Tag Archives: Equities

Ranking T-Advisor: The best stocks and funds in May

What stocks and funds were the best in April? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares in May were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Masmovil

10

118.05%

28.61%

-3.66%

Mercado Alternativo
Biesse

10

79.78%

27.79%

-4.63%

Mercato italiano
Orbis

10

76.92%

31.16%

-6.83%

Deutsche Boerse
Viscom

10

68.45%

28.11%

-6.81%

Deutsche Boerse
Evotec OAI

10

68.30%

33.45%

-4.50%

Xetra

USA-CANADA

Ultra Clean Holding

10

140.93%

42.45%

-7.77%

Nasdaq
Extreme Networks

10

89.86%

36.72%

-6.98%

Nasdaq
IRobot

10

70.78%

29.71%

-3.12%

Nasdaq
IAC-Interactivecorp

10

64.38%

27.14%

-3.55%

Nasdaq
Brooks Aut.

10

61.69%

32.21%

-4.04%

Nasdaq

ASIA-PACIFIC

Melco Internat.

10

86.72%

37.91%

-6.26%

Hong Kong
Tokyo Electron

10

41.69%

30.45%

5.34%

Tokyo
Qantas Airlines

9.99

49.55%

26.32%

-6.90%

Australia
Minebea

9.74

63.23%

43.93%

-8.31%

Tokyo
Konami

9.64

13.98%

28.08%

-6.97%

Tokyo

The best funds in May were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY

ALLIANZ INST. INV. SERIES – EUROPEAN MICRO CAP/A/EUR

9.76

23.92%

13.53%

-1.82%

Allianz
INVESCO FUNDS SERIES 4 – CONTINENTAL EUROPEAN SMALL…

9.56

20.74%

13.66%

-2.91%

Invesco
BLACKROCK BSF – EUROPEAN OPPORTUNITIES EXTENSION/A/EUR

9.50

15.79%

11.57%

-3.40%

BlackRock
JPMORGAN FUNDS – EUROPE SMALL CAP FUND/A/EUR

9.44

16.49%

10.63%

-2.83%

JP Morgan
MORGAN STANLEY IF – US ADVANTAGE/A/EUR

9.43

16.18%

8.40%

-1.58%

Morgan Stanley
FF – IBERIA FUND/A/EUR

9.43

18.14%

12.54%

-3.22%

Fidelity
JPMORGAN FUNDS – EUROPE TECHNOLOGY FUND/D/EUR

9.41

18.76%

12.35%

-2.69%

JP Morgan
BLACKROCK BGF – SWISS SMALL , MIDCAP OPPORTUNITIES/…

9.40

23.30%

9.08%

-2.04%

BlackRock
FF – FRANCE FUND/A/EUR

9.38

11.68%

12.92%

-2.95%

Fidelity
DWS AKTIEN STRATEGIE DEUTSCHLAND/A/EUR

9.36

15.90%

14.90%

-3.00%

Deutsche Asset and Wealth

FIXED INCOME

AVIVA INVESTORS – EMERGING MARKETS BOND FUND/A/EUR

9.12

11.54%

8.06%

-1.43%

Aviva
AVIVA INVESTORS – GLOBAL HIGH YIELD BOND FUND/A/EUR

8.94

9.58%

7.17%

-1.09%

Aviva
BKRK MNYD PA QT – SHS OF BENEF INTEREST/-/USD

8.55

1.71%

7.87%

-1.74%

BlackRock
AVIVA INVESTORS – EMERGING MARKETS CORPORATE BOND F…

8.53

9.65%

6.25%

-0.99%

Aviva
AVIVA INVESTORS – GLOBAL CONVERTIBLES FUND/A/EUR

8.50

10.98%

8.09%

-1.34%

Aviva
ALLIANZ GIF – US HIGH YIELD/A/PLN

8.18

3.82%

4.08%

-0.96%

Allianz
ALLIANZ GIF – EURO HIGH YIELD BOND/A/PLN

7.98

3.56%

3.45%

-0.94%

Allianz
AURUM RENTA VARIABLE FI/-/EUR

7.91

6.49%

9.08%

-1.92%

Popular Gestión
CIE BENR OPP IN — SHS -A-(USD)

