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News & Research
Most Recent News & Research
Analytics | Portfolio Risk Management
Don’t see AI as transformative as internet was 20 years ago: Market researcher
Melissa Brown, global head of applied research at Qontigo, joins BNN Bloomberg to discuss her views on the market]. Brown says there is high volatility in the technology sector and adds it remains expensive. Furthermore, Brown adds that moving into cash or shorter term bonds might justifiable given high valuations.
Olivier d’Assier, Head of Applied Research of APAC at Qontigo tells Nitin Dialdas that the Japanese and Indian markets are the beneficiaries of the ongoing deglobalisation. Nick Marro, Lead for Global Trade & Analyst of Asia and Access China at The Economist Intelligence Unit, says deglobalisation is an adjustment rather than a retreat from the investor point of view.
Analytics | Portfolio Risk Management
The next phase of the Fed’s historic inflation fight is waiting for rate cuts
“If consumers are still spending, that is good for the economy, but it does suggest that the Fed will continue on its tightening course, which ultimately may not be good for equity markets,” said Melissa Brown, global head of applied research at Qontigo. “On the other hand, if the consumer isn’t spending enough in the view of the market, that could also be a signal that this recession that the yield curve has been forecasting for a year now may be closer than we think.”
Analytics | Portfolio Risk Management
Why Treasury yields keep rising, causing pain for stock-market investors
“One could say that Treasury yields are simply returning to their natural equilibrium,” said Christoph Schon, the U.K.-based senior principal of applied research at Qontigo, a financial analytics and index provider. A nominal 10-year yield of 4.3% “seems appropriate” when considering current inflation expectations and where Treasury rates have historically traded.
Analytics | Portfolio Risk Management
Retail earnings: Investors selling on the news, strategist says
This quarter, it seems that even when a company’s quarterly earnings report beats analyst expectations, its stock still trades lower. Qontigo Managing Director of Applied Research Melissa Brown says investors seem to have “bought on the rumor and are now selling on the news.”
Melissa Brown, Managing Director of Applied Research at Qontigo, says that “one thing that stands out” this quarter is that shares of companies with strong profit margins are doing better than their less profitable counterparts – which is the reverse of what occurred last quarter.
In a recent Reuters Markets Now interview, Melissa Brown, Global Head of Applied Research, shares this could be attributed to investors’ lack of concern over losses, or that investors aren’t sure what to do because of so much uncertainty in the market.
Melissa Brown, Managing Director of Applied Research at Qontigo, offers her thoughts on why several companies this earnings season saw their shares drop shortly after delivering strong quarterly results.
Olivier d’Assier, head of APAC applied research at Qontigo, discusses what’s driving Japan’s recent market rally and the timing of a possible Bank of Japan intervention on the yen. He speaks with Bloomberg’s Paul Allen and Shery Ahn on “Bloomberg Daybreak: Asia.”
Analytics | Portfolio Risk Management
Inflation could rebound later this year. And that might be a good thing.
“I think it’s actually better off if we see some inflation,” according to Melissa Brown, global head of applied research at Qontigo. “Given the economic numbers and the employment numbers, I think to see inflation really come down, it probably is going to suggest a recession.”
Melissa Brown, Managing Director of Applied Research at Qontigo, explains why both bull and bear market cases for equities remain viable.
Melissa Brown, Global Head of Applied Research at Qontigo, says that June’s annual inflation rate of 3% – reflecting the slowest rise in more than two years – benefitted from a favorable comparison to June of 2022, which saw a “huge increase in prices” and was therefore an “easier year-over-year comparison.”