News & Research

In this paper, we explore the rationale and methodology behind the construction of the index. We start by explaining the concept of megatrends and how they can be captured through thematic indexing, using a multifaceted approach. We look as well at the index performance before concluding with an outlook on the opportunities for the Metaverse in the years to come.

Dollar falls to 7-month low as decelerating consumer prices take pressure off Fed; Easing inflation and rate expectations boost UK shares and bonds alike; Rising cross-asset correlations severely limit diversification opportunities.

Qontigo has introduced the STOXX® World indices, a modular suite that allows investors to flexibly build portfolios covering a broad and liquid universe of markets.

The recovery in sentiment among US investors that begun in November, 2022, has now stalled, ending neutral for the third week in a row.

Markets recovered in Q4, and volatility fell for many, but predicted volatility ended the year in the top 15% of observations from the past 40 years in the US.

The Sustainable Development Investments Asset Owner Platform (SDI AOP) helps investors assess companies’ contributions to sustainability themes using the UN Sustainable Development Goals. The asset owner-led effort provides a robust SDG-alignment framework and data, and is already used worldwide by investors for implementation and tracking of sustainability strategies, and engagement with multiple stakeholders.

The Dow racked up gains Wednesday, as investors increased bullish bets on stocks on optimism that data due Thursday will show a further slowdown in inflation. “Earnings expectations have come down already… that probably means there’s less of a chance of negative surprises,” Melissa Brown, Managing Director of Applied Research at Qontigo, told Investing.com’s Yasin Ebrahim on Wednesday.

Europe reports best start of the year; Asset-asset correlations plummet in Emerging Markets; Russia and Brazil’s risks converge.

At an IPE webinar last month, experts from WTW and Qontigo explained how the STOXX Willis Towers Watson Climate Transition Indices (CTIs) can help investors manage climate transition risk on a forward-looking basis. The audience also heard how this can be achieved without increasing a portfolio’s overall risk.

Eurozone inflation drop spurs stocks and bonds alike; Dollar strengthens as Fed minutes put water on rate-cut hopes; Falling equity volatility further reduces portfolio risk.

Sentiment ended the holiday-shortened first week of 2023 virtually unchanged from the previous week, with investors remaining neutral in every market we track except for global emerging-markets investors, who ended bullish, and European investors, who are becoming increasingly negative.

The ROOF portfolios use the sector ROOF Scores to construct sentiment-tracking portfolios designed to capture the returns from the implementation of a bullish or bearish strategy. For the second year in a row, constructing portfolios aligned with the overall negative sentiment in the market generated significant outperformance relative to ‘holding’ the benchmark portfolio or adopting a contrarian bullish strategy.