7.90

3.11%

2.05%

-0.54%

Benjamin de Rothschild
SCHRODER ISF – GLOBAL HIGH YIELD/A/EUR

7.80

4.12%

4.37%

-1.23%

Schroder

 

Ranking T-Advisor: The best stocks and funds in March

What stocks and funds were the best in March? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares in March were as it follows:

Company

Score Perf. YTD Volatility Weekly VaR

Market

EUROPE

Masmovil

10

42.86%

26.31%

-3.66%

Mercado Alternativo
Interpump Group

10

40.19%

19.97%

-3.43%

Mercato italiano
Banca Ifis

10

38.19%

40.65%

-6.80%

Mercato italiano
Ipsen

10

36.48%

21.94%

-4.48%

Paris
Galapagos

10

33.87%

35.27%

-7.44%

Brussels

USA-CANADA

Activision Blizzard

10

38.08%

26.95%

-4.12%

Nasdaq
Sinclair

10

21.44%

30.49%

-6.72%

Nasdaq
Idexx Labs

10

31.84%

25.95%

-4.18%

Nasdaq
Micron Technology

10

31.84%

36.48%

-6.32%

Nasdaq
Cognex Group

10

31.96%

28.68%

-5.00%

Nasdaq

ASIA-PACIFIC

Geely Auto

10

60.59%

35.16%

-7.66%

Hong Kong
Minebea

10

35.49%

46.73%

-8.31%

Tokyo
Alps Electric

9.95

11.64%

48.44%

-10.31%

Tokyo
Hino Motors

9.94

13.19%

36.47%

-7.52%

Tokyo
Yasukawa Denki

9.93

22.88%

25.86%

-5.53%

Tokyo

LATAM

Multifoods

9.95

47.32%

30.77%

-5.52%

Santiago de Chile
Banmedica

9.07

23.81%

24.55%

-4.32%

Santiago de Chile
Embonor

8.93

21.34%

22.46%

-4.97%

Santiago de Chile
SM Banco Chile

8.05

8.27%

9.35%

-1.93%

Santiago de Chile
Aguas Andinas

7.94

11.69%

22.38%

-4.88%

Santiago de Chile

The best funds in March were as it follows:

