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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

 

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 in April

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 April were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Washtec

10

76.64%

24.87%

-3.34%

Xetra
Pirelli

10

54.50%

25.19%

-5.20%

Milan
Lab Farmacéuticos

10

52.13%

22.19%

-4.36%

Madrid
Cembre

10

51.32%

28.05%

-6.21%

Milan
Esker

10

49.43%

26.20%

-5.98%

Paris

USA

Firstservice

10

38.36%

21.02%

-4.24%

Toronto
Columbia Sportsware

10

36.10%

26.90%

-3.92%

Nasdaq
Centene

10

34.44%

22.34%

-4.32%

NYSE
Inverness Med

10

31.71%

27.41%

-5.89%

NYSE
Under Armour

10

29.24%

27.78%

-4.44%

NYSE

ASIA

Fosun International

10

78.34%

31.25%

-5.70%

Hong Kong
Shenzhen Investment

10

57.84%

32.55%

-6.43%

Hong Kong
Wowow

10

56.66%

26.55%

-2.97%

Tokyo
Isetan Mitsukoshi Holdings

10

38.51%

29.09%

-5.38%

Tokyo
Mabuchi Motors

10

36.38%

29.06%

-5.38%

Tokyo

LATAM

Empresas CMPC

9.84

15.11%

19.68%

-4.35%

Santiago de Chile
Lojas Renner

9.72

20.30%

23.64%

-3.65%

Sao Paulo
Colbun S.A.

9.70

14.16%

17.84%

-3.35%

Santiago de Chile
Fomento Económico

9.62

10.00%

17.72%

-3.21%

Mexico
Falabella SACI

9.46

19.69%

21.35%

-5.71%

Santiago de Chile

The best funds in April were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

Raiff-Rus-Akt — Vollthesaurierungs-Anteile (Ausland) — Klasse -R-

10

44.81%

30.29%

-7.44%

Reiffeisen
Franklin Templeton Japan Fund I EUR

10

30.67%

14.10%

-2.62%

Franklin Templeton
FF-PACIFIC EUR

10

27.59%

12.43%

-2.41%

Fidelity
Invesco Korean Eqty — Shs — Class -A-

10

22.48%

14.00%

-3.04%

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

10

17.74%

14.63%

-2.61%

Allianz
Templeton China Fund A SGD

10

17.72%

11.63%

-2.39%

Franklin Templeton
Allianz RCM Little Dragons A USD

10

14.58%

11.46%

-2.39%

Allianz
R Cap As-Pac Eq — Shs -D EUR- — Capitalisation

9.99

29.75%

13.02%

-2.94%

Robeco
Franklin Biotechnology Discovery Fund N Cap

9.99

16.71%

23.89%

-5.98%

Franklin Templeton
Eurovalor Sector Inmobiliario

9.96

21.49%

19.18%

-3.78%

Popular Gestión

FIXED-INCOME

SISF Asian Convertible Bond I

9.84

11.13%

6.46%

-0.93%

Schroder
BkRk MunYld AZ

9.67

4.25%

12.47%

-2.96%

BlackRock
Fid MoneyB Eu AD

9.65

20.02%

13.51%

-3.69%

Fidelity
Aberdeen Global – Sovereign High Yield Bond Fund A Cap

9.64

3.62%

6.24%

-1.20%

Aberdeen
SISF Global Convertible Bond C

9.63

5.78%

6.79%

-1.53%

Schroder
Nuv Ariz Prm Inc Mn

9.60

4.25%

10.55%

-2.55%

BlackRock
AXA WF Global Em Markets Bonds I Cap USD

9.59

4.15%

4.57%

-1.13%

AXA
BkRk MnHd NY Qt

9.58

1.50%

7.36%

-2.06%

BlackRock
BGF As Tig Bd A2C

9.54

3.94%

3.53%

-0.69%

BlackRock
FF-ASIAN HI YLD ACC EUR

9.50

16.12%

9.94%

-1.99%

Fidelity

Ranking T-Advisor: Our 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 follows:

Company Score Perf. YTD Volatility Weekly VaR Market

USA

CGI Group

10

20.79%

17.21%

-3.85%

Toronto
Int. Flavours & Fragrances

10

15.60%

16.22%

-3.39%

NYSE
AmerisourceBergen

10

15.17%

15.24%

-2.63%

NYSE
Equifax

10

13.16%

15.63%

-3.56%

NYSE
Wellpoint Inc

10

12.17%

17.52%

-2.88%

NYSE

EUROPE

Okmetic

10

38.30%

19.14%

-3.15%

Helsinki
Van de Velde NV

10

36.72%

18.55%

-1.66%

Brussels
Huhtamaki Oyj

10

31.18%

18.56%

-4.51%

Helsinki
Jensen-Group NV

10

30.40%

15.97%

-2.28%

Brussels
Merck Kgaa

10

29.43%

18.08%

-3.13%

Xetra

ASIA

Fosun International

10

24.01%

24.89%

-5.70%

Hong Kong
Q.P.Corp

10

23.32%

25.34%

-3.57%

Tokyo
Morinaga & Co

10

20.88%

23.58%

-3.66%

Tokyo
APA Group

10

20.67%

15.64%

-4.43%

Australia
Hutchison Whampoa

10

20.44%

21.18%

-4.22%

Hong Kong

LATAM

Banmedica

10

16.66%

31.36%

-4.29%

Santiago de Chile
Fomento Economico

9.84

4.20%

19.49%

-3.49%

Mexico
Empresas CMPC

9.72

4.02%

20.66%

-4.63%

Santiago de Chile
Grupo Aeroportuario Pacifico

9.67

3.92%

21.18%

-4.00%

Mexico
Luz del Sur

9.62

1.56%

14.36%

-2.70%

Lima

The best funds in March were as follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

Axa World Fund Aedificandi A Dist EUR

10

16.24%

13.07%

-2.15%

AXA
AWF F Eu RES — Shs -I- — Capitalisation

10

16.46%

13.07%

-2.14%

AXA
Allianz Europe Equity Growth AT (H2-HUF)

10

17.86%

13.45%

-3.35%

Allianz
Hend Hor Japan Smal — Shs -X2- — Capitalisation

10

5.77%

13.66%

-3.32%

Henderson
EV RV EMERGENTES GLOBAL FI

10

13.32%

14.20%

-2.98%

Popular Gestion
Franklin U.S. Opportunities Fund C

10

4.60%

15.02%

-3.53%

Franklin Templeton
M&G Inv 1 Jpn Smllr — Accum.Shs — Class -C- EUR

10

24.60%

15.12%

-3.29%

M&G Securities
CA Funds India-DC

10

8.57%

15.74%

-3.86%

Groupama
FF-INDIA FOCUS Y

10

8.08%

16.39%

-3.59%

Fidelity
DWS Deutschland

10

17.81%

19.14%

-5.07%

DWS Investment

FIXED-INCOME

Flaherty&Crumrine

9.91

7.05%

13.11%

-3.47%

BlackRock
Fidelity Funds – United Kingdom Fund A

9.90

5.64%

13.42%

-3.56%

Fidelity
Flaherty&Cr Pfd Opp

9.82

5.45%

11.01%

-3.02%

BlackRock
BlkRk MuniVest II

9.81

2.88%

8.31%

-1.62%

BlackRock
SISF Global Convertible Bond I Acc

9.80

2.97%

6.85%

-1.55%

Schroder
Nuv CreditSt-SBI

9.79

2.50%

7.20%

-1.97%

BlackRock
Pioneer Funds – US High Yield Corporate Bond I

9.79

17.37%

8.41%

-1.78%

Pioneer
SISF Glbl High Yld I Acc

9.77

2.52%

4.04%

-0.93%

Schroder
SISF Asian Convertible Bond I Acc

9.77

2.44%

4.65%

-0.93%

Schroder
CS Bond Fund Lux High Yield USD I Cap

9.76

2.69%

3.98%

-1.19%

Credit Suisse

 

Profiling investors: findings from BlackRock surveys

Picture from Investor Pulse in US by Blackrock

BlackRock is the biggest fund manager in the world. In the last years, it has conducted surveys in different countries around the world to obtain the main features from investors. If we take some of the insights, we may find several interesting figures:

  1. Cash is king. It is surprising that cash is the main asset in such proportion. For instance, 59% in LatAm, 63% in US, 51% in Asia, 58% in Spain… and 76% in Germany. In LatAm, 70% plan to add more cash in the next year. That’s quite a lot everywhere. Why investors are still reluctant to invest in other assets? This is a question that the financial and advisory branch has to discuss.
  2. Generally speaking, all are more optimistic than pessimistic about their financial future. Let’s see: 52% in US, 74% in LatAm, 64% in Asia, 54% in Germany. But it is interesting to mention that the rate is only 23% in Japan and 47% in Europe (38% in Spain). In contrast, Indians are optimistic in 81%. These figures show also opportunities. The branch has to bet for more optimistic countries to sell their products and solutions and have to work harder in more pessimistic countries trying to remove former ideas.
  3. What about retirement? Only 59% Americans are saving for it. It is to underline that the proportion is 57% of Gen X (between 37 and 49 years old) and… 60% of millennials (between 25 and 36). Surprisingly, young Americans are saving. That means that they already are target for the branch. The proportion of savers is higher in Asia: 69% average, with peaks in China (74%) and lows in Japan (42%). In LatAm, the percentage is 67%, in Germany, 65%, in Spain, 47%. There is also here a chance for advisory in these countries.
  4. And finally, what is the perception about advisers? 35% of Asians are advised in their finances with a high satisfaction. The proportion falls till 17% in LatAm (likewise very satisfied), 25% in Spain, it is also low in Germany. There is no figure for US, although it is supposed to be higher than in other countries. The chances to grow are also very relevant.

This kind of surveys is interesting to detect the general investor sentiment and find business opportunities for the advisory branch. It is also useful to open a debate about how to reach the customers and discover them the advantages of investing and planning their finances.

Note: Picture from BlackRock Investor Pulse Survey 2014. Page 12.

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

What stocks and funds were the best in the 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 has been as follows:

Company Score Perf. YTD Volatility Weekly VaR Market

USA

Hospira

10

42.85%

17.74%

-3.14%

NYSE
MeadWestvaco

10

21.78%

20.07%

-4.02%

NYSE
Forest City

10

19.57%

19.75%

-3.5%

NYSE
NewMarket

10

16.37%

17.67%

-5.3%

NYSE
Constellations Brands

10

16.25%

21.14%

-3.95%

NYSE

EUROPE

Teleste Oy

10

36.81%

24.43%

-4.03%

Helsinki
Amanda Capital

10

35%

26.77%

-3.27%

Helsinki
Virbac SA

10

31.38%

26.91%

-6.49%

Euronext Paris
Lab Farmaceuticos

10

27.96%

20.43%

-4.79%

SIBE Madrid
Syzygy

10

26.49%

24.38%

-5.35%

Xetra

ASIA

Sundrug

10

21.17%

29.39%

-5.19%

Tokyo
Fosun International

10

19.48%

26.29%

-6.52%

Hong Kong
Q.P.Corp

10

19.41%

25.31%

-3.57%

Tokyo
Mabuchi Motors

10

18.91%

30.10%

-5.64%

Tokyo
Central Japan Railway

10

18.21%

29.57%

-5.74%

Tokyo

LATAM

Edelnor

9.94

15.25%

18%

-3.65%

Santiago de Chile
Banmedica

9.91

14.35%

31.36%

-4.29%

Santiago de Chile
Sonda

9.83

7.93%

24.76%

-4.27%

Santiago de Chile
Grupo Aeroportuario

9.79

8.55%

20.52%

-3.87%

Mexico
Empresas CMPC

9.74

7.52%

22.53%

-4.72%

Santiago de Chile

The best funds in February has been as follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

AWF F Eu RES — Shs -I- — Capitalisation

10

17.05%

13.69%

-2.53%

AXA
Axa World Fund Aedificandi F Dist EUR

10

17.01%

13.73%

-2.53%

AXA
JPMF Funds – India A (Dis) – USD

10

8.93%

17.59%

-4.07%

JP Morgan AM
DSP BR 100-Reg Grw

9.99

6.62%

18.62%

-3.18%

BlackRock Fund Managers
Pet.Sec.RE Eur.C B

9.94

15.68%

12.05%

-2.28%

NIBC Petercam
Rf-Eurasien-Akt — Vollthesaurierungs-Anteile (Ausland) — Klasse -R-

