Insight
Equities, not just low volatility, dividend back in the spotlight
Last week, we reported on the recovery of the Low Volatility factor, the result of the uncertainty in world stock markets at this particular stage in history. Today we resume the topic of factors, analysing the one concerning high-dividend stocks.
Simulation: All Weather vs. KBMeter Algorithm
All Weather is an investment strategy developed primarily by Ray Dalio and Bridgewater Associates in the 1990s. The objective of this strategy is to obtain a portfolio that minimises the risks arising from market fluctuations in all types of economic [+]
Low volatility factor, a setback for investors
When financial markets start to get rough, investors rediscover the low volatility factor. This is confirmed by data from early 2025.
Chinese equities better than US equities?
Compared to US equity markets, Chinese equities have made an interesting recovery in recent weeks in terms of strength ratio.
Equities, Japan loses strength in Asia
In the last month of trading, the Nikkei 225 lost more than four percentage points. After a long bull run, Japan’s main stock market is suffering from the changing monetary policy scenario and international uncertainties.
Magnificent 7, index enters correction zone
Although the Magnificent Seven index has outperformed US equity markets over the past year, it is showing signs of slowing, with the index entering correction territory in recent days.
Bond: Algorithm vs. Barbell strategy
Today we try to compare two different bond strategies. On the one hand the Barbell strategy, on the other our algorithm, the one that manages all our analyses.
Copper/gold, an indicator of the global economy and inflation
The copper/gold ratio is considered an interesting economic indicator for understanding the health of the global economy and the outlook for gold bullion. So let’s take a look at how it’s performing and what information we can glean from it.
European equities, banking sector in focus
We have already talked about how European equities are taking a little ‘revenge’ on US equities in this early 2025, and among the sectors that are doing particularly well is banking. Let’s see what the relative strength indicators tell us.
The Dow is outperforming semiconductors. But it’s not just the DeepSeek case
The Philadelphia Semiconductor Index (SOX) is a market capitalisation-weighted index of 30 companies active in the semiconductor industry. Due to the importance of its constituent stocks, it is considered an industry benchmark. For this reason, it is interesting to assess [+]
US real estate struggles to attract investors
The real estate sector in the US continues to experience a period of transition. In 2024, the residential market showed signs of recovery, with sales up 13.3% year-on-year, while the commercial market continued to suffer. For insiders, the outlook for [+]
Gold vs Dollar, an update
Gold sees the $3000 per ounce target approaching. The dollar remains strong on geopolitical tensions and US inflation expectations. Gold vs Dollar is one of the themes of these weeks, so let’s see an update on their relative strength.
DAX at full speed despite the German economy
The situation of the German economy continues to be a cause for concern, but the country’s main stock list, the DAX, continues to be among the best in the region.
US equities, the Russell 3000 better than the S&P500 over the past three months
Over the past three months, the Russell 3000 Index has gained 5.51%. In the same period, the S&P500 gained over one point less, 4.02%. And if we look at the strength ratio between the two US listings, the trend still [+]
Oil, Trump announcements have opposite effects on prices
Oil experienced a strong recovery at the end of 2024, but the new year promises to be fraught with uncertainty for crude oil prices. WTI fell again below the $80 per barrel mark, on expectations of an increase in US [+]
European equities rebound, but no shortage of insiders on the horizon
Signs of recovery for European equities? Things have certainly been improving in recent months compared to the early part of 2024, but trade tensions and geopolitical risks may derail this fragile recovery.
After a difficult December, energy emerged in the US sector rotation
As usual, let’s take a look at the performance of the sectors that make up the S&P500 and see how they have moved in the last few eventful months.
Emerging equities, a positive 2024 but paying for the return of the dollar
Emerging market equities closed 2024 on a positive note, but the last few months of the year just ended saw some of the accumulated gains eroded under the blows of a dollar that had returned to show its muscles. 2025, [+]
South Korean equities, a 2024 in weakness
South Korea has been in the spotlight in recent days because of political tensions sparked by President Yoon Suk-yeol’s declaration of martial law on December 3. Economically, the country is also certainly experiencing a delicate moment. GDP growth is estimated [+]
U.S. sectors, November’s recap
How did the situation on the S&P500 equity sectors evolve in November after the U.S. elections? We see this by analyzing the returns.