Fund

Score Perf. YTD Volatility Weekly VaR

Managing company

EQUITY

INVESCO FUNDS SERIES – ASIAN EQUITY FUND/A/EUR

9.72

12.47%

14.22%

-2.57%

Invesco
JPMORGAN FUNDS – EUROPE TECHNOLOGY FUND/D/GBP

9.65

12.62%

15.49%

-3.59%

JP Morgan
BLACKROCK BGF – WORLD TECHNOLOGY/A/GBP

9.64

14.34%

16.91%

-5.46%

BlackRock
INVESCO FUNDS SICAV – NIPPON SMALL/MID CAP EQUITY F…

9.60

7.23%

22.66%

-7.33%

Invesco
FTIF – FRANKLIN INDIA FUND/A/EUR

9.55

17.85%

14.97%

-3.36%

Franklin Templeton
ALLIANZ GIF – EUROPE EQUITY GROWTH/A/PLN

9.49

8.75%

12.39%

-3.18%

Allianz
FF – IBERIA FUND/A/EUR

9.42

11.63%

12.73%

-3.22%

Fidelity
BLACKROCK BGF – SWISS SMALL , MIDCAP OPPORTUNITIES/…

9.31

11.99%

8.18%

-2.04%

BlackRock

FIXED INCOME

BBVA CRECIMIENTO EUROPA DIVERSIFICADO FI/-/EUR

8.91

7.23%

9.15%

-1.94%

BBVA
FTIF – TEMPLETON GLOBAL TOTAL RETURN FUND/A/PLN

8.68

4.51%

10.57%

-2.62%

Franklin Templeton
FTIF – TEMPLETON EMERGING MARKETS BOND FUND/A/USD

8.57

7.73%

9.25%

-1.89%

Franklin Templeton
BKRK MNYD PA QT – SHS OF BENEF INTEREST/-/USD

8.55

1.71%

7.87%

-1.74%

BlackRock
ABERDEEN GLOBAL – SELECT EMERGING MARKETS BOND FUND…

8.27

5.13%

6.98%

-1.76%

Aberdeen
INVESCO FUNDS SERIES 2 – EMERGING MARKETS BOND FUND…

8.15

3.65%

7.08%

-1.49%

Invesco
AVIVA INVESTORS – GLOBAL CONVERTIBLES FUND/D/GBP

8.13

4.21%

24.65%

-2.28%

Aviva
FTIF – TEMPLETON GLOBAL HIGH YIELD FUND/A/EUR

8.12

1.72%

8.66%

-1.71%

Franklin Templeton
CS IF 14 CREDIT SUISSE LUX HIGH YIELD BOND/A/USD

8.08

4.81%

3.81%

-0.58%

Credit Suisse
FF – ASIAN HIGH YIELD FUND/A/USD

8.04

3.53%

2.93%

-0.45%

Fidelity

 

Ranking T-Advisor: The best stocks and funds in February

What stocks and funds were the best in February? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares in February were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Verbio

10

82.02%

43.49%

-11.12%

Deutsche Boerse
Fasasoft

10

43.98%

26.11%

-5.38%

Deutsche Boerse
Sinnerschrader

10

38.77%

31.91%

-6.60%

Deutsche Boerse
Ipsen

10

26.20%

23.17%

-5.71%

Paris
Melexis

10

26.14%

25.84%

-5.73%

Brussels

USA-CANADA

The Medicines

10

54.45%

45.92%

-7.80%

Nasdaq
Cynosure

10

44.74%

37.66%

-6.08%

Nasdaq
Netease.com

10

41.66%

31.42%

-6.11%

Nasdaq
Marketaxess

10

32.88%

27.66%

-4.92%

Nasdaq
Incyte

10

32.74%

38.80%

-9.70%

Nasdaq

ASIA-PACIFIC

Geely Auto

10

42.51%

34.76%

-7.66%

Hong Kong
Minebea

10

31.84%

49.41%

-8.31%

Tokyo
Tosoh

10

18.74%

36.23%

-6.53%

Tokyo
CSL

10

17.38%

22.98%

-5.04%

Australia
Yasukawa Denki

10

15.84%

27.86%

-6.02%

Tokyo

LATAM

Forus

9.06

7.75%

28.89%

-7.02%

Santiago de Chile
Embonor

8.80

4.74%

23.23%

-4.97%

Santiago de Chile
Parque Arauco

8.77

6.92%

17.02%

-2.92%

Santiago de Chile
Paz Corp.

8.26

12.50%

31.27%

-6.90%

Santiago de Chile
Alicorp

8.24

5.34%

24.41%

-4.01%

Lima

The best funds in February were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY

INVESCO FUNDS SERIES – ASIAN EQUITY FUND/A/EUR

9.72

12.47%

14.22%

-2.57%

Invesco
FF – NORDIC FUND/D/SEK

9.69

7.46%

15.79%

-2.16%

Fidelity
FRNKLN IND BLUE – UNITS – GROWTH/-/INR

9.68

8.96%

11.96%

-2.18%

Franklin Templeton
INVESCO FUNDS SICAV – NIPPON SMALL/MID CAP EQUITY F…

9.67

4.77%

23.34%

-7.33%

Invesco
ALLIANZ INST. INV. SERIES – EUROPEAN MICRO CAP/A/EUR

9.65

9.15%

13.49%

-1.82%

Allianz
DSP BR 100 EQ – UNITS – REGULAR GROWTH/-/INR

9.64

9.67%

13.90%

-3.10%

BlackRock
FTIF – TEMPLETON EMERGING MARKETS SMALLER COMPANIES…

9.62

9.34%

11.16%

-2.29%

Franklin Templeton
FTIF – FRANKLIN TECHNOLOGY FUND/A/USD

9.61

9.95%

13.05%

-2.70%

Franklin Templeton
BANKINTER EEUU NASDAQ 100, F.I.

