US Equity: Positive Momentum Investment Ideas

Below is a selection of stocks, listed in the United States and highlighted by the Trendrating Smart Momentum Model. The stocks have the following characteristics: A rated – Strong positive momentum Young Trends – stocks only recently received their positive rating Out-performed the S&P 500 (SPX)since their positive rating Should make good investment candidates in the…

Developed Markets Macro Analysis

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…

Momentum Analysis: US Retailers – who’s buying?

In a difficult year for stocks, Retail has not provided particularly strong performance.While this sub-sector fell along with the general markets in January and early February, it’s recovery has been considerably weaker than the S&P 500. On a YTD basis, XRT (SPDR S&P Retail ETF) has returned about -3.56%. This compares to a 2.28% return…

Trendrating: Gunning for Gold

In a difficult year for global stocks, Gold Miners have been particularly strong performers. However, according  to this recently published article on Bloomberg (see link) most funds missed out on this rally. On a YTD basis, GDX (Van Eck Vectors Gold Miners ETF) has returned about 84%. This compares to a 1.1% return delivered by…

Trendrating to Exhibit at CFA Institute Annual Conference in Montreal

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…

US Technology Stocks: Has FANG lost its bite?

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…