In this episode Brooke Thackray, research analyst at Global X ETFs Canada, and advisor to the Global X Seasonal Rotation ETF (HAC), joins us to discuss seasonal investing trends across US and Canadian stocks and bonds. Thackray emphasizes the effectiveness of seasonality in fine-tuning the investment process with technicals and historical market patterns \u2013 just take a quick look at the chart for the ETF \u2013 confirmed. We also discuss the rotation aspect of the fund, the expectation, for example, of gold performing well in a strong upcoming seasonal period, and the anticipation of a weaker equity market over the next six months due to various factors. Thackray highlights the importance of relying on a long-term model and discipline for managing the investment process, and expects the seasonal framework to work even better over the next decade due to changes in market sectors.<\/p>\n
Thank you for listening!<\/strong><\/p>\n 00:00 Market signals mixed, economy struggles with inflation.<\/p>\n 06:15 Economy has a rich-poor divide, different news.<\/p>\n 14:23 Seasonal trends and market performance post-COVID.<\/p>\n 16:04 Investors’ shifting interest from trends to analysis.<\/p>\n 22:57 Global X Seasonal Rotation ETF chart impressive.<\/p>\n 32:10 Discussing the challenge of simplifying stock strategy.<\/p>\n 35:21 Adhere to rules. E.g. gold sector showing strength.<\/p>\n 38:32 Tech sector’s strong performance suggests market caution.<\/p>\n 44:32 Economy slowing, technicals show bond strength. Yield rising or remaining high.<\/p>\n 50:35 Stock market trend uncertain, potential opportunities ahead.<\/p>\n 55:34 Investing in mystery and history, a seasonal strategy.<\/p>\n 01:00:15 Market behavior varies with seasonal elements.<\/p>\n 01:05:04 Improving processes for future market changes.<\/p>\n Copyright \u00a9 AdvisorAnalyst<\/p>\n","protected":false},"excerpt":{"rendered":" In this episode Brooke Thackray, research analyst at Global X ETFs Canada, and advisor to the Global X Seasonal Rotation ETF (HAC), joins us to discuss seasonal investing trends across US and Canadian stocks and bonds. Thackray emphasizes the effectiveness of seasonality in fine-tuning the investment process with technicals and historical market patterns \u2013 just take a quick look at the chart for the ETF \u2013 confirmed. We also discuss the rotation aspect of the fund, the expectation, for example, of gold performing well in a strong upcoming seasonal period, and the anticipation of a weaker equity market over the next six months due to various factors. Thackray highlights the importance of relying on a long-term model and discipline for managing the investment process, and expects the seasonal framework to work even better over the next decade due to changes in market sectors.<\/p>\n Thank you for listening!<\/strong><\/p>\n 00:00 Market signals mixed, economy struggles with inflation.<\/p>\n 06:15 Economy has a rich-poor divide, different news.<\/p>\n 14:23 Seasonal trends and market performance post-COVID.<\/p>\n 16:04 Investors’ shifting interest from trends to analysis.<\/p>\n 22:57 Global X Seasonal Rotation ETF chart impressive.<\/p>\n 32:10 Discussing the challenge of simplifying stock strategy.<\/p>\n 35:21 Adhere to rules. E.g. gold sector showing strength.<\/p>\n 38:32 Tech sector’s strong performance suggests market caution.<\/p>\n 44:32 Economy slowing, technicals show bond strength. Yield rising or remaining high.<\/p>\n 50:35 Stock market trend uncertain, potential opportunities ahead.<\/p>\n 55:34 Investing in mystery and history, a seasonal strategy.<\/p>\n 01:00:15 Market behavior varies with seasonal elements.<\/p>\n 01:05:04 Improving processes for future market changes.<\/p>\n Copyright \u00a9 AdvisorAnalyst<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"categories":[18],"tags":[],"_links":{"self":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1336"}],"collection":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode"}],"about":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/types\/episode"}],"author":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/comments?post=1336"}],"version-history":[{"count":0,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1336\/revisions"}],"wp:attachment":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media?parent=1336"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/categories?post=1336"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/tags?post=1336"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Timestamped Highlights<\/strong><\/h1>\n
Timestamped Highlights<\/strong><\/h1>\n