9.56

9.17%

12.23%

-2.96%

Bankinter

FIXED INCOME

AVIVA INVESTORS – GLOBAL HIGH YIELD BOND FUND/A/EUR

9.55

2.68%

10.42%

-1.32%

Aviva
AVIVA INVESTORS – EMERGING MARKETS BOND FUND/A/EUR

8.93

3.58%

8.60%

-1.89%

Aviva
ABERDEEN GLOBAL II – AUSTRALIAN DOLLAR BOND FUND/A/AUD

8.86

0.71%

4.24%

-1.10%

Aberdeen
AVIVA INVESTORS – GLOBAL CONVERTIBLES FUND/A/EUR

8.68

3.31%

13.20%

-1.85%

Aviva
BKRK MNYD PA QT – SHS OF BENEF INTEREST/-/USD

8.55

1.71%

7.87%

-1.74%

BlackRock
FTIF – TEMPLETON GLOBAL TOTAL RETURN FUND/A/PLN

8.40

1.92%

10.87%

-2.62%

Franklin Templeton
ALLIANZ GIF – US HIGH YIELD/A/PLN

8.38

2.20%

10.12%

-0.96%

Allianz

Ranking T-Advisor: The best stocks and funds in October

What stocks and funds were the best in October? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares in October were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Borussia Dortmund

10

45.14%

22.75%

-4.78%

Deutsche Boerse
Galapagos

10

5.13%

49.36%

-12.49%

Brussels
Trigano

10

12.91%

33.31%

-5.95%

Paris
Teleperform

9.96

24.21%

21.89%

-4.87%

Paris
Euro Scientific

9.85

27.11%

30.31%

-5.68%

Paris

USA-CANADA

Spectra Energy

10

76.27%

30.09%

-4.64%

NYSE
Finisar

10

102.82%

38.74%

-7.56%

Nasdaq
Netease.com Inc

10

46.62%

36.97%

-10.71%

Nasdaq
Dominos Pizza

9.96

48.13%

28.41%

-4.54%

NYSE
CBS Corp.

9.89

20.48%

24.91%

-6.68%

NYSE

ASIA-PACIFIC

Geely Auto

10

113.08%

38.05%

-8.17%

Hong Kong
Lion Corp.

10

50.17%

39.77%

-7.28%

Tokyo
Challenger Financial Services

9.99

20.30%

30.27%

-7.08%

Australia
Morinaga

9.83

51.56%

43.02%

-9.06%

Tokyo
China Pharm

9.74

3.54%

32.37%

-6.13%

Hong Kong

LATAM

Hortifrut

10

130.77%

25.31%

-1.62%

Santiago de Chile
Empresas Hites

10

96.85%

27.70%

-4.57%

Santiago de Chile
Parque Arauco

9.78

42.74%

19.39%

-3.53%

Santiago de Chile
Multifoods

9.77

216.37%

45.94%

-6.05%

Santiago de Chile
Banco Crédito Inversión

9.76

26.05%

14.72%

-2.81%

Santiago de Chile

The best funds in October were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY

M&G JAPAN SMALLER COMPANIES FUND – C – EUR – ACC

9.58

15.34%

19.46%

-4.47%

M&G Investments
ALLIANZ RCM INDONESIA A EUR

9.50

23.21%

30.24%

-5.80%

Allianz
ALLIANZ EUROPEAN MICRO CAP IT EUR

9.47

0.80%

14.84%

-3.76%

Allianz
JPMORGAN FUNDS – JAPAN EQUITY FUND – A – USD – DISTR

9.36

7.01%

23.43%

-6.16%

JP Morgan

FIXED INCOME

FTIF – TEMPLETON EMERGING MARKETS BOND FUND – I – U…

9.15

11.40%

11.08%

-2.42%

Franklin Templeton
FTIF – FRANKLIN HIGH YIELD FUND – I – USD – ACC

9.06

18.26%

9.65%

-2.25%

Franklin Templeton
SISF GLBL INF LKD BD USD HDG C ACC

8.88

12.21%

5.51%

-1.04%

Schroder
FTIF – TEMPLETON GLOBAL TOTAL RETURN FUND A(ACC) EUR

8.87

3.34%

15.71%

-4.11%

Franklin Templeton

Risk profile matters to build your portfolio

Basic risk profiling test in T-Advisor

Risk profile matters for investors. It is relevant information, because anybody has the same standard to resist the market changes. When we speak about risk profiling, we mean a process for finding the optimal level of investment risk for an investor, considering three items:

  • Risk required: risk associated with the return required to achieve the investor’s goals from the financial resources available.
  • Risk capacity: the level of financial risk the investor can afford to take.
  • Risk tolerance: the level of risk the investor is comfortable with.

