News & Research

The mood of investors in Q3 2021 was decidedly undecided—and increasingly skeptical. Questions about the strength of the economic recovery, persistent inflationary pressures, the world’s ability to overcome the pandemic, and the timing of any tapering efforts by major central banks kept sentiment on the negative side of the neutral zone.

We posted a blog in May 2018 specifically for asset managers who were still trying to integrate legacy technology into their investment ecosystem. Three years later, APIs are a must across the financial industry but not all APIs are created the same. We’ve updated this blog to include what it means to be API-first.

The votes from Germany’s federal election have been counted, but the result was far from decisive. We may be weeks, or even months, away from knowing who will succeed Angela Merkel as the next chancellor.

In our latest whitepaper, Inflation and Its Impact on the Stock-Bond Correlation, we examined the historical interaction of equity and bond-market returns over the last 60 years to identify the main triggers of shifts in their relative directions—especially situations that might prompt the two asset classes to persistently move together. We identified three possible scenarios.

Investors and companies increasingly want to contribute to the UN Sustainable Development Goals through their business activities. But the lack of quality data needed to measure and identify company contributions remains a challenge. But now there’s a solution – some of the world’s largest asset owners have established the Sustainable Development Investments Asset Owner Platform, or SDI AOP.

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

We work closely with Omega Point – a provider of advanced portfolio intelligence solutions – to help fundamental managers make winning investment decisions

Last year, 2020, the uncertainty caused by the COVID-19 pandemic was replaced by the certainty of monetary and fiscal stimulus, the somewhat messy but essentially positive US presidential election results, and the clear sector allocation choice between the so-called pandemic profiteers versus the pandemic sufferers. Even the multiple vaccine news in early November pointed the way to a rotation trade with bright neon lights. This made 2020 the year of Go-Big-or-Go-Home. The first half of 2021 has been a very different story.

While the US market has hit multiple record highs in 2021, investor sentiment thus far has been more negative than positive.

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.

As purveyors of risk models, we spend much of our time immersed in the arcana of causes and implications of volatility. But we are often asked why investors should care about volatility (aka risk) and, in particular, if higher volatility drives higher returns, why is low volatility viewed as a positive market characteristic? Below, we illustrate the connection between volatility and investors’ perceptions of potential capital losses, which may color their decision to invest.

The SDI AOP helps investors to imbed the UN SDGs into their investment processes. We asked Claudia Kruse of APG, one of the founding members of the SDI AOP, why and how they use the data within their organization.