News & Research

US small caps erase prior 11-month gains; Info Tech—the biggest loser so far in 2022; China ekes out weekly gain after interest-rate cut.

We talk to Paul Lacroix, Ossiam’s Head of Structuring, about the switch of index underlying the Ossiam STOXX® Europe 600 Equal Weight NR ETF, and why an equal-weighted ESG strategy can boost both the ESG profile and price returns of a portfolio.

Investor sentiment remains bearish in all developed markets and Asia ex-Japan. It has recovered only slightly in global emerging markets, Japan, and China, but has stayed negative there too.

Investor sentiment is at new lows,
Plunged in a state of self-inflicted melancholy.
Induced by old foes with visitation rights,
Converging on markets after a long absence.

With inflation at multi-decade highs, a tightening of monetary policy appears inevitable. Since November, a growing number of central banks — most prominently the Bank of England — have begun to raise rates, and the Federal Reserve is expected to follow suit in March.

Qontigo’s global index provider STOXX Ltd. has announced an unscheduled adjustment to the MDAX index.

Qontigo has entered into a partnership with RepRisk, a pioneer and leader in ESG data science. Qontigo will enable solutions and access to RepRisk ESG risk data via Axioma portfolio analytics and risk models, and build indices under its STOXX family of brands.

US risk appetites ebb amid inflation worries; Dispersion widens globally; Hidden risks may linger in China.

March Fed hike a near-certainty as inflation surges; Dollar falls as US stocks post a second week of losses; Portfolio risk holds steady, as bond selloff offsets lower equity volatility.

Investor sentiment remained very negative last week in all markets we track except Japan and China, which staged minor recoveries on domestic stimulus talks.

Olivier d’Assier, Head of APAC Applied Research at Qontigo, discusses the latest on the markets on Bloomberg Daybreak Asia.

Last quarter we discussed how markets seem to have decoupled. That has continued in Q4 as risk rose in the US (now among the riskiest markets but just around its long-term median) but was flat or fell in others.