The three components are different faces of the same process. For instance, you can be very aggressive in investments (risk tolerance), but without very much money to invest, because you are very engaged with different kind of expenditures, as a mortgage or children (risk capacity).

Investment authorities in different countries have developed several standards to test the risk profile for individuals and these tests are required to banks, wealth managers and financial adviser with their customers. These tests ask for the experience, the knowledge and the strategy. An individual with low knowledge and experience in investments cannot begin with complex products, because the risk of losing a huge amount of money is very high.

Risk profile means that individuals and their investments have to agree the same standard. From this perspective, the usual range comes from very conservative to aggressive. Usually, conservative investors prefer a lower performance if their portfolios suffer less changes and tend to keep their investments for a long term. Aggressive investors choose always a higher performance, although the assets suffer more changes and they have more probability to loss their money. They also look for short or medium-term investments.

What are the recommendations for conservative risk profiles in order to build their portfolios? Fixed-income assets (bonds, fixed-income mutual funds), cash, deposits and, if they are a bit biased to equities, the best are liquid stocks that pay dividends. On the other hand, aggressive profiles will look for equities (even in risky countries, as emergings or frontier), short-term assets and derivatives. They can provide high returns, but you can also loss everything.

What is the main recommendation over the ones above? Every investor has to honest with himself to accept his profile. If you lie yourself, you can be at a very high risk in investments. That is why you have to fill in a risk test, before you put your money in any adventure.

Ranking T-Advisor: The best stocks and funds in July

What stocks and funds were the best in July? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares in July were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Softship

10

213.77%

59.77%

-7.31%

Deutsche Boerse
Lingotes Especiales

10

86.07%

36.82%

-5.66%

Madrid
Albis Leasing

10

84.68%

48.15%

-10.53%

Deutsche Boerse
Adidas

10

56.32%

27.00%

-5.67%

Xetra
Grammer

10

51.95%

50.70%

-12.14%

Deutsche Boerse

USA-CANADA

Silver Weathon

10

106.51%

42.56%

-8.21%

Toronto
Mag Silver Corp.

10

106.45%

43.91%

-10.62%

Toronto
Silicon Motion Tech.

10

67.76%

33.09%

-8.32%

Nasdaq
Drew Industries

10

52.06%

27.01%

-6.07%

NYSE
Worthington Ind.

10

48.97%

33.63%

-7.97%

NYSE

ASIA-PACIFIC

Resolute Mining

10

480.00%

76.49%

-16.75%

Australia
Saracen Mineral

10

159.84%

43.56%

-7.05%

Australia
St. Barbara

10

100.00%

 66.26%

-13.52%

Australia
Orocobre

10

85.22%

59.99%

-9.48%

Australia
Manaccom Corp.

10

70.59%

43.98%

-6.83%

Australia

LATAM

Multifoods

10

164.50%

48.09%

-7.42%

Santiago de Chile
Embonor

10

38.63%

26.86%

-5.60%

Santiago de Chile
Graña y Montero

9.92

165.48%

72.85%

-11.73%

Lima
Parque Arauco

9.87

27.07%

18.65%

-4.34%

Santiago de Chile
Empresas Hites

9.86

37.80%

28.56%

-5.93%

Santiago de Chile

The best funds in July were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY

