Quarterly Outlook
Q4 Outlook for Investors: Diversify like it’s 2025 – don’t fall for déjà vu
Jacob Falkencrone
Global Head of Investment Strategy
You can access both of our platforms from a single Saxo account.
Generating alpha without lifting a finger
Saxo Bank
Summary: Saxo's digital wealth management service, SaxoSelect, offers a wide range of fully managed alpha-generating portfolios. Without lifting a finger, investors holding positions in the Nasdaq Global Momentum and Brown Advisory Ethical Selection managed stock portfolios generated a net return of 8.8% and 5.6% respectively in Q2.
Read more about SaxoSelect here
Nasdaq Global Momentum
Nasdaq Global Momentum consists of 30 to 40 non-US stocks in developing and emerging markets. The stock-picking process is based on the relative strength methodology, where stocks outperforming the determined markets are identified. This is also known as momentum investing. Given the market flexibility of the investment strategy, picking securities wherever opportunities are the best lays the foundation for strong portfolio performance.
Nasdaq Global Momentum generated a net return of 8.8% in Q2, which is 5.6 percentage points above the portfolio´s benchmark MSCI All Country World ex US Index.
Portfolio performance since inception in 2006:
Nasdaq Global Momentum
Nasdaq Global Momentum consists of 30 to 40 non-US stocks in developing and emerging markets. The stock-picking process is based on the relative strength methodology, where stocks outperforming the determined markets are identified. This is also known as momentum investing. Given the market flexibility of the investment strategy, picking securities wherever opportunities are the best lays the foundation for strong portfolio performance.
Nasdaq Global Momentum generated a net return of 8.8% in Q2, which is 5.6 percentage points above the portfolio´s benchmark MSCI All Country World ex US Index.
Portfolio performance since inception in 2006:
Brown Advisory Ethical Selection
Brown Advisory Ethical Selection is a portfolio of 30 to 40 US stocks carefully chosen for their strong investment potential and ethical merits. The core of the stock-picking strategy is based on deep fundamental analysis, with integrated ESG analysis. More specifically, the universe of fundamentally identified companies is screened to ensure that companies which don’t pass the strategy´s environmental, social and governance thresholds are excluded. For instance, companies with more than 5% of their revenue derived from alcohol or tobacco products will not be included.
Brown Advisory Ethical Selection was up by 5.6% in the second quarter. The result compared favorably to the benchmark Russel 3000’s return of 4.1%, as well as to the S&P 500´s return of 4.3% in the same period.
Portfolio performance since inception in March 2019:
Brown Advisory Ethical Selection is a portfolio of 30 to 40 US stocks carefully chosen for their strong investment potential and ethical merits. The core of the stock-picking strategy is based on deep fundamental analysis, with integrated ESG analysis. More specifically, the universe of fundamentally identified companies is screened to ensure that companies which don’t pass the strategy´s environmental, social and governance thresholds are excluded. For instance, companies with more than 5% of their revenue derived from alcohol or tobacco products will not be included.
Brown Advisory Ethical Selection was up by 5.6% in the second quarter. The result compared favorably to the benchmark Russel 3000’s return of 4.1%, as well as to the S&P 500´s return of 4.3% in the same period.
Portfolio performance since inception in March 2019:
Let a digital wealth manager take care of your investments
The obvious benefit with putting your investments on autopilot is the convenience factor. You simply choose your preferred portfolio and let the experts take care of the rest.
Investing in Saxo´s managed portfolios not only guarantee you a convenient holding period but also top-quality investment management. Our stock-picking process is based on rigorous research and time-tested investment principles from leading experts, which, combined with our industry-leading technology, gives you a unique investment opportunity.
Our technology enables you to invest in managed portfolios at a fraction of the cost charged by traditional wealth managers – all with only one click. And once you’ve invested, you can easily monitor your holdings and close your positions at any time without additional costs.
Open a live account to invest in SaxoSelect
The obvious benefit with putting your investments on autopilot is the convenience factor. You simply choose your preferred portfolio and let the experts take care of the rest.
Investing in Saxo´s managed portfolios not only guarantee you a convenient holding period but also top-quality investment management. Our stock-picking process is based on rigorous research and time-tested investment principles from leading experts, which, combined with our industry-leading technology, gives you a unique investment opportunity.
Our technology enables you to invest in managed portfolios at a fraction of the cost charged by traditional wealth managers – all with only one click. And once you’ve invested, you can easily monitor your holdings and close your positions at any time without additional costs.
Open a live account to invest in SaxoSelect
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