In the search for predictive metrics, many investors look at current market P/E ratios as a sort of crystal ball. Does it stack up? Methodical investigates. https://t.co/19h4tdul3s
With volatility up and markets down, market sentiment is increasingly negative. This month Methodical discusses why investors should prepare themselves for potential turbulence. https://t.co/sxJMfoEMl1
Added to Momentum Wealth International!
The Methodical Global Equity Fund has today gone live on the MWI LISP. This adds to the existing Euroclear, AllFunds, Glacier International and Nedgroup Private Wealth options. More reasons to invest!
Timing is everything - yet so few people manage to get it right. Surely we should invest in a sensible way which recognises this rather than trying to guess market timing! Read more: https://t.co/7HLAuaznIP
Great article https://t.co/HSKFddy06J from Joe Wiggins at Aberdeen ("the worst time to buy an active manager") -- it addresses the topical issue of investors chasing performance rather than pro actively selecting managers.
One of our favourite writers, Ben Carlson, talks about the existential threat to Value investors by software -- with more and more intangibles on the modern balance sheet, do the old ways still work? https://t.co/qzUnTVSGUB
By any measure, the market is ageing. But is Winter Really Coming? We might still be in late summer. Methodical has a look at a more unconventional measure: market breadth. https://t.co/GuwmFNUMnC
We always like articulate, argumentative contrarians...and who doesn't like historic market charts? Here Alan Steel discusses, in a rather irreverent chatty style, whether the US markets are getting ready for a downturn: https://t.co/slpbnaJt1m
We love Canopy! This stock has been performing massively well - and demonstrates how Methodical's is able to find excellent overseas stock pick overseas. Does anyone else in SA hold this? https://t.co/XnvOE4eOgx
Tacking injury time: data scientists are now able to predict when football players are more likely to be injured. This helps everyone involved and results in better decisions for the player and team. https://t.co/aB5cAoZgbh
"Why you should be worried about the JSE", Methodical discusses how only 33% of 160 stocks in the ALSI are up YTD. The market is being supported by only a few stocks, and according to Steven van Jaarsveld, Methodical's CIO, this number is growing smaller. https://t.co/YzNGXqcYct
Recovering from losses is a tricky business – and much harder than many investors realise. It isn’t made easier by the human psychology around losses, either… https://t.co/KudyfboLST
Writing about how difficult it is to evaluate managers, Ben Carlson (A Wealth of Common Sense) gives a shout out to systematic managers! https://t.co/CcOFqglzgX
Crowds are often assumed to operate at the lowest common denominator, yet large groups can frequently produce startlingly accurate collective answers: the so-called "wisdom of the crowd". https://t.co/fyuGaYoT65
The World Cup is here! Russia 2018 Football World Cup has begun. Just for fun, we tried to predict the results based purely on qualifying data with a systematic approach. Check it out!
https://t.co/SJDFErnPn2
Are we growing more comfortable with AI? What do you think? A majority of UK business leaders now believe that AI integration will actually increase human employment. https://t.co/qDsxR4V2IT
Although a developing market, China is swiftly adopting robots and technology into daily life. Would you be happy with retail banking from a robot? https://t.co/2IehOHBI8w