TEMPLETON THAILAND FUND A(ACC) SGD

9.60

19.55%

13.17%

-2.67%

Franklin Templeton
FF-ASIAN AGGRESSIVE Y

9.54

18.16%

20.41%

-5.56%

Fidelity
JPMORGAN FUNDS – GLOBAL REAL ESTATE SECURITIES FUND

9.25

10.74%

16.13%

-4.45%

JP Morgan
FF-GLOBAL TECHNOLOGY Y

9.17

6.20%

22.73%

-6.33%

Fidelity
INVESCO US STRUCTURED EQUITY FUND [LUX] I

9.09

9.39%

14.34%

-3.92%

Invesco

FIXED INCOME

AXA WF GLOBAL AGGREGATE BONDS J CAP JPY HEDGED JPY

9.40

5.27%

2.34%

-0.52%

AXA
AXA WF GLOBAL EM MARKETS BONDS I CAP USD USD

9.09

12.24%

5.58%

-1.20%

AXA
AB GL2 AUD BD A2C

8.94

6.15%

4.04%

-0.99%

Aberdeen
AV I LG EU BD — SHS -A- — CAPITALISATION

8.94

14.49%

11.18%

-3.22%

Aviva
AVIVA FUNDS – LONG TERM EUROPEAN BOND FUND P1 CAP

8.92

12.68%

14.86%

-2.33%

Aviva

 

This was the first semester… and these are some clues for the second

These are tough times for investors. We have already commented some of the weird phenomena that we are living in the markets, but the first semester was not easy at all to find good performances. Instability comes from several fronts:

  • EU: the ECB has no clue to solve the current troubles to make money and credit flow. Interest rates are negative, Euribor is also negative and the debt gives no return for investors. In the current unstable and volatile situation, investors prefer to pay instead of becoming profits from Treasury Bonds, specifically German ones. Finally, the black swan appeared: Brexit is there to stay.

Europe global trends in the first semester

  • USA: the Fed shows doubtful and indecisive. Markets have become mad and Mrs. Yellen prefers to delay the more-than-once announced (in Fed gobbledygook) rate hike. The presidential election also opens a new possible black swan, because a victory of Trump could cause another turmoil in the exchanges. The poverty of returns in the US markets is very clear with a figure: S&P 500 has produced positive returns YTD since Easter and its peak was under 4%.

USA global trends first semester

  • Asia: China sets the pace in the continent, but there are hard signs that the economy doesn’t grow as before. Exchanges reflect this low confidence and Shanghai performed erratic since the crash last August. The performance fluctuation band was between -15% and -25% YTD. Japan is also deadlock, because no policy obtains a positive outcome to get over the long economic stagnation of the country. This continent is the weakest for investors.

Asia global trends in the first semester

  • Latam: Although Brazil has experienced a great political crisis, investors acted more confident and the performance moves between 10% – 20% YTD. Mexico also shows a stable evolution in the markets, as the oil price has begun to rise.

Latam global trends in the first semester

This is the past and current situation, but where are the opportunities for the second half of the year? We do not publish forecast, but we can speak about trends.

Some days ago, BlackRock, the main ETF manager, decided to downgrade equities, because “stocks still face several obstacles”. Bank of America published a survey in which investors declared to bet higher for cash, peaking the highest allocation since 2001 in investment portfolios. Gold soared a 25% since January and volatility index VIX rallied this last month after a quiet quarter.

Times are hard to take investment decisions. The best one is no panic. Current volatility has to do with it and decisions under this pressure are usually wrong. Investors play for the long term. These are times to keep calm, avoid sudden changes and smart rebalance your portfolio.

Ranking T-Advisor: Our best stocks and funds in December

What stocks and funds were the best in December? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares in December were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Sysopen Digia

