Tag Archives: risks

Comparing assets in T-Advisor with our tools

When an investor is looking for interesting assets for his or her portfolio, he or she usually looks into reports to find objective figures: performance, volatility, risk… This task is necessary to take a decision, as everyone has to analyze deeply where to invest the money. But other way to decide an investment is the comparison.

Think about that: you have heard that any sector is living a momentum and you begin to read reports of some companies of this sector. You would like to have a tool to see at a glance the evolution of the performance, instead of building charts by yourself: the T-Advisor tool to compare is your solution.

These are the steps: select the assets and include them in your watchlist. Just click on the star to put on your list. Then choose all the assets that you want to compare. Once you have chosen the assets to compare, click on the button “Comparison”. Watchlist in T-Advisor Let’s look an example with British banks. These are the results: Charts with the comparation in T-Advisor This chart shows the evolution of the returns of the selected assets for different timeframes: Comparation of risk and returns in T-Advisor This other chart compares the position of each asset in the relationship performance-risk.

Both views provide valuable information, as it helps obtain a global view for your interests. You have also more information if you scroll down: Comparative data in T-Advisor You can also use the tool to compare the assets in your portfolio. Select your portfolio and click on the button “Watchlist”. Choose the assets to compare and click on the button “Compare”.

You will obtain the same charts as above. For instance, let’s look the Germany portfolio in T-Advisor: List of assets in a portfolio in T-Advisor Comparative chart in T-Advisor T-Advisor has developed its tools to be a useful help for investors. We are aware that information is important, but in a world with such volume of figures and data, information has to be organized so that everyone can understand it to take their own investment decisions. That is why our developments are focused in collecting relevant data to provide them in understandable and easy ways for our users.

Markets deal with several risks in the short-term

The current world situation has some points of instability for the markets. Last year, the earnings were quite high after the financial crisis years, but 2014 began with a more complex landscape, mainly in the emerging markets, as we have written before in this blog.

Risks: Global trends in markets by T-Advisor

As we see in the chart above, the main trend is still bearish for all the markets. What is happening? The first problem has to do with central banks. Janet Yellen, new chairwoman in the US Federal Reserve, seems to be “dovish” as she prefers to delay somehow the taper of the quantitative easing or, at least, wait more for an increase of the interest rates (announced for 2015), not linked to a concrete unemployment rate. Is it good? Not necessary, if the Fed mentions in today’s and tomorrow’s meeting that the US economic recovery is slower than expected.

On the other side of the Atlantic, ECB chairman Mario Draghi announced surprisingly in last press conference that the institution will not take any decision in the monetary policy although the credit flows are still low, there are downside risks for inflation and the exchange rate euro-dollar is touching the psychological 1.40 $ border. This exchange rate is risky for European exports and has influence in the decrease of the inflation, as import prices pressure to lower prices. An outlook of lower prices is critical, because it delays consumers and investors decisions to buy.

In the Asian front, China worries the markets, as there are some dangerous signs related to the financial and the export sector, amongst others. But the markets follow carefully the developments in Ukraine. Recent political events in Crimea increased concerns for the effects of the economic sanctions imposed to Russia by the EU and US, apart from the risk of a conflict on the land.

Next weeks will be decisive to watch the evolution of the markets: will instability be part of 2014? Or are all of these risks just an exception in a possible upward trend?