27.07.2022
Featured: TD Ameritrade
Macro Economic Outlook: META Cheap & AMZN Resilient
"Meta Platforms (META) stock price is cheap relative to the macro environment. Google, Microsoft, Netflix, and Apple are all behaving as you would expect them to. Amazon (AMZN) is the outlier on the other end and looks resilient relative to the macro environment," says Huw Roberts. Roberts weighs in on what growth drivers look for with big tech stocks and their earnings.
"Meta Platforms (META) stock price is cheap relative to the macro environment. Google, Microsoft, Netflix, and Apple are all behaving as you would expect them to. Amazon (AMZN) is the outlier on the other end and looks resilient relative to the macro environment," says Huw Roberts. Roberts weighs in on what growth drivers look for with big tech stocks and their earnings.
See more
27.07.2022
Featured: Yahoo! Finance
What growth drivers look for with big tech stocks and their earnings?
"Meta Platforms (META) stock price is cheap relative to the macro environment. Google, Microsoft, Netflix, and Apple are all behaving as you would expect them to. Amazon (AMZN) is the outlier on the other end and looks resilient relative to the macro environment," says Huw Roberts of Quant Insight.
"Meta Platforms (META) stock price is cheap relative to the macro environment. Google, Microsoft, Netflix, and Apple are all behaving as you would expect them to. Amazon (AMZN) is the outlier on the other end and looks resilient relative to the macro environment," says Huw Roberts of Quant Insight.
See more
09.07.2022
Featured: TDAmeritrade
It's been a bumpy first half of the year but is something longer term behind the bounce at the end of last week/start of this week? Huw Roberts explains if this is a bear market squeeze or if this is a bottom before a turn. He also has the good news/bad news for the second half of the year.
See more
16.06.2022
Featured: EPFR Podcast
The EPFR Exchange Podcast
Nowcasting: EPFR invites Quant Insight to talk key models and the ECB
Nowcasting: EPFR invites Quant Insight to talk key models and the ECB
See more
09.06.2022
Featured: Business Insider
"The noise around Chinese tech continues to grow. There are increasing hopes that the regulatory onslaught is ending and instead the focus will shift to technology as an engine for economic growth," Huw Roberts, head of analytics at Quant Insight
See more
24.05.2022
Featured: CNN Business
Mahmood Noorani, co-founder and CEO at Quant Insight, talks to CNN Business "..many financial stocks were oversold and had become cheap."The Financial Select Sector SPDR ETF (XLF), which owns most of the top banks, surged more than 3% Monday
But Noorani added that the broader market may not rebound for good until there is "more visibility" about how fast the Fed is going to raise rates and when the hiking cycle will end.
Read the article
But Noorani added that the broader market may not rebound for good until there is "more visibility" about how fast the Fed is going to raise rates and when the hiking cycle will end.
Read the article
See more
24.05.2022
Featured: Yahoo! Finance
Quant Insight CEO Mahmood Noorani joins Yahoo Finance Live to talk about recent market volatility , outlook on techstocks , the Fed interest rate hikes, and positioning against Fed risks.
Watch now
Watch now
See more
10.05.2022
Featured: auzbiz Media
Is gold undervalued?
Head of Analytics; Huw Roberts talks to ausbiz and discusses the data from a quantitative macro perspective.
Head of Analytics; Huw Roberts talks to ausbiz and discusses the data from a quantitative macro perspective.
See more
06.05.2022
Featured: FT Alphaville
Buckle Up!!!
"By the end of Wednesday, Powell’s “dovish hike” had sent both the dollar and bond yields lower, equities higher and tightened credit spreads, essentially easing financial conditions", said Huw Roberts, head of analytics at Quant Insight.
"By the end of Wednesday, Powell’s “dovish hike” had sent both the dollar and bond yields lower, equities higher and tightened credit spreads, essentially easing financial conditions", said Huw Roberts, head of analytics at Quant Insight.
See more
05.05.2022
Featured: Yahoo! Finance
Huw Roberts, Head of Analytics at Quant Insight to Yahoo Finance: Our quantitative macro models at the moment show that energy has actually, somewhat bizarrely, become a little bit more of a defensive play,.
It's actually one of the few sectors that's comfortable with wider credit spreads.
It's actually one of the few sectors that's comfortable with wider credit spreads.
See more
27.07.2022
Featured: TD Ameritrade
Macro Economic Outlook: META Cheap & AMZN Resilient
"Meta Platforms (META) stock price is cheap relative to the macro environment. Google, Microsoft, Netflix, and Apple are all behaving as you would expect them to. Amazon (AMZN) is the outlier on the other end and looks resilient relative to the macro environment," says Huw Roberts. Roberts weighs in on what growth drivers look for with big tech stocks and their earnings.
