Tag Archives: Equities

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

What stocks and funds were the best in May? 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

Adva AG

10

105.68%

36.29%

-7.07%

Xetra
Hyphoport

10

105.23%

38.53%

-7.16%

Deutsche Boerse
Technotrans AG

10

75.27%

26.78%

-5.60%

Xetra
Ams AG

10

72.48%

30.15%

-6.68%

Deutsche Boerse
BasicNet

10

70.56%

28.87%

-5.69%

Mercato continuo italiano

USA/CANADA

Theratechnologies

10

286.11%

74.05%

-16.30%

Toronto
Multi-Fineline Elec

10

122.79%

35.95%

-6.41%

Nasdaq
Repligen

10

110.75%

47.39%

-9.54%

Nasdaq
Skechers USA

10

84.61%

34.73%

-6.77%

NYSE
Cal-Maine Foods

10

53.37%

43.12%

-10.00%

Nasdaq

ASIA

Kingdee Int. Software

10

144.58%

40.90%

-5.44%

Hong Kong
Fosun International

10

90.74%

33.46%

-6.52%

Hong Kong
Digital China

10

85.53%

43.54%

-8.88%

Hong Kong
Shenzhen Investment

10

82.95%

33.16%

-6.43%

Hong Kong
Hong Kong Exchanges and Clearing

10

66.80%

33.53%

-3.64%

Hong Kong

LATAM

Cerro Verde

10

10.41%

23.25%

-7.06%

Lima
Banmedica

9.85

21.75%

32.95%

-5.29%

Santiago de Chile
Embonor

9.50

18.42%

20.78%

-4.44%

Santiago de Chile
CorpBanca

8.58

1.67%

20.12%

-3.83%

Santiago de Chile
Embotelladora Andina

8.35

22.16%

24.59%

-5.46%

Santiago de Chile

The best funds in May were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

Invesco PRC Equity Fund [Dub] CH

10

20.30%

16.85%

-2.92%

Invesco
BGF China Hedged E2 EUR

10

23.76%

18.17%

-3.10%

BlackRock
BGF  Pacific Equity Fund E2 USD

9.83

13.31%

11.82%

-2.61%

BlackRock
BGF Japan Value Fund A2 JPY

9.76

9.70%

17.28%

-4.02%

BlackRock
AGIF Hong Kong — Shs -IT (USD)- — Capitalisation

9.74

21.25%

14.42%

-2.61%

Allianz
Schroder ISF Emerging Markets B Cap

9.66

6.75%

13.38%

-3.23%

Schroder
BGF  World Healthscience Fund E2 USD

9.65

9.28%

12.87%

-2.35%

BlackRock
Invesco Korean Eqty — Shs — Class -A-

9.64

27.64%

14.86%

-3.04%

Invesco
BGF Swiss Opportunities A2 CHF

9.63

8.90%

19.40%

-4.68%

BlackRock
BGF  US Growth Fund E2 USD

9.50

5.04%

13.45%

-2.66%

BlackRock

FIXED-INCOME

SISF Asian Conv Bd EUR Hdg I Acc

9.30

12.65%

6.61%

-0.93%

Schroder
BGF  Emerging Markets Bond Fund E2 EUR

9.22

9.76%

8.64%

-1.84%

BlackRock
BGF US Dollar High Yield BondFd Class A2 USD

8.64

3.17%

4.51%

-1.23%

BlackRock
FonDeudPubInter – Units

8.63

11.69%

6.37%

-1.25%

Caixabank
BGF  US Government Mortgage Fund E2 USD

8.55

0.58%

1.78%

-0.35%

BlackRock
C.MURCIA SEL.DIN

8.45

15.15%

11.25%

-2.17%

Ahorro Corporación
PIM Gl Real Ret — Accum.Shs — Class -A-

8.41

0.75%

5.76%

-1.61%

Pimco
Pim Low Av Dur-E-Ac

8.39

0.16%

0.96%

-0.22%

Pimco
Fid MoneyB Eu AD

7.87

18.38%

14.14%

-3.62%

Fidelity
JB Mbd Abs Bd Pl BC

7.75

1.64%

3.81%

-1.07%

Swiss and Global AM

 

