News & Research

Qontigo announced today the appointment of Brian McArthur-Muscroft as Chief Financial Officer. McArthur-Muscroft was formerly CFO of Micro Focus International plc, the British multinational software and information technology company, where he also served as a member of the board of directors since 2018.

While taking risks by not wearing a mask offered zero upside in 2020, taking sentiment-savvy risks with your portfolio delivered bigtime. Using the Qontigo Sector ROOF Scores, we developed a methodology to construct Risk-On and Risk-Off variants of the STOXX USA 500 index portfolio.

Treasury yields surge ahead of expected fiscal stimulus; Regional sovereign bonds diverge on inflation outlook; Increased diversification mutes portfolio risk.

US stocks continue to rally in 2021; Growth keeps outperforming; Brazil—one of the hardest hit emerging markets.

Climate change was at the center of Qontigo’s Investment Intelligence Summit last month, in the week of the fifth anniversary of the Paris Agreement, as investors and supervisors discussed the impact of a changing environment on financial markets.

It is safe to assume that most educated Times-subscribing US investors were rather flummoxed by last week’s storming of the US Capitol by pro-Trump supporters – some seen wearing farm animal headgear about which the less speculation the better.

STOXX Global 1800 Index ends 16.9% higher in 2020 after rising 4.3% in December. Momentum stocks shone throughout the year, while Europe, Value and banking shares were left far behind.

Predicted risk remains high across the board; UK Equities among the biggest losers of 2020; Developed and Emerging Markets risk finish the year at parity.

The STOXX® Global 1800 Index rose 4.3% in dollars in December, cementing a second straight year of double-digit percentage gains, as investors raised expectations that policy support and vaccines will help economies overcome the COVID-19-induced slump.

Sovereign yields rise as optimism increases; Pound surges on last-minute Brexit deal; Portfolio risk drops further, but remains above pre-crisis levels.

Sentiment continued to improve in December on the back of growing optimism surrounding the vaccine news, until the last week of the year where it weakened for US, China, and Global Developed investors, triggering sell signals in those markets.

Deutsche Börse has announced similar requirements for new entrants to the Dax index.