Brooke Thackray: Seasonal Rotation – Time to rotate?

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 – just take a quick look at the chart for the ETF – 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.

Thank you for listening!

Timestamped Highlights

00:00 Market signals mixed, economy struggles with inflation.

06:15 Economy has a rich-poor divide, different news.

14:23 Seasonal trends and market performance post-COVID.

16:04 Investors' shifting interest from trends to analysis.

22:57 Global X Seasonal Rotation ETF chart impressive.

32:10 Discussing the challenge of simplifying stock strategy.

35:21 Adhere to rules. E.g. gold sector showing strength.

38:32 Tech sector's strong performance suggests market caution.

44:32 Economy slowing, technicals show bond strength. Yield rising or remaining high.

50:35 Stock market trend uncertain, potential opportunities ahead.

55:34 Investing in mystery and history, a seasonal strategy.

01:00:15 Market behavior varies with seasonal elements.

01:05:04 Improving processes for future market changes.

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