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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.”

“Supply chain disruptions from lockdowns (in China) would not only hurt Chinese manufacturers but regional ones as well… The absence of positive news means investors will stay away instead of participating in bargain-hunting,” said Olivier d’Assier, Head of Applied Research, APAC at Qontigo.

Olivier d’Assier, Head of Applied Research, APAC, Qontigo, discusses the latest on the markets. He spoke with host Paul Allen on “Bloomberg Daybreak Asia.”

Melissa Brown, Global Head of Applied Research shared her take on investor sentiment and what’s causing low trading volume on Bloomberg TV.

Olivier d’Assier, Head of APAC Applied Research at Qontigo, discusses his outlook for Asian markets and strategy. He speaks with Haidi Stroud-Watts and Kathleen Hays on “Bloomberg Daybreak: Asia”. (Source: Bloomberg)

The last two years have been among the most eventful in the blue-chip DAX® index’s three-decade life. Qontigo, which manages the German benchmark and its entire family of indices, has since 2020 pursued DAX’s biggest overhaul since its inception. The aim has been to bolster the quality of constituent companies, bring selection criteria in line with international standards and improve representativeness.

“We have a situation now in China where economic growth is already predicted to be lower than what was targeted by the government,” said Olivier d’Assier, Head of Applied Research – APAC at Qontigo.

MELISSA BROWN, GLOBAL HEAD OF APPLIED RESEARCH, QONTIGO, NEW YORK “(The market) does seem to like it so far, not the hike today but maybe the hinting future hikes would be smaller although I would argue that has kind of been the market’s mindset for a few weeks now. So expectations were met they weren’t necessarily exceeded in this latest commentary.”

The market is currently driven by the central banks. According to Christoph Schon, Senior Principal in Applied Research at globally integrated index provider Qontigo, “What we currently see is the tech market being driven by monetary policy and the response of the central banks to inflation and the job market.”

Christoph Schon, Senior Director of Applied Research at Qontigo, said the current correlation between stocks and bonds is really of concern to multi-asset investors. “Stocks and bonds (are) moving in the same direction, which we haven’t really had in a very long time,” said Schon.

Qontigo noted in a research report that as of August, 346B euros were invested in passive ESG ETFs listed across the world. Of that figure, 53% went towards general ESG funds, while 45% of the flows were allocated towards environmental ETFs.

Qontigo Managing Director of Applied Research Melissa Brown joins Yahoo Finance Live to discuss market uncertainty, inflation, volatility, the September CPI print, and the outlook for investors.