News & Research

In the updated blog post, we answer some of the most frequently asked questions about cloud technology.

Strong earnings and central-bank support lift European stocks and bonds alike; Dollar continues to strengthen, as stock market posts record high; Portfolio risk surges amid stock-market turbulence.

Spread between short-horizon statistical and fundamental forecasts widens in the US; Sector exposures to Momentum and Market Sensitivity have changed substantially this year; Market Sensitivity returns have reversed course.

The world’s share of responsibly managed assets continued to expand in the two years through 2019, according to one of the most comprehensive industry studies. US-based ESG assets jumped 42% during the period. In Europe, sustainable assets dropped amid higher standards of what constitutes an ESG investment.

Chris Huemmer, Northern Trust Asset Management’s Senior Investment Strategist, discusses his firm’s innovative ETFs tracking multi-factor, ESG and climate strategies, and the role of an index provider in wrapping up a holistic investment approach.

The best risk model is the one most closely aligned to your strategy. That’s why Qontigo offers you a range of Equity Factor Risk Models connected as a single linked risk model.

Sovereign yields continue to fall spurred by safe-haven buying and central banks; Gilt curve pivots, as inflation worries battle with economic-growth concerns; Flight to quality reduces portfolio risk.

Spread between short-horizon statistical and fundamental forecasts widens in the US; Sector exposures to Momentum and Market Sensitivity have changed substantially this year; Market Sensitivity returns have reversed course.

The first annual ESG survey from the Index Industry Association (IIA) shows asset managers are preparing for sustainability principles to take a more significant role across their portfolios. It also points to significant challenges including the lack of data standardization, and says indices have a critical role to play in facilitating the adoption of ESG strategies.

Risk fell again across most indices in Q2 – US short horizon risk finally retraced its path back to where it stood before the 2020 crisis. Almost all components of risk contributed to the decline.

Changes to the ESG index follow a market consultation and were undertaken to keep the methodology and index aligned with evolving sustainability practices and new guidelines from regulators. A Qontigo analysis shows the new rules didn’t significantly affect the country or industry allocation of the resulting portfolio.

Yields drop amid concerns over Delta variant and economic growth; Bund curve flattens, as ECB vows to keep rates low; Portfolio risk falls, as strengthening dollar dampens local returns.