Value & Momentum is a strategy that combines the factors of value and momentum to buy cheap companies that are trading with good momentum. Portfolio weights are adjusted for volatility and changes are made once a month. Holdings and position sizes are included in the premium package and...
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Trend following is about accepting small losses and riding winners. Riding winners longer than most others manage to do. As an investor, it is very easy to sell winners too early. The strategy works well when the market offers sustainable trends, but...
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In the data library we have a wealth of price data and different types of indicators. Our breadth indicators show how the underlying stocks in an index are developing. These indicators can also be applied to commodities, currencies (FX) or interest rates. A breadth indicator provides an extra...
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Monday's Stock Market Lunch at EFN was hosted by our market strategist Erik Martin Hansén and David Bagge from Marketmate. We look at the Stockholm Stock Exchange, the New York Stock Exchange and gold, among other things. The hosts are Kelly Connelin and Gabriel Mellqvist.
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Top Picks Momentum buys and sells stocks based on our Pure Momentum strategy. This strategy identifies low-volatility uptrends, with the assumption that these trends often last longer than expected. While momentum strategies don't always perform optimally...
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Most people buy and hope for the best. That's not how we should work if we are going to work with short-term strategies and take trading seriously. This article is for advanced market participants who trade actively, use stop losses and...
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The strategy combines the factors of value and momentum to buy cheap companies that are trading with good momentum. Portfolio weights are adjusted for volatility and changes are made once a month. Our model portfolios are included in the premium package. Portfolio comment The portfolio has risen by 25% in 2024...
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Volatility & Quality is a factor-based strategy for creating exposure to stocks with low volatility and good fundamental quality. Low volatility often coincides with an upward trend in the stock price, which implies a trend-following nature of model portfolios. The result is that...
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Most people have a strong opinion about gold. You either like the idea of owning gold or you reject the precious metal. Including gold in a portfolio can have a positive impact on risk-adjusted returns. Here are 4 points...
Return to a normal yield curve
Categories In Blog, Market comments Reading time - 2 min read
The US yield curve has now returned to a normal shape after being inverted since 2022. But what does this mean? When the yield curve inverts, it means that short-term interest rates are trading higher than long-term interest rates. Usually, it refers to the 2-year yield and...
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