Systematic Relative Strength

Podcast #23 What Relative Strength Says About Europe

Mike Moody and Andy Hyer

Source: gomersall.net.au

Podcast #22 Flavors of Tactical Asset Allocation

Mike Moody and Andy Hyer

Podcast #21 Perspective For Long-Term Planning
Mike Moody and Andy Hyer

Podcast: Portfolio Allocations Heading Into 2012

John Lewis, Paul Keeton, and Ben Jones

Podcast #20 Tactical Investing: Valuable or Clown Act?

Mike Moody and Andy Hyer

Podcast #19 Benefits of ETFs

Mike Moody, John Lewis, and Andy Hyer

Podcast #18 Asset Allocation In Current Market

Mike Moody and Andy Hyer

Podcast #17 Different is Good

Mike Moody, Harold Parker, and Andy Hyer

“If you want to have better performance than the crowd, you must do things differently from the crowd.” — Sir John Templeton

Podcast #16 Market Review

Mike Moody, John Lewis, and Andy Hyer

Tom Dorsey and Tammy DeRosier interview DWA Money Manager, John Lewis.  Click here.

Podcast #15 The Role of Luck

Mike Moody, John Lewis, Andy Hyer

Podcast #14 US Dollar Risks and Opportunities

Mike Moody, Harold Parker, Andy Hyer

Podcast 13 Under-appreciated Risks

Harold Parker, John Lewis, Andy Hyer

Podcast #11 Process vs. Ideas-based Investing

Mike Moody and Andy Hyer

Podcast #10 “What Should I Do Now?”

Mike Moody, Harold Parker, and Andy Hyer

Review of DWA Products Podcast

Tammy DeRosier, Paul Keeton, and John Lewis

Podcast #9 Relative Strength in 2009 and 2010

John Lewis and Andy Hyer

Podcast #8 The Death of Momentum – Argument Exposed

Mike Moody and Andy Hyer

(click here for the article “Why Momentum Funds Don’t Have Any” by Russel Kinnel of Morningstar)

Podcast #7 Systematic RS: A Blended Process

Mike Moody and Andy Hyer

(click on image to enlarge)

Podcast #6 DWAFX: 4 Years On

John Lewis and Andy Hyer

For more information about the Arrow DWA Balanced Fund, see www.arrowfunds.com or call Arrow Funds at 301-260-0163.

Dorsey Wright Analyst, Susan Morrison, and Dorsey Wright Portfolio Manager, John Lewis, recently completed a podcast (click here to listen) in which they discuss the performance and current allocations of the PowerShares Technical Leaders Indexes (PDP, PIE, and PIZ). Noteworthy overweights and underweights for each of the ETFs are discussed.  PDP is the U.S. Technical Leaders ETF; PIE is the Emerging Markets Technical Leaders ETF; and PIZ is the Developed International Markets Technical Leaders ETF.

As shown in the table below, each of these ETFs has outperformed its respective benchmark since the beginning of the current bull market and also YTD (1/1/10 – 7/13/10).

Additional information and disclosures for each of the ETFs can be found at www.powershares.com.

6/15/10

Podcast #5 Buy-and-Really-Hold

Mike Moody and Andy Hyer discuss research showing that the majority of individual securities collectively tend to post negative returns over the long run.  Much better results can be achieved by strategies that seek to cast out the losers and hold on to the winners.   It is time for a paradigm shift from buy-and-hold.

5/12/10

Podcast #4 Momentum is Here to Stay

Mike Moody and Andy Hyer discuss the following provocative statement by Abnormal Returns in their 5/10/10 post The Momentum Paradox:

All that being said, momentum remains a paradox.  Momentum is easily calculated and widely disseminated.  It is hard to believe that momentum strategies would continue to outperform in that sort of environment.  However, to-date they have.  So much so, that academia and practitioners alike recognize it as a return factor.

Will this momentum era end at some point?  Maybe.  The construction of momentum indices might lead to its eventual demise.  In the meantime investors of all stripes need to take note of momentum in designing their approach to the markets.

5/7/10

Podcast #3 Building and Executing Systematic Relative Strength Models

John Lewis and Andy Hyer