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Macro Matters, More Than Ever:
Today’s quant-distorted markets and the extreme, volatile global macro environment are exerting unprecedented pressures on fundamental portfolios. Investors now require better insights into exposure shifts in inflation, real GDP growth, monetary policy, big moves in energy prices, and other related forces as they emerge.

Comprehensive & Actionable:
Seamlessly complementing traditional fundamental processes and workflows, Omega Point empowers the fundamental investor with a fast, robust, and intuitive portfolio decision-making platform that endows users with unprecedented control over their investment ideas, strategies and outcomes.

View the full details in our PDF download

The ICE U.S. Dollar index, which tracks the currency against a basket of others, surged as high as 98.92 this past week, its highest level since May 2020. It finished the week with a 2.1% jump, one of the largest in the past five years.

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Ira Jersey, Chief US interest rate strategist for Bloomberg LP Intelligence, discusses the treasury market and Fed pricing. Kevin Nicholson, CFA, Global Fixed Income co-CIO, co-Head of Investment Committee from RiverFront Investment Group, talks about inflation, the Fed, and gives his market outlook. Andre Menezes, CEO of Next Gen Foods, discusses the alternative meat business and his company’s outlook for 2022.

Hosted by Paul Sweeney and Matt Miller.

Listen to the podcast

To find stocks that will benefit from the current macro environment, we can overlay factors from Quant Insight. Quant Insight notes that three key factors (“FED factors“) that can effectively describe the impact from US central bank action are.....

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Investors are focused on the Federal Reserve and the prospect for rate increases that are expected to begin as early as March. The prospect of rising rates, however, is the largest positive driver for the S&P 500, said Colin Stewart, head of Americas at Quant Insight.

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We had the opportunity to launch powerful and innovative products like RETINA™, Macro Basket offerings, a new Tactical Asset Allocation service and Asset to Asset mapping. We also established partnerships that allow more users globally to extract Signal from Noise using Qi’s macro-based insights, like our partnership
with Symphony the leading markets’ infrastructure and technology platform and our partnership with
Omega Point, a portfolio intelligence tool for fundamental-style managers.
As we move into 2022, Macro continues to dominate across asset classes. The post COVID era has seen enormous shifts in economic growth, inflation, and policy. These are very likely to continue into 2022 as policy unwinds, inflation remains a driver and debt levels come into focus. We are confident that Qi will be even more essential for identifying regimes shift and uncovering hidden risks and opportunities in the new year.

I wish you clarity in everything you do and remember to Look Up™ in 2022.

Mahmood Noorani, CEO and Co-Founder

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