9.88

12.79%

17.15%

-3.49%

Raiffeisen
AXA Ros Gl Sm — Accum.Units — Class -B- EUR

9.87

9.22%

14.74%

-4.31%

AXA
SISF BRIC (Braz Ru In Ch) EUR I Acc

9.86

11.21%

19.37%

-4.98%

Schroder
AXA WF Frm Europe Real Estate I CAP EUR HEDGED EUR

9.84

13.94%

12.79%

-2.42%

AXA
SISF Pacific Equity (EUR denominated)

9.83

11.99%

12.23%

-2.73%

Schroder

FIXED-INCOME

AXA WF Global Inflation Bonds I CAP HEDGED CHF CHF

9.77

0.73%

4.92%

-1.12%

AXA
Blk Rk MuniHld

9.74

0.93%

7.34%

-1.71%

BlackRock Fund Managers
AXA WF US High Yield Bonds F CAP CHF HEDGED CHF

9.70

1.51%

3.93%

-1.16%

AXA
Flaherty&Crumrine

9.68

8.30%

12.03%

-2.97%

BlackRock Fund Managers
SISF Asian Convertible Bond I Acc

9.65

2.38%

4.9%

-1%

Aviva Funds
JPMF Sterling Bond A – GBP Cap

9.65

3.27%

7.01%

-1.24%

JP Morgan AM
SISF Global Convertible Bond I Acc

9.63

2.68%

7.19%

-1.78%

Schroder
BGF Emerging Markets Bond A2 EUR

9.61

7.88%

7%

-0.97%

BlackRock Fund Managers
BGF As Tig Bd A2C

9.61

2.33%

3.13%

-0.69%

BlackRock Fund Managers
SISF As Con Bd A1C

9.61

2.16%

4.9%

-1.04%

Schroder

 

Global market trends: markets in the beginning of 2015

The beginning of the year in markets is all except quiet. After the traditional rally at the end of December, the global market trends are very open: ups and downs in an unstable landscape. There are some reasons that show that risks are increasing, mainly: oil, euro and Greece.

Global market trends in T-Advisor in the beginning of 2015

What is happening with the oil price? There is a fight amongst producers, mainly OPEC countries and USA. Americans become the world largest producers thanks to fracking techniques and OPEC countries wants to be still influent and keep their market share. Winners? Consumers, carmakers, chemicals and many industrial sectors. Also general world economy, which will increase a bit more due to the oil price drop. Losers? Oil companies and some weak producers as Russia or Venezuela. Dropping oil prices (-55% since the last peak) are affecting deeply Latam stock exchanges, because apart from Venezuela, other countries as Mexico, Brazil and Argentina are also oil producers.

The other instability front is Europe in two ways: first of all, the euro is falling against other currencies. Above all, the most important exchange, the US dollar, accounts today a drop of 15% since the last peak in May 2014, when it reached $1.39. Yesterday, the doors were more open to a possible monetary quantitative expansion (QE) by the ECB, in the same style as the Federal Reserve did. What does it mean? More euros in the market and a lower exchange. This will be better for exports, but it deepens in the discussion about the ECB role and the risks of buying European debt with money from the Central Bank. However, the Eurozone closed 2014 with a -0.2 % negative inflation and some are afraid of a possible deflation process… or even a similar process as in Japan.

Last risk is Greece, again. An internal political crisis linked to the election of the President of the Republic has led to new elections. Traditional parties (centre-right New Democracy and centre-left Pasok) have governed in coalition last two years. Now, the risk is a new left party, Syriza, which promotes in its political programme the renegotiation of the Greek debt. Who are the main creditors? Germany and other European countries.

In the other side of the world, despite the slowing China, other countries show strength, as India. Yesterday’s Bank of India cutting rate decision boosted the stock exchange and consolidates the perspective of opportunities in the country.

In any case, generally speaking, the unstable landscape because of the above-mentioned reasons opens several doubts about the improvement of the world economic recovery.

