Global

Last Update: 21/12/2024

Having a global view on the performance of the main asset classes can be very helpful in understanding in which direction the financial markets are going and thus whether it is appropriate to be cautious or to focus on more volatile assets. In our analysis we assess the performance of the four main asset classes: equities, bonds, gold and cash.

Summary

One week evaluation (short term)

The overall score obtained by individual assets in the last week. This is a short-term indication

Cash (Euro)
0.4100
Gold
0.2150
Bond
0.0850
MSCI World
0.0450

Evaluation at 3 weeks (short term)

The 3-week average of the overall scores obtained by individual assets. This is a short-term indication but less volatile than the one-week figure

MSCI World
0.4317
Cash (Euro)
0.3750
Bond
0.3483
Gold
0.2067

Evaluation at 10 weeks (medium term)

The 10-week average of the overall scores obtained by individual assets. This is a medium/long-term indication

MSCI World
0.4290
Cash (Euro)
0.3875
Bond
0.2540
Gold
0.1885

Evaluation at 52 weeks (long term)

The 52-week average of the overall scores obtained by individual assets. This is a long-term indication

Cash (Euro)
0.4635
MSCI World
0.4607
Gold
0.3222
Bond
0.2779

Assets prices trend

In which direction are the prices of the individual assets analysed currently heading? We assess this using some technical indicators.

Asset
Signal
Trend
MSCI World
Bearish
Improving
Bond
Neutral
Stable
Gold
Neutral
Worsening
Cash (Euro)
Neutral
Stable

Positive/Negative

Positive/negative signals for volatility, prices and evaluations using artificial intelligence.

Asset
Volatility trend
Prices trend
Signal
Complex
MSCI World
-
-
-
-
Bond
-
-
-
-
Gold
+
-
-
-
Cash (Euro)
-
+
+
+

Valuations Trend

The graphs below show the appreciation of each asset measured by the valuation trend over the last 6 weeks on a scale of 0 to 10.

MSCI World
Valuation: 0
Trend: Peggioramento
Bond
Valuation: 0
Trend: Peggioramento
Gold
Valuation: 7.5
Trend: Miglioramento
Cash (Euro)
Valuation: 7.5
Trend: Miglioramento

Rating chart

The graph below depicts the valuations obtained by each asset over the last 4 weeks. it is useful, combined with the "Positive/Negative", to identify the trend.

Strategy simulation trend

Last Update: 21/12/2024

The chart below represents a simulation of an operational strategy based on opening a long position on the asset(s) that get a positive signal from the 3-week valuations and AI models. The same graph also shows the trend of a Buy & Hold strategy of balanced assets. The chart spans 300 weeks and is rolling (sliding one week at a time).

4 weeks
  • Strategy
    Rend: 0.195152%
    Dev.Std: 0.433716
  • Buy & Hold
    Rend: 0.218788%
    Dev.Std: 0.77683
52 weeks
  • Strategy
    Rend: 0.224706%
    Dev.Std: 0.447667
  • Buy & Hold
    Rend: 0.2594%
    Dev.Std: 0.74093
257 weeks
  • Strategy
    Rend: 0.296522%
    Dev.Std: 0.65342
  • Buy & Hold
    Rend: 0.112508%
    Dev.Std: 0.90873

Infos

How to read our analysis sheets. Each sheet presents a comparison between various financial assets that are part of a specific basket. For example, we may have all the industrial sectors in the S&P500 or the main categories of commodities in the CBOE basket.
The goal of our analysis is to assess how the various assets are performing by comparing them with each other and against a reference index. To do this, we use a series of technical and intermarket indicators, as well as volatility analysis and forecasting tools that employ models managed by artificial intelligence.
The result is summarized in a series of tables that present various information.

  • An assessment of the assets over different time horizons that provides a score for each individual element. The asset with the highest score is currently the one most favored by investors.
  • An analysis of the evaluations over time to understand their trends, i.e., whether they are improving or deteriorating, which allows us to evaluate the changing perspective of investors toward the various assets under analysis. This information is provided both numerically and through graphs.
  • A technical analysis of individual assets that allows us to assess the current situation, i.e., whether we are in an uptrend or downtrend, and adds the projected trend for the following week.
  • A comparative analysis of volatility, price forecasts, and evaluation results that indicates a trend for the assets in the upcoming week.

What is the purpose of this data, and how can I use it? The basic idea behind our analysis is to provide a concise overview of how investors are operating at the moment, what they are focusing on, and what they are avoiding. With the help of forecasting analysis, we also provide a trend of asset movements for the upcoming weeks. The analysis, as also shown by the simulation that accompanies each sheet, can be used as informational support for creating a short-term investment strategy.