News & Research

The Qontigo Investment Intelligence Summit held on May 5 was the stage for a discussion around index-based thematic investing. Two industry experts — from BlackRock and Qontigo — explained why assets are flowing into thematics and why the strategies can best target the upside of a world undergoing structural change.

In a recent three-minute interview conducted at the Sustainable Investment Forum Europe, Kaylash Patel speaks about the role external sustainability data plays in the portfolio construction process.

Abating US inflation pushes yields lower; Credit spreads soar as US stock market extends its losing streak; Surging equity volatility boosts portfolio risk.

The US becomes the biggest loser and riskiest so far in 2022; Global risk appetites continue to fall; Asset dispersion widens worldwide.

The devil is in the details when it comes to performance attribution. Here we explain the differences between risk-based vs. Brinson attribution and how using equity risk models can help you understand your drivers of portfolio risk and return.

A new Qontigo whitepaper analyzes the risk characteristics and factor exposures of the STOXX Willis Towers Watson Climate Transition Indices (CTIs). The study helps investors understand the implications of a portfolio that is aligned with the goals of the Paris Agreement and that manages the risks and opportunities from moving to a low-carbon economy.

The STOXX WTW Climate Transition Indices are a new approach to managing climate risk that offer investors a systematic and transparent way to incorporate climate transition risk into their investment decisions.

Treasury curve steepens as Fed discounts ‘jumbo’ hike; Stagflation fears weigh on pound; Continued stock-bond sell-off offsets lower equity and FX volatility

Tech stocks drive down the US market; UK remains among relative equity-market winners despite grim economic outlook; US dollar nears a 20-year high.

The recovery in sentiment that began in March and peaked during the last week of April is showing signs of weakening. Sentiment in five of the seven markets we track is now back in negative territory, with investors in the US ending the week bearish.

The Index Industry Association (IIA) provides education and advocacy on behalf of independent index providers worldwide, CEO Rick Redding explains to Qontigo’s blog. With the transformation of the role and shape of indices in full swing, he sees huge possibilities for the industry and for investors ahead – as well as key challenges.

The STOXX Global 1800 index fell 8.2% in dollars last month, taking its retreat in 2022 to 13.2%. US technology shares slumped 12.9% in month, the worst showing since November 2008.