T-Advisor global trend in Europe

T-Advisor global trend in USA

T-Advisor global trend in Latam

T-Advisor global trend in Asia

Ranking T-Advisor: Our best stocks and funds before Christmas

What stocks and funds were the best before Christmas days? 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 before Chistmas were as follows:

Company Score Perf. YTD Volatility Weekly VaR Market

USA

Henry Schein

10

17.10%

12.63%

-2.51%

Nasdaq
Autozone

10

26.52%

14.63%

-3.04%

NYSE
Dollar Tree

10

20.77%

15.71%

-2.73%

Nasdaq
AmerisourceBergen

10

29.39%

16.05%

-3.40%

NYSE
PPG Industries

10

15.90%

17.89%

-4.71%

Nasdaq

EUROPE

Fielmann

10

29.31%

15.81%

-3.92%

Xetra
M-Real

10

42.85%

24.28%

-4.63%

Helsinki
Oriola KD

10

25.00%

25.09%

-5.59%

Helsinki
United Internet

10

17.39%

27.00%

-8.48%

Xetra
IVU Traffic Tech

10

62.14%

27.79%

-6.46%

Xetra

ASIA

Shimano

10

81.61%

29.21%

-7.28%

Tokyo
Fuji Heavy Ind.

10

44.92%

30.90%

-7.31%

Tokyo
Alps Electric

10

97.82%

39.98%

-7.50%

Tokyo
HK Television

10

1.70%

68.73%

-10.97%

Hong Kong
Daicel Chemical

9.96

72.42%

21.72%

-3.65%

Tokyo

LATAM

Edegel

9.82

45.09%

19.80%

-5.02%

Lima
Luz del Sur

9.66

17.64%

14.72%

-2.82%

Lima
Cervecería

9.19

23.81%

19.99%

-3,91%

Lima
Quimpac

8.92

43.47%

28.91%

-8.56%

Lima
Edelnor

8.90

33.11%

19.43%

-4.05%

Santiago de Chile

The best funds before Christmas were as follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

Franklin Biotechnology Discovery Fund I

9.86

35.52%

24.62%

-6.34%

Franklin Templeton AM
AWF Fra Amer Gr

9.76

21.00%

15.29%

-3.48%

AXA
Pion US Res Gr AC

9.74

24.97%

12.83%

-3.26%

Pioneer
AXA WF Framlington Health F Cap EUR

9.74

38.14%

14.98%

-3.57%

AXA
R Cap US Prem Eq

9.70

21.35%

14.47%

-4.26%

Robeco
BANKINTER EEUU NASDAQ 100, F.I

9.67

18.99%

12.17%

-2.39%

Bankinter Gestión
Thr L Amer — Shs -AU- — Capitalisation

9.66

8.73%

13.51%

-3.70%

Threadneedle
INVESCO Global Leisure Fund E Cap

9.65

15.11%

15.21%

-3.39%

Invesco AM
FF-GLOBAL TECHNOLOGY Y

9.63

27.16%

14.16%

-3.81%

Fidelity
AXA Rosenberg US Defensive Equity Income

9.62

14.77%

10.01%

-2.69%

AXA

FIXED-INCOME

AXA WF Frm Glob Opportunitie

9.29

15.86%

12.79%

-2.87%

AXA
SISF Global Convertible Bond

9.07

4.73%

7.37%

-1.78%

Schroder Investment
SEBF1 Ass Sel — Units -C- — Capitalisation

8.83

15.06%

7.37%

-1.96

SEB
BANIF BOLSA GARANTIZADO

8.58

15.70%

9.31%

-2.44

Santander AM
Salar — Accum.Shs — Class -E3- USD

8.49

1.55%

4.00%

-1.00%

Ferox Capital
Av I Lg Eu Bd — Shs -A- — Capitalisation

8.39

25.82%

4.97%

-0.85%

Aviva Funds
Pioneer SF – Euro Extra Long Term Bond

8.35

24.28%

5.04%

-0.86%

Pioneer
JPMF Sterling Bond A – GBP Cap

8.30

16.64%

5.64%

-1.03%

JP Morgan AM
AXA WF Global Inflation Bonds A Cap USD

8.29

9.19%

4.09%

-0.96%

AXA
Invesco Global Investment Grade Corporate Bond Fund

8.27

21.17%

5.26%

-1.11%

Invesco AM

Global market trends: What will 2015 bring?

