasoned fintech entrepreneur with more than 25 years’ experience in building world class companies in portfolio analytics and investment strategies modelling, Rocco Pellegrinelli, CEO, Trendrating is the design and...Read More
By Roger Aitken – Trendrating, a specialist in trend capture analysis with a focus on helping customers more effectively profit from bull markets and avoid bear phases, has made its ratings data and analytics available to Bloomberg Data License clients via the Bloomberg Enterprise Access Point (BEAP). The new additional offering on BEAP is touted as...Read More
This new additional offering on BEAP makes it possible for portfolio managers and quantitative analysts to access data with a robust methodology to rate price trends, validate investment ideas, add an extra layer of risk control and capture additional Alpha. LUGANO, SWITZERLAND, MAY 07, 2020 — Trendrating, a global leader in cutting edge “trend capture” data...Read More
Trendrating – a Swiss company providing advanced analytic solutions for active investment managers across the globe – will begin sharing monthly research results from our price trend analytics engine to help provide some guidance for advisors and other investors. We are in unprecedented times as to economic, market and health disruptions in our world. We feel,...Read More
LUGANO, SWITZERLAND (April 2020) – Trendrating, a global leader in advanced analytics and ‘trend-capture’ technology in financial markets, recently announced the release of its latest software update for its popular Performance Management Platform. Version 2.7.0 enables investment managers to extract even greater value from the firm’s cloud-based software platform to identify investment opportunities and to...Read More
The unprecedented speed of the 2020 bear market, coupled with the significant impact stemming from the selloff of ETFs and indiscriminate liquidation of stocks regardless of quality, has produced a unique, yet potentially fortuitous, situation for investors. To put things in perspective, the Dow Jones Industrial Average declined by 28.1% between 12 February and 17...Read More
The current health, economic and market crisis will force all of us to re-evaluate our core assumptions and established ways of doing things. There most probably will not be a “V” shaped recovery to all things the way they were but, instead, hopefully this “perfect storm” will catapult us towards better more knowledgeable decisions and...Read More
With equity markets entering bear territory this week that witnessed losses of between -27% to -39% for key equity indexes, the rapid stock sell-off offers an interesting comparison to the bear crash of 1987. Back then, the Dow Jones Industrial Average − for example − lost -37% (from 2720 to 1700 on a closing basis),...Read More
