What a difference a year makes. This time last year investors were particularly bullish on European Banks as they were expected to benefit from higher bond yields, rising inflation expectations and an improving economic picture. Alas a slowdown in China and plunging oil prices have since changed this outlook. More recently, uninspiring earnings reports and...Read More
US Technology stocks like most other sectors, have endured a terrible start to 2016. At the time of writing, The Nasdaq Composite index is down 14.6% on a YTD basis and underperforming the S&P 500 index by about 5%. Dismal forecasts from companies such as LinkedIn Corp (LNKD) and Tableau Software (DATA), the strong dollar...Read More
MARKET OVERVIEW The table above shows the current distribution of momentum for the various sectors of the US Equity markets. Technology, Financials and Utilities currently present the best opportunities for spotting equities with positive momentum. Basic Materials and Oil & Gas stocks, on the other hand are in a strong negative trend. MOMENTUM EVOLUTION The...Read More
MARKET OVERVIEW The table above shows the current distribution of momentum for the various sectors of the UK Equity markets. Consumer Goods, Technology and Consumer Services sectors currently present the best opportunities for spotting equities with positive momentum. Basic Materials and Oil & Gas stocks, on the other hand are in a strong negative trend. MOMENTUM EVOLUTION...Read More
Today at InsideETFs one of the best panels of the day was titled “Smart Beta – A Deep Dive”. The panel was moderated by FactSet and the format emulated the U.S. Presidential Debates, where each panelist was given two minutes to extrapolate their thoughts on Smart Beta (a term universally agreed upon as not so...Read More
WTI Crude has been on a steep downward trend, dropping over 75% in about 18 months. At the time of writing, WTI had recently hit a 12-year low, briefly dipping below $27 per barrel. As a result, Oil & Gas Produces, Equipment Service & Distribution companies have all seen sharp falls in their share prices....Read More
Day 2 of the Inside ETFs conference in Hollywood, Florida concluded with a panel discussion amongst senior executives from some of the industry’s Titans in fund management and indexing including Vanguard, Invesco, BlackRock, SSgA, MSCI and Van Eck. The panelists were asked for their opinions on ways to improve the ETF industry and what types...Read More
The World’s largest ETF conference gets underway in Hollywood, Florida on January 24 with four information packed days of speaking panels, technology demonstrations and killer cocktail parties. Trendrating will be amongst the many product, data and technology exhibitors participating in the event (Booth 319). CNBC’s @BobPisani will be broadcasting live as well as moderating a panel discussion. ...Read More
For many years investors have been accustomed to a “Santa Rally” throughout a good proportion of December and a green start to the New Year. 2016 has been different. Very different!! Volatility was more prevalent in the last few months of 2015 and yet we saw markets trying to rally later in December, despite the US raising...Read More
Forecasting trends is impossible. Identifying and following trends is possible and can be highly lucrative. Trend Following and Legacy Momentum Approaches are some ways in which trends can be identified. However, they are not without their pit-falls. Trend Following systems, while quick to identify trends, tend to be erratic & unreliable in volatile markets, result...Read More