November was an interesting month as developments in economy and finances brought some surprises: the main one is the drop of the oil prices, that positively affect to consumption, but it put at risk the economic viability of fracking and other alternative oil ventures. There is an open war between Arabian countries and other producers as US and Canada which colaterally affect Russia and Venezuela, for instance.

Global market trends in T-Advisor

Global market trends in November were quite positive. US stock markets are still in peaks. In Europe, after the volatile October, last month was better with the outlook of a soon action from the ECB. LatAm and Asia are also obtaining benefits from the positive stream in the developed markets. The trend change between October and November was very clear.

But what about 2015? What do experts say about the outlook for next year? Generally speaking, economic figures will be positive, as world expected growth will outpace the 3% bar, but IMF is pessimistic about recovering the former pace before the current crisis.

If we focus on different markets, the main detected trends by experts and entities are as follow:

  • USA: it is taken for granted that the Federal Reserve will increase rates. This decision will strengthen the dollar as currency against euro and others. It is also expected that US will be again the engine for the economic development in the world. Opinions about market evolution are also positive, although prices are in historic records.
  • Europe: the point in the Old Continent is quite different. US abandon the expansive monetary policy and Europe is adopting it. There is an internal fight amongst some EU members (mainly Germany and France) about the next steps. Poor economic projections affect France and Italy, which are pressuring for quicker monetary policy decisions to boots their development.
  • LatAm: many of these countries are depending on commodities and foreign investments. Brazil is again in recession, Argentina still fights with its eternal debt troubles. Next US rate hike and a more expensive dollar will make this region more volatile.
  • Asia: Abenomics in Japan are not working as expected. Japan lives also an eternal stagnation and next election will surely not solve anything. Two key countries will also have important developments next year: China and India. China presented last months mixed figures about economic progress, while Modi’s government is expected to favour business, making India a stronger economic pole in the continent.

Global market trends: markets in October

October is generally known in the stock exchanges as an unstable month. This year was not an exception in this trend. Market trends were influenced by economic data and the ebola crisis, which hit unexpectedly some developed countries. Just to get an idea about the volatility last month: Dow Jones moved more than 1,500 points, S&P highest and lowest marks were between 200 points and Nasdaq moved more than 500 points. The debate was whether the negative trend was a correction or a real downward trend after these positive years.

Global trends in T-Advisor

The correction in US exchanges last month stopped around the second week and the markets turned again into positive. This trend was also pushed by the good third quarter GDP, which exceeded the analysts’ predictions. Another relief was that the Federal Reserve announced that interest rates would maintain the current situation despite the end of the quantitative easing policy.

Market trends in US in T-Advisor

Europe lived the worst situation, as the constitution of the new European Commission led by Mr. Juncker is taking a very long time. This is important, as the European Union has an unstable balance between common institutions and countries’ interests. On the other hand, the German machine is failing. After the fall in the second quarter, it is expected that third quarter GDP will confirm another recession (technically, two negative quarters in a row). The perfect storm took place with the economic crisis in France, the unstable political situation in Italy and the results of the bank stress test, which did not totally clear up doubts. Banks suffered a hard correction.

Europe market trends in T-Advisor

Latam main news were related again to Brazil. Socialist candidate Marina Silva, who was expected to be in the second round in the presidential election, lost this chance as socialdemocrat Aecio Neves obtained a better result to fight against President Rousseff. Finally, Rousseff gained a second term but with a very little difference (51- 49). Markets bet for Neves, with a more center-right programme, and reacted negatively after Rouseff’s victory.

Latam market trends in T-Advisor

In Asia, warning signals came again from China, as the economy is growing at a lower pace. Some figures offer many doubts about a future evolution. Crossing the sea, Japan has reacted with more Abenomics (the expansive programme organized by Prime Minister Abe). Bank of Japan will enlarge the monetary expansive programme in another attempt to move the economy of the second largest Asian giant, which lives in an eternal crisis since the 90s.

Market trends in Asia in T-Advisor