Ranking T-Advisor: Our best stocks and funds till October

What stocks and funds were the best in the ten first months of 2014? 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 till October were as follows:

Company Score Perf. YTD Volatility Weekly VaR Market

USA

Nike Inc

10

20.29%

17.36%

-4.20%

NYSE
Dominos Pizza

10

30.43%

18.02%

-3.01%

NYSE
Caseys General

10

17.77%

18.41%

-3.68%

Nasdaq
Amgen Inc

10

40.55%

20.60%

-3.06%

Nasdaq
IDEXX Labs

10

37.17%

20.99%

-4.20%

Nasdaq

EUROPE

Basware Oyj

10

60.60%

35.79%

-7.89%

Helsinki
CytoTools

10

133.53%

37.80%

-5.01%

Xetra
Elektrobit

10

19.54%

50.42%

-11.99%

Helsinki
Montupet

9.96

91.84%

54.11%

-11.25%

Euronext Paris
Virbac SA

9.94

11.91%

24.97%

-6.49%

Euronext Paris

ASIA

Ryohin Keikaku

10

29.28%

30.55%

-8.18%

Tokyo
Tobishima

10

62.84%

39.09%

-5.49%

Tokyo
Essex Bio-Tech

10

77.51%

44.93%

-9.76%

Hong Kong
Singapore Post

9.88

46.79%

15.49%

-2.20%

Singapur
Shimano

9.88

64.45%

29.11%

-7.28%

Tokyo

LATAM

Paz Corp

9.89

28.80%

22.98%

-4.74%

Santiago de Chile
Indiver

9.70

118.51%

54.32%

-4.77%

Santiago de Chile
Edegel

9.64

27.45%

20.83%

-5.59%

Lima
Cruz Blanca

9.63

8.69%

31.78%

-3.45%

Santiago de Chile
Corpbanca

9.46

7.29%

26.06%

-4.80%

Santiago de Chile

The best funds till October were as follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

Franklin Biotechnology Discovery Fund I

9.72

27.77%

25.14%

-6.34%

Franklin Templeton AM
JPM Global Healthcare A – EUR

9.67

31.09%

16.07%

-3.18%

JP Morgan AM
Franklin India Fund I EUR

9.42

55.94%

18.20%

-3.63%

Franklin Templeton AM
JPMorgan Funds – Highbridge US STEEP Fund

9.25

12.59%

10.22%

-2.27%

JP Morgan AM
JPM American Investment

9.21

14.60%

12.89%

-3.48%

JP Morgan AM
Schroder ISF US Smaller Companies I Cap

8.96

7.13%

12.54%

-3.13%

Schroder Investment
JPMorgan Funds – US Select 130/30 Fund

8.95

12.45%

12.17%

-2.59%

JP Morgan AM
JPMorgan Funds – Global Real Estate Securities Fund (USD)

8.92

13.48%

10.28%

-2.12%

JP Morgan AM
BGF US Growth A2 EUR

8.88

16.70%

15.82%

-3.69%

BlackRock Fund Managers
BGF World Technology A2 EUR

8.76

17.74%

15.15%

-4.09%

BlackRock Fund Managers

FIXED-INCOME

OM Glb Eq Ab Re — Accum.Ptg.Shs — Class -I- USD

8.86

6.56%

4.98%

-1.27%

Old Mutual Dublin Funds
BGF As Tig Bd A2C

8.66

9.19%

2.38%

-0.54%

BlackRock Fund Managers
SISF Global Bond USD Hdg I

8.54

7.75%

1.62%

-0.38%

Schroder Investment
BGF World Bond E2 EUR

8.49

16.38%

5.20%

-1.05%

BlackRock Fund Managers
AI – GLOBAL HIGH YIELD BOND FUND I

8.49

3.94%

6.96%

-0.64%

Aviva Funds
FF-ASIAN BOND Y

8.47

8.34%

2.16%

-0.35%

Fidelity
Invesco Global Investment Grade Corporate Bond Fund- Accum [Lux] E

8.41

19.64%

5.17%

-1.11%

Invesco Asset Management
BGF  US Government Mortgage Fund E2 EUR

8.40

15.38%

5.57%

-1.15%

BlackRock Fund Managers
JPM Aggregate Bond A – USD

8.37

5.63%

1.79%

-0.35%

JP Morgan AM
FF-EMERGING MKT DEBT Y

8.36

10.52%

4.43%

-0.90

Fidelity

 

