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Money Talks, Money Walks

Money Talks, Money Walks - February 2024

Wednesday, 14 February 2024, written by Eelco Ubbels

In January, equity indices continued their impressive climb. This has resulted in an upgrade for equities in our MTMW model. In addition, there are two other upgrades and three downgrades this month..

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Previous reports

Money Talks, Money Walks - January 2024

Wednesday, 17 January 2024

The final two months of 2023 could be characterized as an ‘everything rally’. This has its effect on our Money Talks Money Walks model with five recommendation changes in total this month…

Money Talks, Money Walks - December 2023

Monday, 18 December 2023

Lower oil prices and inflation and increasing bets on multiple rate cuts next year have boosted sentiment and asset prices in November. As a result, In our 3-Pillar Money Talks, Money Walks model, we have made as many as 13 upgrades, while there are no downgrades in the recommendations for the different asset classes.

Money Talks, Money Walks - November 2023

Thursday, 23 November 2023

October's market dynamics led to several adjustments in the MTMW model. The Consensus, or Pillar 1 of the model, incurred three downgrades and two upgrades. Changes in the Fund Flow Indicator, Pillar 2, were predominantly positive with three indicators moving upwards and one downwards. The Trend Indicator, Pillar 3, faced a challenging month with all four changes being downgrades, reflecting the overall decline in nearly all asset classes.

How the model works?

Our ‘Money Talks, Money Walks’ report is based on the recommendations of over 60 leading global Asset Managers and in- and outflow into the main asset classes. The combination of these two reports and our Fund Selection Model gives you an excellent benchmark for your own asset allocation decisions

This unique model is a tactical asset allocation tool that provides investors with model-based recommendations to have an overweight, underweight or neutral stance on the main asset and sub-asset classes. If analysis shows that all the signs within a particular pillar are positive, then the model recommendation is to overweight this asset class. If all the signs are negative, then the model recommendation is to underweight this asset class. Finally, if the pillars give contradictory signals, it is better to take a neutral stance. It is the combined information that counts.

In addition, our Portfolio Management Service is available as a supplement to subscribers of our ‘Money Talks, Money Walks’ report. It comprises of 12 monthly tailor-made update reports, in which we will implement ‘Money Talks Money Walks’ advice to determine the tactical asset allocation. This results in a model portfolio with over- and under-weightings. The degree of these over- and under-weightings depends on the volatility of the respective asset class (all data provided by you will be treated with full confidentiality)

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