News & Research

Dovish Fed comments depress Treasury yields: Lower rates weigh on dollar: Back-to-back monthly equity gains reduce portfolio risk further.

The STOXX® Global 1800 index rose for a second straight month in November as investors raised expectations that higher interest rates are helping temper inflation.

Revenue-based thematic indices allow investors to target the companies benefitting from disruptive and structural economic trends. But how can investors access the earlier stages of those trends, and harness the upside of higher growth rates?

Investor sentiment continued to recover last week in all markets we follow, except China and Asia ex-Japan, where investors remained bearish.

The STOXX Global 1800 index added 7.1% in dollars last month, matching its performance in October. The benchmark has still lost 14.5% in 2022, poised for its worst year since 2008.

December 1, 2022 – Qontigo has announced the new composition of the STOXX Europe 600 Index

Markets are currently moved by signs of an easing of China’s strict covid-zero policy, as well as the next moves by the US Fed – with which Chair Jerome Powell signalled a smaller interest hike for this month. How did markets perform in November? And what can we expect this month as we head to the end of the year? On Money in the Market, finance producer Hongbin Jeong speaks to Olivier d’Assier, Head of Applied Research, APAC, Qontigo to find out more.

The Sustainable Development Investments Asset Owner Platform (SDI AOP) and Qontigo, its exclusive distribution partner, have announced the launch of the SDI Innovation Outlook. The new dataset provides forward looking information, by analyzing the alignment of companies’ patent portfolios with the United Nations Sustainable Development Goals.

European stocks rally despite yield curve inversion; Dovish Fed minutes depress dollar; Ongoing stock-market recovery reduces portfolio risk, but diversification remains limited

Qontigo Head of APAC Applied Research, Olivier d’Assier, discusses investor sentiment and his latest market outlook with Yousef Gamal El-Din on “Bloomberg Daybreak Middle East.”

US stock prices and risk both rise, defying their typical inverse relationship; Developed Market currency risk has surged in November; Magnitude of Emerging Markets and Developed Asia ex-Japan style factor returns is higher than expected.

Investor sentiment was little changed last week, remaining negative in the US, global developed and global emerging markets; becoming slightly more positive in Europe and Japan; turning bearish in Asia ex-Japan; and staying bearish in China.