This report will utilise Trendrating’s Smart Momentum Analytics to assess the health of equity in developed markets and summarise momentum events in the last month. It will also suggest a strategic allocation across G7 Countries/ Sectors MARKET OVERVIEW/ Market Breadth The Chart below analyses market breadth in Developed Markets Equity Sectors. Technology, Consumer Goods and...Read More
8–11 May 2016 Palais des congrès de Montréal Montréal, Quebec, Canada #CFAInvest TRENDRATING – BOOTH #27 The flagship CFA Institute Annual Conference rotates continents and is one of the investment industry’s largest and longest running educational gatherings of investment professionals, attracting as many as 1,800 delegates from 70 countries and regions in prior years. A...Read More
US Technology stocks have continued their relatively poor start to 2016. At the time of writing, the Nasdaq Composite index is down 5.5% while the S&P 500 Index is up about 1.04% on a YTD basis. Exploring S&P 500 Gic Sectors, we find that Technology stocks are out performing only Financials and Health Care….again on...Read More
This report will analyse the universe of indices covered by Trendrating. It will assess the distribution of momentum ratings, summarize rating changes observed over the last month, validate the performance of issued ratings over various time periods and finally, will graphically show the timing of some issued positive and negative ratings. Sectors: Momentum Rating Distribution...Read More
This report will analyse the universe of indices covered by Trendrating. It will assess the distribution of momentum ratings, summarize rating changes observed over the last month, validate the performance of issued ratings over various time periods and finally, will graphically show the timing of some issued positive and negative ratings. Indices: Momentum Rating Distribution...Read More
About a month ago, we released a report on Global mining stocks highlighting how this sector, after a long decline, was beginning to see a change in fortune (see link). Over the last month, as the S&P 500 index (SPX) as returned 5.45%, the SPDR S&P Metals & Mining ETF (XME) and the Market Vectors...Read More
The momentum effect – the fact that, over time, winning assets will continue winning and vice versa – is gaining in popularity as an investment strategy. Although momentum has not yet been fully embraced in all quarters, this is set to change as investors recognise the potential of this robust and persistent factor. The FT’s...Read More
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
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
