News & Research

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?

Investors flocked to US Utilities, a defensive sector that could help immunize portfolios against volatility caused by the growing coronavirus outbreak.

In our latest paper “Minimum Variance: A Leg Up on Geopolitical Risk?”, we examined the impact of recent market risk events on a range of STOXX® minimum-variance indices vis-à-vis their corresponding global and regional broad benchmarks.

The belief that markets react to news in a causal fashion is not only the way we think about investing, it’s also one of the things that captivates us about it, i.e., the notion that we can succeed as investors through careful research and logical thought.

The Russell 1000 fell more than 5% from July 31 to August 5, and many other indices around the world were down by a similar order of magnitude.