Ranking T-Advisor: Our best stocks and funds till September

What stocks and funds were the best in the three quarters of 2014? 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 till September were as follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Boiron SA

10

32.10%

28.89%

-4.90%

Euronext Paris
Basler AG

10

42.77%

29.52%

-5.19%

Xetra
Paragon AG

10

37.50%

36.61%

-7.76%

Xetra
Cyto Tools

10

149.69%

38.11%

-5.01%

Xetra
GTF Technologies

9.97

67.05%

35.09%

-7.29%

Xetra

USA

Hormel Foods Corp

10

13.81%

16.65%

-4.17%

NYSE
Nike Inc

10

13.45%

16.68%

-4.30%

NYSE
Home Depot

10

13.26%

17.81%

-3.50%

NYSE
Southwest Airlines

10

75.37%

19.28%

-3.70%

NYSE
Hanesbrands

10

58.18%

19.93%

-3.17%

NYSE

ASIA

Tobishima

10

41.53%

37.38%

-6.74%

Tokyo
Tekken

10

55.10%

42.46%

-5.91%

Tokyo
Essex Bio-Tech

10

63.15%

45.46%

-9.76%

Hong Kong
Izumi Co

9.92

13.63%

18.55%

-5.71%

Tokyo
China Pharm

9.92

7.67%

35.83%

-8.73%

Hong Kong

LATAM

Edegel

9.31

19.60%

21.17%

-5.59%

Lima
Edelnor

9.30

13.19%

18.10%

-4.60%

Lima
Bancolombia

9.16

17.54%

19.18%

-2.31%

Colombia
Grupo Aeroportuaria

8.65

30.44%

21.39%

-4.16%

Mexico
Cruz Blanca

8.54

8.69%

32.54%

-3.76%

Santiago de Chile

The best funds till September were as follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