"Meta Platforms (META) stock price is cheap relative to the macro environment. Google, Microsoft, Netflix, and Apple are all behaving as you would expect them to. Amazon (AMZN) is the outlier on the other end and looks resilient relative to the macro environment," says Huw Roberts. Roberts weighs in on what growth drivers look for with big tech stocks and their earnings.
See more
27.07.2022
Featured: Yahoo! Finance
What growth drivers look for with big tech stocks and their earnings?
"Meta Platforms (META) stock price is cheap relative to the macro environment. Google, Microsoft, Netflix, and Apple are all behaving as you would expect them to. Amazon (AMZN) is the outlier on the other end and looks resilient relative to the macro environment," says Huw Roberts of Quant Insight.
"Meta Platforms (META) stock price is cheap relative to the macro environment. Google, Microsoft, Netflix, and Apple are all behaving as you would expect them to. Amazon (AMZN) is the outlier on the other end and looks resilient relative to the macro environment," says Huw Roberts of Quant Insight.
See more
09.07.2022
Featured: TDAmeritrade
It's been a bumpy first half of the year but is something longer term behind the bounce at the end of last week/start of this week? Huw Roberts explains if this is a bear market squeeze or if this is a bottom before a turn. He also has the good news/bad news for the second half of the year.
See more
16.06.2022
Featured: EPFR Podcast
The EPFR Exchange Podcast
Nowcasting: EPFR invites Quant Insight to talk key models and the ECB
Nowcasting: EPFR invites Quant Insight to talk key models and the ECB
See more
For this monthly Nowcasting episode, EPFR is joined by Quant Insight which builds models that provide quantitative frameworks relying on mathematical techniques. EPFR Director of Research Cameron Brandt and Quant Insight Director of Analytics Huw Roberts discuss the European Central Bank (ECB) turning hawkish and the effect of potential rate hikes in the upcoming weeks/months. Huw provides insight through Qi's key models like the FTSE MIB, BTP-BUN and Eurostoxx 600. More discussion on Brexit, energy and oil.
Listen now
Listen now
09.06.2022
Featured: Business Insider
"The noise around Chinese tech continues to grow. There are increasing hopes that the regulatory onslaught is ending and instead the focus will shift to technology as an engine for economic growth," Huw Roberts, head of analytics at Quant Insight
See more
24.05.2022
Featured: CNN Business
Mahmood Noorani, co-founder and CEO at Quant Insight, talks to CNN Business "..many financial stocks were oversold and had become cheap."The Financial Select Sector SPDR ETF (XLF), which owns most of the top banks, surged more than 3% Monday
But Noorani added that the broader market may not rebound for good until there is "more visibility" about how fast the Fed is going to raise rates and when the hiking cycle will end.
Read the article
But Noorani added that the broader market may not rebound for good until there is "more visibility" about how fast the Fed is going to raise rates and when the hiking cycle will end.
Read the article
See more
24.05.2022
Featured: Yahoo! Finance
Quant Insight CEO Mahmood Noorani joins Yahoo Finance Live to talk about recent market volatility , outlook on techstocks , the Fed interest rate hikes, and positioning against Fed risks.
Watch now
Watch now
See more
10.05.2022
Featured: auzbiz Media
Is gold undervalued?
Head of Analytics; Huw Roberts talks to ausbiz and discusses the data from a quantitative macro perspective.
Head of Analytics; Huw Roberts talks to ausbiz and discusses the data from a quantitative macro perspective.
See more
06.05.2022
Featured: FT Alphaville
Buckle Up!!!
"By the end of Wednesday, Powell’s “dovish hike” had sent both the dollar and bond yields lower, equities higher and tightened credit spreads, essentially easing financial conditions", said Huw Roberts, head of analytics at Quant Insight.
"By the end of Wednesday, Powell’s “dovish hike” had sent both the dollar and bond yields lower, equities higher and tightened credit spreads, essentially easing financial conditions", said Huw Roberts, head of analytics at Quant Insight.
See more
05.05.2022
Featured: Yahoo! Finance
Huw Roberts, Head of Analytics at Quant Insight to Yahoo Finance: Our quantitative macro models at the moment show that energy has actually, somewhat bizarrely, become a little bit more of a defensive play,.
It's actually one of the few sectors that's comfortable with wider credit spreads.
It's actually one of the few sectors that's comfortable with wider credit spreads.
See more