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
The message from the stock market is clear. The new market cycle is punishing static asset allocations and passive strategies. Experts like BlackRock expect a decade of low returns in the indices. This means up and down repetitive waves and goodbye to the bull market. Here are the facts: The S&P500 recorded a first wave...Read More
Many experts say we entered a new market regime of high volatility and lower returns. In this new market cycle, it is essential to have the right technology to promptly spot emerging risks and opportunities across stocks. To explore how to respond to this changing investment cycle, we went to Rocco Pellegrinelli, CEO of Trendrating – a...Read More
By Rocco Pellegrinelli, Founder & CEO of Trendrating 2022 issued in a new stock market regime that caught many investors off guard. After a decade long bull market, a new secular cycle started in January 2022. The ensuing bear trend produced broad losses over the course of the year. Experts now say that we face...Read More
The bull market is gone, and experts say that we are in a new market regime. A new cycle of low returns can last a few years, as historical data can confirm. Returns from indices can prove to be volatile and erratic, but the performance dispersion across stocks offers the opportunity to perform by embracing...Read More
[Shifting investment markets driven by uncertainty and volatility create challenges and opportunities. According to Nigel Bolton, co-global head of equities at BlackRock – “Investors can now expect a decade of higher inflation and lower returns”. Many analysts are calling it a “regime change” in financial markets and warn that this can expose the inadequacy of several conventional investment...Read More
Risk and return are the two essential aspects of financial investment. Risk is the probability of suffering losses, whereas return is an income earned through an investment. The higher the risk, the higher the return on investment and vice versa. Individual investors like to minimize risk as much as possible. As an investor, to maximize...Read More
[Every investment universe exhibits broad performance dispersion – a range of performance results in markets and sectors that still exist despite the overall current market weakness. Whatever investment approach or selection strategy you use, taking advantage of performance dispersion can support your alpha generation and risk management efforts. The question is how do you discover...Read More