10

176.32%

33.08%

-5.31%

Helsinki
Agfa-Gevaert

10

146.08%

29.78%

-5.22%

Brussels
Trigano

10

144.76%

32.51%

-4.61%

Paris
Stedim

10

113.02%

26.18%

-5.39%

Paris
PCAS

10

110.16%

27.34%

-3.89%

Paris

USA

Amazon

10

117.74%

31.26%

-5.02%

Nasdaq
Cascades

10

75.26%

32.46%

-7.14%

Toronto
CCL Industries

10

74.32%

29.45%

-5.68%

Toronto
Acuity Brands

10

67.66%

24.49%

-4.92%

NYSE
Verisign

10

57.91%

21.85%

-4.30%

Nasdaq

ASIA

Ono Yakuhin

10

94.13%

34.17%

-6.70%

Tokyo
Kaneka

10

91.98%

26.75%

-5.31%

Tokyo
Toei

10

72.61%

33.11%

-6.08%

Tokyo
Shionogi

10

69.76%

29.99%

-5.10%

Tokyo
Marui

10

67.18%

35.05%

5.75%

Tokyo

LATAM

Oro Blanco

6.63

26.26%

50.51%

-11.80%

Santiago de Chile
Cervecerías

6.25

33.11%

25.79%

-5.33%

Santiago de Chile
Edelnor

5.71

11.63%

15.64%

-4.01%

Santiago de Chile
Inversiones Agua

5.71

5.26%

8.33%

1.89%

Santiago de Chile
Embotelladora Andina

5.61

28.74%

25.98%

-4.81%

Santiago de Chile

The best funds in December were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

JPMF India

9.77

3.84

17.84%

-4.32%

JP Morgan Asset
JPMF Pacific

9.76

3.90%

13.90%

-4.01%

JP Morgan Asset
JPMF US

9.70

0.24%

13.09%

-3.21%

JP Morgan Asset
AXA Europe Small Cap

9.69

36.67%

12.11%

-1.81%

AXA
Inv 3 Global Tech

9.66

4.82%

15.44%

-3.90%

Invesco Asset
AXA World Fund Talents

9.66

20.18%

16.58%

-3.68%

AXA

FIXED-INCOME

BLKRKMUNASST

9.18

1.74%

8.31%

-1.89%

BlackRock
JP Morgan US Bond

8.95

1.94%

2.81%

-0.58%

JP Morgan Asset
BlackRock PY ST-SBI

8.55

1.71%

7.87%

-1.74%

BlackRock
SISF AS CON BD

8.47

4.95%

8.16%

-1.40%

Schroder
SISF Global Conver.

8.32

3.01%

6.63%

-1.61%

Schroder
SISF Asian Convert.

8.31

6.88%

8.18%

-1.37%

Schroder

Stock exchanges: something is changing in the financial landscape

Have you ever thought about the evolution of the financial markets since the beginning of the century? If we take some figures, we can get some ideas about the deep changes in this landscape.

Let’s begin, say, for the global market capitalisation. If we take the figures from the World Federation of Exchanges, it multiplied 3.5 times from 2003, January, to 2015, May. That means, in dollars, from 20.3 trillion to 70 trillion. This evolution has taken place when the world experienced in the middle of this period the worst financial and economic crisis since the 1930’s. The most amazing evolution happened in Asia (more than 6 times, from 4.3 to 26.3 trillion).

The number of stock exchanges has also jumped from 44 to 73 markets around the world. This figure is interesting, because there were two trends in this timeframe: several mergers in the developed countries and new exchanges in emerging markets. In Asia, there have been five new markets created in these years, and 9 more in the Middle East.

Another data to take into account refer to the stock market ranking by market capitalisation. Although NYSE maintains the top 1 in the whole period, there are 4 markets from Asia in the top 10: Shanghai and Shenzen have joined the group formerly composed by Tokyo and Hong Kong. The capitalisation of both Chinese exchanges soared from 0.5 to 10 trillion in 12 years. There has been also a deep evolution in the Indian markets (from 0.2 to 3 trillion), although not so amazing as in China. This is the top 25 in 2003 and in 2015.

Ranking top 25 largest stock exchanges

Another interesting trend to get from the Stock Market statistics is related to the assets traded. Do you know how many ETFs were traded in 2003, January? Only 48 and almost the half were traded in Japan. And in 2015, May? 6,872 ETFs. In these years, Japan does not play almost any role and the kings in the ETF trading are NYSE, Deutsche Börse, Swiss Exchange, Euronext and Mexico, in descending order.

And finally, what is the asset that registered a fall in the listing? Yes, bonds. The number of listed bonds fell down a 37%, from 68,304 in 2005 to 43,043 in 2015. Korea and India are the main issuers, with more than the 50% of the listed bonds.

Regular news is sometimes a trouble to find the deep streams that are moving finances. There are relevant changes in regions and financial instruments. We are living an interesting period.

