The most hated bull market in history charges ahead. The Fed’s interest rate decision, delivered in Janet Yellen’s speech, cheered markets putting risk assets back in play….at least for now. The Nasdaq 100 briefly traded at an all-time high yesterday (Sept 22, 2016) and closed just below that level. In markets like these that are...Read More

Early this year, we released a report on European Banks urging investors to be wary as this sector was trending negatively (see link). In that report, we highlighted five negatively rated banks with bad performance. Seven months later, having to contend with a low interest rate environment and increased regulatory scrutiny, all five banks are...Read More

Since about August 2014, Oil prices have been heading lower. From a high of about $114, Brent Crude dropped as low as $27.9 before recovering. Below is a one-year chart for Brent Crude from Trendrating. The graph clearly shows the steep fall in crude and the recovery, post March. Trendrating currently has a positive rating...Read More

What a wild ride it has been in equity markets so far this year. Recently, the British public voted to leave the European Union. This was a shock to markets as the remain camp appeared to have a slight lead in polls. Consequently markets sold off on June 24 when results were announced. Smart Momentum analytics,...Read More

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...Read More

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

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...Read More

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...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