Smart Beta: What you need to know

  Smart beta strategies aim to improve returns, lower risk and increase diversification through a transparent, rules-based approach. Smart beta is the middle ground between active and passive management. Smart beta can offer low-cost exposure to one or several different investment factors including value, momentum, low-volatility, quality or size.  In recent years ‘Smart beta’ has…

Trendrating: Great calls on Global Mining Stocks

Slowing global demand, particularly in China has been cited as a major reason why metals and mining stocks performed poorly in 2015. Indeed, as recently as December, the red metal (copper) was still hitting multi-year lows. 2016 appears to be bringing a change in fortune as investors begin dipping their toes back in this sector.…

Trendrating Momentum Analytics: US Equity Report Feb 18, 2016

MARKET OVERVIEW   The table above shows the current distribution of momentum for the various sectors of the US Equity market. Utilities, Technology and Telecommunication sectors  currently present the best opportunities for spotting equities with positive momentum. Basic Materials  and Oil & Gas stocks, on the other hand, have the vast majority of their constituents trending negatively. MOMENTUM…

MOMENTUM ANALYSIS: European Banks

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…

MOMENTUM ANALYSIS: US Technology Stocks

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…