Investors in international stocks in 2017 have been more “lucky” than “good” as the majority of their gains haven’t come from fundamental moves in the market, rather they have primarily come from currency fluctuations. In fact, the majority of these gains came from something likely completely overlooked: the currency risk they were subjecting their portfolio […]
IronBridge Insights
Geopolitics, Discipline and Record Short VIX
In this issue, we focus on how Geopolitics affects the markets, how we maintain discipline in portfolios, and update the charts based on the recent market volatility. On Our Radar NORTH KOREA: The saber rattling continues as tensions escalate. We discuss the affects of geopolitics in our Macro section below. MARKET TURBULENCE RETURNS: The calm markets over […]
Sector Rotation, Breakout in Small Caps, Sectors as a Warning Signal
Sector rotation can be a powerful tool to stay ahead of key macro trends and outperform relative benchmarks. We have ranked sector performance over the last month. Currently, the sectors that are leading are Financials, Materials and Technology, which are more economically sensitive. At the same time, the defensive sectors are lagging, such as Utilities and Staples. This reveals an overall […]
Yield Curve Rising could signal next Market Peak
The yield curve has been steadily declining since the end of QE3 in 2014. Historically, an inverted yield curve has preceded recessions. However, it is not until the yield curve starts to rise after being inverted that we should be on the lookout for the next major stock market correction. In this issue we discuss: […]