Market Regime

What phase is the market in? And which asset classes are leading?

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What does this mean?

The market regime analyses trend, momentum and market breadth on a monthly basis and classifies the current environment into one of four phases. It is not a forecast and not a trading signal, just a classification of where we stand. Concrete buy and sell signals are generated by the signal system per asset.

Risk-Off

High uncertainty. Protecting capital is the priority.

Defensive

Caution advised. Defensive assets and real assets preferred.

Risk-On

Broad market carries. Normal exposure possible.

Aggressive

Strong momentum. Growth and small caps lead.

Sector Rotation

Which asset classes are performing better or worse than the broad US market? Relative strength shows where money is flowing. All values in USD. Results in CHF may differ due to exchange rates.

History

The chart shows the regime score over the last 36 months. The higher the value, the more offensive the market environment. Below 25, caution dominates (Risk-Off); above 75, strong momentum prevails (Aggressive). The coloured lines correspond to the four phases.

No investment advice. The information presented is for general orientation only and does not constitute a buy or sell recommendation. Past regime phases are no guarantee of future results.