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Financial Times
Featured: FT
On Tuesday, the Financial Times considered the possibility that an increase in financial system liquidity might explain November’s rally. Here at Quant Insight we published a piece arguing that we were barking up the wrong tree. It was bluntly titled “US equity rally — it’s not liquidity”. Read the article.
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Read the full FT article here
Bnn Bloomberg
Featured: BNN Bloomberg
Using Science, Not Opinion.
Huw Roberts explains how Quant Insight AI can inform your portfolio asset allocation and enhance building better portfolios.
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Featured: Barron's
“Market participants expect one more rate hike from the Fed if inflation drops more than expected,” noted Huw Roberts, head of analytics at Quant Insight
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Featured: Yahoo! Finance
The S&P 500 is now in a bull market. Huw Roberts, Quant Insight's Head of Analytics tells Yahoo Finance Live why he thinks the recent market price action "screams melt-up."
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Featured: CNN Business
Huw Roberts, head of analytics at Quant Insight, noted that while LVMH cited softer luxury demand trends in the United States and Europe during its April earnings call, the company — along with rival brands like Richemont and Hermes — have been among the strongest performers year-to-date in Europe, up around 25% compared to the broader index up 9%. Roberts said that makes it one of the most expensive “growth” segments in Europe.
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Featured: Bloomberg
‘Trump Wins Big’ Lessons for Smarter EM Investing.
It will take nerve, but the opportunities are ripe for stockpickers in emerging markets instead of blind indexing.
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Featured: Reuters
"Market is still priced for an aggressive rate hike from the ECB (at the next meeting) and if you look at pretty much all comments coming from the ECB Governing Council, and from the Fed, the main message still seems to be inflation is the number one priority," said Huw Roberts, director of analytics at Quant Insight.
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Kitco News
Featured: KITCO News
Gold remains undervalued as markets continue to price in a pivot in second half of 2023 - Quant Insight
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In an interview with Kitco News, Huw Roberts, head of analytics at Quant Insight, said that according to his company's research, the precious metal has entered a macro regime and has broken below its fair value levels.

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Featured: Yahoo! Finance
Stock market volatility: ‘Having a plan B is no bad thing,’ analyst says
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Quant Insight Head of Analytics Huw Roberts joins Yahoo Finance Live to discuss stock market volatility and the QI index that serves as an alternative to the VIX

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Featured: TDAmeritrade
Discussing Peak Inflation And When The Fed Could Pivot From Its Rate Hike Plan.

There are a few legs to the financial conditions stool. Get the insight:
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