FIXED-INCOME

SISF Global Bond USD Hdg I Acc

9.29

8.08%

1.58%

-0.28%

Schroder Investment
OM Glb Eq Ab Re — Accum.Ptg.Shs — Class -I- USD

9.24

5.88%

4.80%

-1.22%

Old Mutual Dublin Funds PLC
Global Bond Fund

9.20

6.64%

1.73%

-0.27%

Pimco Funds
Schroder ISF Strategic Bond C Cap

9.17

5.66%

3.62%

-0.75%

Schroder Investment
Pioneer Funds – Strategy income I

9.17

15.47%

5.18%

-0.90%

Pioneer
BGF World Bond E2 EUR

9.16

15.45%

5.33%

-1.05%

BlackRock Fund Managers
FF-US HIGH YIELD ACC EUR

9.16

13.90%

5.91%

-1.38%

Fidelity
SISF Strategic Bond A1 Acc

9.10

4.90%

3.63%

-0.77%

Schroder Investment
JPMorgan Funds – Global Corporate Bond Fund

9.06

5.70%

2.61%

-0.62%

JP Morgan AM
JPM Aggregate Bond A (acc) – USD

9.04

5.21%

1.85%

-0.36%

JP Morgan AM

EQUITY FUNDS

Franklin Biotechnology Discovery Fund I

9.85

23.34%

23.97%

-6.34%

Franklin Templeton AM
BGF  World Healthscience Fund E2 USD

9.75

15.14%

12.85%

-2.35%

BlackRock Fund Managers
JPMF Gl Health AD

9.75

14.19%

13.88%

-2.53%

JP Morgan AM
FF-GLOBAL HEALTH CARE Y

9.74

25.85%

11.45%

-2.40%

Fidelity
JPM Global Healthcare A – EUR

9.73

25.63%

13.77%

-2.63%

JP Morgan AM
Templeton Thailand Fund A SGD

9.73

29.22%

15.58%

-4.62%

Franklin Templeton AM
Fidelity Funds – America Fund A EUR

9.63

20.44%

11.28%

-2.67%

Fidelity
AXA WF Framlington Health F Cap USD USD

9.63

14.40%

12.34%

-2.78%

AXA
Fr TI Asia Sm AC

9.60

22.83%

10.46%

-1.71%

Franklin Templeton AM
AGIF Thail Eq — Shs -IT (USD)- — Capitalisation

9.54

33.29%

16.69%

-4.82%

Allianz

 

What can you expect for your investments the second half of the year?

T-Advisor investment opportunities

Tomorrow is the beginning of August, a typical month for holidays. However, investments do not take any rest and markets become more fragile in this month, as there is a decrease in the market volume of operations. While VIX index shows a historical low point in the market volatility, there are some reason to be warned: the crisis in Ucraine and the commercial fight between Europe and Russia, the crisis in Palestine, the end of the QE in US and the chance of an interest rate rise in the middle term or the continuous rumors about a possible turndown in the markets with current peaks.

Experts from different entities agree that the economic recovery is a real fact and the trend will keep on, but investors have to be watchful about the possible developments. Wells Fargo advises an investment strategy taking into account that low volatility does not mean absence of risk. It recommends a diversified portfolio underweighting fixed income and overweighting equities. Fixed income yields are now not interesting, but a tighter monetary policy in the US will push them up.

BlackRock maintains its view as in the beginning of the year. In US, it expects more volatility linked to the Federal Reserve policy evolution. In Europe, the trend is also linked to the ECB, but with other gear: the fight against deflation. Cyclicals, energy and large cap values are some bets. In Asia, the fund manager is bullish with Japan and cautious with China, as it considers that the growth is not sustainable.

The Swiss Julius Baer predicts for the next half a continuation of many of the trends. The general relaxing monetary policy in almost all central banks, a controlled inflation and a moderate economic growth are the basis of the scenario. The bank focuses in two points: European peripheral debt is not interesting anymore, because the risk premiums are low and reached the convergence point; and the company balance sheets in the non-financial sector, as they expanded significantly in the last years and that is a strong argument to invest again in equities instead of corporate debt.

Generally speaking, there are risks as mentioned above, but the outlook is positive mainly for equities in the second half of the year.

ETF flows follow the US hesitations

ETF flows: World map with asset share in areas

ETF industry changes the strength of their inflows following US hesitations and sighs. The QE tapering or not, the debt ceiling, the continuous uncertainty in the American economic policy conditioned last six months for ETF investors.

The effects are clear, because as our chart shows, 70% of assets market share are on Americans hands. BlackRock report on flows last October reveals that the industry counted $24.3 bn since October, 17th, because traders were waiting for a solution in Washington between Rep’s and Dem’s.

Between January and October and compared with the same period of 2012, ETF flows on equities increased in all world areas but emerging markets, where the trend is beginning to change. After a strong start in 2013, there was a shift in the line, stronger in summer. Investors are now attracted by low valuations.

US equity ETF focused on large-cap and mid-cap, with an important contribution of technology and consumer non-cyclicals. Moreover, assets are near $1 trillion, helped by double digits growths and the current records in the S&P500.

In Europe, equity products pushed up after the stagnation in the first half of the year. Flows on Europe reached $7.9 bn in October, a new record after four consecutive months with increases. The better economic outlook and the attractive valuations moved the investors to the Old Continent, rounding 30% in assets growth. In October, this figure surpassed $400 bn. A figure to take into account: Germany accounted almost $3 bn outflows.

Fixed income and money markets have been performing the worst results, with heavy outflows. Also gold summed a hard outflow in October, more than $2 bn.

In any case, US still drive the ETF markets. Not only because 70% assets are in this country, but because current risks, as a not clear Fed monetary policy (with several contradictory statements of its members) or the next debt ceiling negotiations till January, are on the view of ETF managers to decide where to put their money to obtain higher yields.