#InsideETFs – Smart Beta Deep Dive

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…

MOMENTUM ANALYSIS: Global Oil and Gas Stocks

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.…

#InsideETFs -The Next Wave of Innovation

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…

#InsideETFs – CNBC’s Hottest ETF Topics

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. …

A Fundamental Problem

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…

Don’t Unfriend the Trend

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…

Reducing Downside Capture

2015 was an interesting year for stock investing. We started the year on an optimistic note with many markets boasting double-digit returns at the end of the first quarter. However, as year-end approached, the boom fizzled out and most markets ended the year flat to down. In this article by Matt Egan published in CNN Money, we…