Analytics

Investor sentiment declined across all markets we track last week, ending bearish in the US, global developed markets and Europe.

“Increasing regulatory requirements has meant that validation and backtesting are even more critical to the investment process. The judges were most impressed with Qontigo’s Axioma Risk platform, which is supported by cloud-based technology and an API-first design and interactivity to continue meeting the needs of financial institutions,” said Wei-Shen Wong, Asia Editor of WatersTechnology.

Direct Indexing has exploded in popularity and more financial advisors are incorporating it into client portfolios than ever before. Increased adoption, advances in technology and appreciation for the tax benefits of Direct Indexing will likely continue to accelerate its rapid growth. How will this impact the advisors’ perception and use of ETFs going forward? Qontigo’s Rob Reina, and other expert panelists addressed the pros and cons of each when constructing portfolios for your clients and offer in-depth analysis on their most appropriate applications.

Historically, bear markets have been rare. Since 1982 there have been five drawdowns of 20% or more (the ‘official’ bear market definition), including the current one, with a cycle of seven to 13 years in between each one. The present case is unusual, as it has only been two years since the last one.

Fed recession warning weighs on bond yields; Dollar stalls over lower interest-rate and economic growth expectations; Lower equity volatility partly reverses spike in portfolio risk.

Global Value’s winning streak rolls on; Asset diversification continues to plunge; Investors flock to US dollar’s safety.

Sentiment declined sharply last week, becoming negative in Asia ex-Japan, Japan and developed Europe, with the latter ending bearish for the first time since early April. We continue to see a divergence of sentiment between developed- and emerging-market investors, with the former remaining bearish and the latter increasingly bullish.

ECB emergency meeting supports peripheral Eurozone debt; Swiss franc takes off after surprise rate hike; Cross-asset sell-off squeezes diversification opportunities.

Sentiment remained negative in the US and developed Europe last week, and bearish in global developed markets. Hopes for further monetary and fiscal stimulus out of China managed to keep sentiment positive in Asia ex-Japan, global emerging markets and China, for the time being.

Volatility and correlations jump as global markets fall; Country and currency risk continue to march up; China bucks the trend.

Eurozone yields soar as ECB raises forward guidance; Yen tumbles over BoJ divergence; Cross-asset co-movement partly offsets lower stock volatility.

Drop in US Consumer Discretionary points to bearish sentiment; Factors drive a brief pause in the steady upward march of US volatility; Japan’s YTD return turns positive.