Insights
Proprietary market data and analysis
Quant Insights

Quants Corner – A clearer view over the hedge
Historically, it has been hard to extract signals from aggregated hedge fund data that can (a) be integrated into existing investment processes or...

Out with the old, in with the other
In the financial world, the search for the ‘new normal’ started in the aftermath the great financial crisis as central banks unleashed unprecedented...

Quants Corner – To rotate or not rotate, that is the question
As vaccination numbers around the world creep up, US consumers find themselves awash in cheap credit – and, in some cases, ‘helicopter money’ – and...
Economist Insights

Growth on the back burner in late July
Two major central bank interest rate decisions, more earnings reports from ‘Magnificent Seven’ companies and a spike in the violence wracking the...

The future? Profitable, but not so green
US politics, Chinese economic policy making and mixed second quarter corporate earnings moved asset markets in multiple directions going into the...

Fund flows prove resilient as noise levels rise
During WWII, civilians were constantly reminded that “loose lips sink ships.” In early 3Q24, it appeared that loose lips can also sink chips as...
Multimedia

Weekly fund flows highlights – 8th May 2023
How did markets react to the interest rate hikes from both the US Federal Reserve and the European Central Bank? In a week where nonfarm payrolls in...

Weekly fund flows highlights – 1st May 2023
Market news this week are dominated by rumors of another possible interest rate rise from both the US Federal Reserve and the European Central Bank,...

Weekly fund flows highlights – 24th April 2023
Latest EPFR fund flow data reports outflows for equity funds and money market funds, and inflows towards bond funds, and China and India equity...
Papers
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