Below is a weekly summary of our research findings for 9/9/19 through 9/13/19. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs.
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- AAII Investor Sentiment as a Stock Market Indicator
Evidence suggests that investors may be able to exploit extreme values of AAII net investor sentiment as contrary signals, but strong (extremely bearish sentiment) signals are rare. - Asset Class ETF Interactions with the Euro
Evidence suggests that a strong (weak) euro relative to the U.S. dollar is contemporaneously good (bad) for most asset classes, but not for U.S . government bonds. Euro valuation changes are not convincingly predictive of asset class returns. - Evaluating Country Investment Risk
Investors have variety of methods to assess investment risk by country from different perspectives, but each method has shortcomings. - Asset Class ETF Interactions with the Yen
Evidence suggests that a strong (weak) yen relative to U.S. dollar is contemporaneously bad (good) for equities, but the opposite for U.S . government bonds and gold. There may be weak continuation of the strong yen effect for a month. - European Stock Return Predictors
Evidence indicates that investors in European stocks may be able to boost performance by screening jointly for about 20 firm characteristics.