Category: Equity Leaders Weekly

SIACharts empowers professionals with a tactical, rules-based investment framework that adapts in real time to market conditions. From onboarding to oversight, elite practitioners use SIA’s Relative Strength Rankings to streamline decisions, identify outperformers, and build portfolios grounded in clarity, conviction, and performance. A real-world onboarding example shows how even a basic alphabetical holdings list can be transformed into a data-driven portfolio review — spotlighting underperformers, elevating leaders, and immediately positioning the advisor to deliver measurable value from day one.

With equity markets showing short-term strength despite mixed year-to-date returns, and volatility reemerging after a period of relative calm, investor focus is shifting toward fixed income and inflation-sensitive strategies. Divergences between U.S. and Canadian equity performance, a steepening yield curve, and sharp movements in long-term Treasury yields are contributing to a complex market backdrop. In this report, we examine these cross-asset trends and take a closer look at how traditional long-duration bond exposures like the iShares 20+ Year Treasury Bond ETF (TLT) compare to alternative strategies such as the Simplify Interest Rate Hedge ETF (PFIX), which may respond differently in today’s interest rate and inflationary environment.

In this edition of the Equity Leaders Weekly, we examine how the Chinese markets are performing under the current 90-day tariff pause with the U.S., and take a retrospective look at the Crude Oil Continuous Contract (CL.F) to assess where crude oil prices may be headed.

This guide explains how to use the SIA All CAD ETF Ranked Report, a powerful tool for evaluating Canadian ETFs based on relative strength. By leveraging proprietary point and figure analysis, the report offers a unique view of short- and long-term performance potential. Below, we walk through its key features and real-world examples to help advisors quickly spot emerging opportunities.

As markets navigate mixed macro signals, sector rotation remains a key theme. This report highlights the top-performing sectors year-to-date, identifies emerging momentum leaders, and flags early reversal signals in underperforming areas. For financial advisors, understanding these shifts is essential for positioning client portfolios in an evolving landscape.

International markets are taking the lead in 2024, with Central and Eastern Europe—especially Poland—outperforming amid signs of geopolitical de-escalation in Ukraine. While trade tensions weigh on U.S. equities, China and Canada have shown resilience. A confirmed breakout in Poland’s EPOL ETF highlights the power of early relative strength signals—underscoring the edge that SIACharts delivers to elite advisors focused on identifying leadership before it becomes consensus.

Chinese equities advanced, while U.S. indices declined. Mainland China and Hong Kong posted gains even as headlines focused on tariffs and delisting threats, while the S&P 500 and Dow Jones Industrial Average retreated, with the latter pressured by index-heavyweight UnitedHealth. In this update, we review the latest Point and Figure developments for both indices, highlighting key support and resistance levels in the context of ongoing relative weakness.

Amid widespread declines in global equity markets, India has emerged as a standout performer, showing resilience in a challenging environment. This analysis reviews the performance of the iShares MSCI India Index ETF (INDA), highlighting key support and resistance levels. Additionally, we examine the SIA Market Bullish Percent Index, which signals potential for a market reversal, suggesting a shift from oversold conditions to a more favorable sentiment. By combining these technical indicators, we can better understand the current market dynamics and potential for recovery.

This report explores the contrasting roles of gold and Bitcoin as market proxies—gold as a safe-haven asset and Bitcoin as a high-risk, high-reward investment. Through an analysis of recent performance trends, including resistance and support levels, we examine how these assets are responding to current market conditions. Gold’s resilience and ongoing resistance levels provide insight into investor sentiment, while Bitcoin’s volatility highlights shifting risk appetite. By analyzing these assets, we seek to uncover what their movements suggest about the broader market outlook and the future direction of investor behavior.

Global markets have outperformed the U.S. year-to-date, with several international indices—particularly in Europe, Asia, and emerging economies—showing strong gains. While U.S. markets have delivered mixed results, China and other global regions have experienced notable growth, signaling a potential shift in market leadership. An analysis of key funds, such as the Invesco QQQ Trust versus the Invesco China Technology ETF and the BMO China Equity Index ETF, suggests emerging leadership from China and other international markets, potentially marking a turning point in the global investment landscape.