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Buy from the pessimists and sell to the optimists


Nader Naeimi, Head of Dynamic Markets explains in this short interview: "Pessimism, or even hate, toward an asset class is actually good. What we want to do is to buy from the pessimists and sell to the optimists."

 

Remember Brexit? The UK’s unexpected vote in late June to leave the EU led to a dramatic collapse in market sentiment. At the point of maximum pessimism, the FTSE 100 was down 8% on the day. Yet within a week the FTSE had recovered all of its ground, and then gained another 10% within 6 weeks.

Sentiment is a powerful force in markets, creating significant inefficiency that can be traded upon. Sentiment is one of five key inputs to AMP Capital’s new exchange traded managed fund, the Dynamic Markets Fund (Hedge Fund), ASX:DMKT.

As Nader Naeimi, Head of Dynamic Markets explains in this short interview: “Pessimism, or even hate, toward an asset class is actually good. What we want to do is to buy from the pessimists and sell to the optimists.”

Watch this video to see how he quantifies sentiment levels, and to hear the four other key inputs to the investment process.

This video is part of a series of videos. You can watch the other videos in the series here:

Australia's banks three times more expensive than Europe's
Where would you invest and what is the biggest opportunity?

 

About the author
Nader Naeimi, Head of Dynamic Markets at AMP Capital. He is also the portfolio manager of the Dynamic Markets Fund.

Access up to 80 global opportunities in a single trade

In a world where market volatility and low growth are the new norm, asset allocation is more important than ever. However accessing asset classes globally and outside of the usual places in order to do this is difficult.

AMP Capital’s Dynamic Markets Fund (Hedge Fund) ASX Code: DMKT, an exchange traded managed fund, offers a low cost solution to global portfolio diversification with a real return objective.

Learn more

 

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Content is provided by Livewire Markets and does not represent the views of AMP Capital.

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Access up to 80 global opportunities in a single trade

In a world where market volatility and low growth are the new norm, asset allocation is more important than ever. However accessing asset classes globally and outside of the usual places is difficult.

AMP Capital’s Dynamic Markets Fund (Hedge Fund) ASX Code: DMKT, an exchange traded managed fund, offers a low cost solution to global portfolio diversification with a real return objective.

Learn more

Sign up to our newsletter!

Receive regular insights and marketing communications including a weekly update of tending news and market insights that are tailored for SMSF trustees and investors.
AMP's Australian operations are bound by the current Australian privacy legislation which outlines how organisations should manage and use personal information collected and held about their customers. AMP Privacy Policy
Sign me up