C8 Weekly Bulletin:  Direct Indexing and Capturing EM Trends with EVOLIDS

One of our index providers, EVOLIDS, has produced a great piece on the advantages of Direct Indexing. Over the past year there has been increasing focus on opportunities in Emerging Market equities on the back of higher commodity prices, and inflation in developed markets.  Access the EVOLIDS Global Emerging Markets Long/Short Index on C8 Studio to take advantage of this renewed volatility.
BY JON WEBB

C8 Weekly Bulletin:  Direct Indexing and Capturing EM Trends with EVOLIDS

03 May 2023

One of our index providers, EVOLIDS, has produced a great piece on the advantages of Direct Indexing (available here as a PDF) which we are happy to share:

EVOLIDS Global Emerging Markets L/S 

Over the past year there has been increasing focus on opportunities in Emerging Market equities on the back of higher commodity prices, and inflation in developed markets.  Access the EVOLIDS Global Emerging Markets Long/Short Index on C8 Studio to take advantage of this renewed volatility. The approach takes into account the risk in other markets, to assess the likely near-term trend in Emerging Markets (using futures or ETFs).  The returns are unlevered.

The index has been running live since 2017 and has averaged 12% per year since then. Performance is uncorrelated to the US S&P500 or, indeed, the global S&P1200.

Other posts

NDR Dynamic Allocation Strategy April 2023 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →

Thoughts From The Divide: Particularly Fluid

BY JON WEBB
Now a week out from the Fed making it clear that the squeeze of lower growth isn’t worth the juice of bringing inflation back to (not toward, Jerry!) 2%, Mohamed El-Erian summed up the state of play nicely in a recent article for the FT. The Queens’ College president noted that, “It is not often that you see a reputable central bank revise up its inflation and growth projections and yet strengthen a dovish tilt to its policy stance. Yet that is what happened in Washington last week when the Federal Reserve raised those projections up a notch and yet delivered two consequential signals – a willingness to tolerate higher inflation for longer and an openness to slow the ongoing reduction in its balance sheet.” Read more →

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy August 2023 Update

BY BRIAN SANBORN
Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update. Read more →
Back to all posts →