Fundamental Adaptive Strategy
Fundamental Adaptive Strategy
Methodology
Technical Factors
Momentum Indicators – Which Asset Classes are currently in an uptrend
Moving Averages – Smooth price trends and determine entry/exit points.
Volatility Measures – Defining optimal exposure
Support & Resistance Levels – Finetune entry/exit points
Fundamental Factors
Macroeconomic Indicators – Monitoring GDP growth, inflation, and employment data to assess economic conditions
Interest Rate & Monetary Policy – Adjusting based on central bank decisions, bond yields, and liquidity conditions
Geopolitical & Market Sentiment – Considering political risks, trade policies, and investor sentiment
Sector & Industry Trends – Allocating towards high-growth sectors or defensive industries based on economic cycles
Instrument Factors
Valuation Metrics – Assessing ratio like P/E and Dividend Yield to determine if an asset is over- or undervalued
Earnings & Revenue Growth – Analyzing historical and projected revenue, net income, and EPS (Earnings Per Share) trends
Balance Sheet Strength – Looking at Debt-to-Equity levels and Cash Flows to gauge financial stability.
Corporate Governance & Management – Evaluating executive leadership, insider transactions, and shareholder-friendly policies