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Writer's pictureLester Davids

POSITIONING: High Beta vs Low Volatility - Monday, 09 September 2024

  • High Beta shares trading at multi-month lows relative to Low Volatility shares.

  • This reflects defensive positioning by market participants.

  • Note: The trend that has been broken extends back to the March 2020 lows.



 

Previous Post: Tuesday, 30 July


The chart highlights the S&P 500 High Beta ETF (SPHB) relative to the S&P 500 Low Volatility ETF (SPLV). Zooming out, my analysis highlights the failure of high beta shares to hold above the prior swing highs, while momentum (as per the 14-week RSI) is nearing a breach of the upward trend.


Bottom Line: Investors appear to be positioning themselves within low volatility shares/sectors while rotating out of shares/sector with a higher beta.



Lester Davids

Analyst: Unum Capital

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