News & Research

This paper focuses on creating SDG portfolios that maximize exposure to one, two or all SDGs. The study shows that it is quite possible to create a portfolio that significantly improves the exposure to SDGs without taking on too much active risk. An optimizer can help manage that active risk.

Another tech bubble may be about to burst, triggering a US recession. There are multiple similarities between the current tech bubble and the dot-com bubble. This time, however, the Fed cannot leverage interest-rate cuts to put the brakes on a market decline, due to the current record-high inflation combined with low interest rates.

Christoph Schon, Senior Principal of Applied Research at Qontigo, discusses the outlook for the treasury market in 2022.

Qontigo Managing Director of Applied Research Melissa Brown and Wells Fargo Investment Institute Global Equity Strategist Scott Wren discuss the stock market as it closes on Friday, January 28.

Investor sentiment in 2021 can be summed-up in one word: “concerned”. Generally speaking, investors know there are only a handful of events that can spark a turning point in a market cycle — and in 2021 most expected tapering to be one of them.

Qontigo announced today the appointment of Mohan Verma as Senior Managing Director, Global Head of Business Development.

This whitepaper evaluates two thematic investment strategies – STOXX® Global Ageing Population (“Ageing Population”) and STOXX® Global Millennials (“Millennials”) – which seek exposure to these two distinct generations.

In this paper we analyzed four tech-oriented thematic indices’ performance and risk through a factor lens leveraging Axioma’s Worldwide Fundamental Factor Model, and also compared their characteristics to the broad market indices.

While FAANGs have long basked in the investment spotlight, the digital transformation accelerated by the coronavirus crisis has dramatically amplified the market influence of these tech giants in the US.

Equity markets have mostly recouped the losses of the downturn that started in February of this year, but at different rates.

LIBOR is going. The FCA will no longer have, and is not seeking, commitment from the banks on the LIBOR panels to make submissions past the end of 2021.

Apple. Amazon. Microsoft. Alphabet. It’s no secret that tech stocks are driving markets higher and have been important contributors to portfolio returns. But what about their impact on value-based strategies?