Ranking T-Advisor: Our best stocks and funds in June

What stocks and funds were the best in June? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares in June were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Galapagos

10

201.64%

51.40%

-10.86

Euronext Brussels
Adva AG

10

159.16%

40.47%

-7.07%

Xetra
Digital Bros

10

150.78%

40.45%

-5.96%

Mercato Continuo Italiano
WCM Beteiligung

10

109.29%

50.72%

-13.73%

Deutsche Boerse
Picanol

10

83.71%

27.75%

-4.91%

Euronext Brussels

USA

Synageva

10

154.12%

88.08%

-12.52%

Nasdaq
Oncothyreon

10

104.73%

72.51%

-16.65%

Nasdaq
Seattle Genetic

10

50.29%

42.49%

-11.19%

Nasdaq
Nautilus

10

47.03%

44.33%

-9.99%

NYSE
LeMaitre Vascular

10

46.79%

25.64%

-4.60%

Nasdaq

ASIA

China Aerospace

10

134.40%

54.83%

-8.90%

Hong Kong
Asia Tele Net

10

71.64%

59.36%

-9.84%

Hong Kong
Culturecom

10

52.63%

55.25%

-12.24%

Hong Kong
Nine Dragons Paper

10

4.11%

43.03%

-8.33%

Hong Kong
Lion Corp

9.98

52.69%

23.09%

-4.30%

Tokyo

LATAM

Milpo

6.41

1.60%

30.79%

-7.48%

Lima
Empresas CMPC

6.40

13.39%

19.59%

-4.23%

Santiago de Chile
Banmedica

6.40

9.35%

33.89%

-6.62%

Santiago de Chile
Minera Poderosa

6.39

7.62%

27.49%

-7.90%

Lima
SM Banco Chile

6.04

3.82%

8.18%

-1.97%

Santiago de Chile

The best funds in June were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

M&G ASIAN FUND-€-A-ACC

10

60.74%

45.36%

-3.39%

M&G Investment
JPmorgan Jpnse Inv

9.15

37.17%

19.56%

-4.03%

JP Morgan
JPM UK Sml Co-X-Ins

8.99

14.28%

10.09%

-2.21%

JP Morgan
JPMorgan Funds – US Strategic Growth Fund

8.29

8.18%

12.98%

-2.73%

JP Morgan
Fid Special Sit Acc

8.21

12.17%

11.40%

-3.00%

Fidelity
JPMorgan Funds – US Technology Fund

8.15

10.58%

17.60%

-4.48%

JP Morgan
SISF US Small & Mid EUR Hg C Acc

7.94

7.36%

10.24%

-2.70%

Schroder
M&G EUROPEAN SM CO-€-C-ACC

7.86

23.94%

15.27%

-3.71%

M&G Investment
JPMorgan Funds – US Select 130/30 Fund

7.82

3.26%

12.35%

-2.57%

JP Morgan
Fr TI US Eq AHGC

7.65

7.42%

12.83%

-3.18%

Franklin Templeton

FIXED-INCOME

Carmignac Sécurité

7.85

1.22%

1.71%

-0.45%

Carmignac
SSSF Sterling Liquidity Plus C Acc

7.19

0.20%

0.12%

-0.02%

Schroder
Invesco Global Unconstrained Bond Fund [LUX] C

7.16

3.92%

2.82%

-0.49%

Invesco
FonDeudPubInter – Units

7.11

11.57%

6.47%

-1.25%

Caixabank
AXA WF European High Yield Bds M Cap GBP Hedged GBP

7.01

3.91%

3.27%

-0.61%

AXA
JB Mbd Abs R Bd CC

6.72

2.33%

2.59%

-0.59%

Swiss and Global AM
Pioneer Fund – Total Return Currencies  Class H Non – Distributing EUR

6.57

2.41%

3.85%

-1.07%

Pioneer
Carmignac Court Terme

6.56

0.19%

0.02%

0.00%

Carmignac
JPMF US Dollar Liquidity C – USD

6.55

0.01%

0.00%

0.00%

JP Morgan
Allianz Renminbi Fixed Income IT (H2-EUR)

6.54

1.75%

2.36%

-0.62%

Allianz