24.03.2022
Featured: Seeking Alpha
Wall Street Breakfast: Gas Tax Holiday. Huw Roberts features in the seeking Alpha analysis
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22.03.2022
Featured: WSJ
“The message that came out of the [Fed] meeting last week is that they are going to be tightening [monetary policy] but the U.S. economy is resilient enough to withstand that,” said Huw Roberts, head of analytics at Quant Insight, a data analytics firm.
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21.03.2022
Featured: Yahoo! Finance
Discussing the impact of Fed Chair Powells comments on the stock market.
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16.03.2022
Featured: WSJ
Mahmood Noorani of Quant Insight, thinks we may be heading for a new “debt regime” where prices in other markets are sensitive to small moves in junk bonds.
“We’re in an incredibly indebted world, so maybe that’s why credit sensitivity is so high,” he says in the Wall Street Journal.
“We’re in an incredibly indebted world, so maybe that’s why credit sensitivity is so high,” he says in the Wall Street Journal.
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09.03.2022
Featured: Reuters
Markets stagger as Russian sanctions intensify.
"The rush for dollars has been a major contributor to the greenback’s advance against the euro over the last two weeks", according to Huw Roberts, head of analytics at Quant Insight
"The rush for dollars has been a major contributor to the greenback’s advance against the euro over the last two weeks", according to Huw Roberts, head of analytics at Quant Insight
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06.03.2022
Featured: Wall Street Journal
Escalating conflict between Russia and Ukraine has sent investors dashing to safer assets, propelling the dollar to its highest level since the coronavirus-induced volatility of two years ago.
Huw Roberts talks to the WSJ.
Huw Roberts talks to the WSJ.
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18.02.2022
Featured: Reuters
Huw Roberts of Quant Insight talks about the macro environment and impact on assets during the Russia/Ukraine tensions.
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16.02.2022
Featured: Bloomberg
Huw Roberts, Director of Research and Sales at Quant Insight, talks about fixed income and gives his economic outlook for 2022.
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07.02.2022
Featured: Omegapoint
Over the last couple weeks, we’ve been profiling the growth vs value rotation and the macroeconomic factors driving the current market environment. Though the worst of the recent market sell-off may have passed, it’s clear that 2022 has brought a new regime which requires investors to be creative in sourcing ideas that align with their investment mandate, while allowing for opportunities to take advantage of this macro-fuelled market rotation.
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05.01.2022
Featured: MarketWatch
The Dow Jones Industrial Average ended at a fresh peak Tuesday, scoring back-to-back record closes in the first week of 2022, even as the broader market fell under pressure amid newfound selling in government debt that was driving long-term yields higher and interest-rate-sensitive tech shares lower.
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24.03.2022
Featured: Seeking Alpha
Wall Street Breakfast: Gas Tax Holiday. Huw Roberts features in the seeking Alpha analysis
See more
22.03.2022
Featured: WSJ
“The message that came out of the [Fed] meeting last week is that they are going to be tightening [monetary policy] but the U.S. economy is resilient enough to withstand that,” said Huw Roberts, head of analytics at Quant Insight, a data analytics firm.
See more
21.03.2022
Featured: Yahoo! Finance
Discussing the impact of Fed Chair Powells comments on the stock market.
See more
16.03.2022
Featured: WSJ
Mahmood Noorani of Quant Insight, thinks we may be heading for a new “debt regime” where prices in other markets are sensitive to small moves in junk bonds.
“We’re in an incredibly indebted world, so maybe that’s why credit sensitivity is so high,” he says in the Wall Street Journal.
“We’re in an incredibly indebted world, so maybe that’s why credit sensitivity is so high,” he says in the Wall Street Journal.
See more
09.03.2022
Featured: Reuters
Markets stagger as Russian sanctions intensify.
"The rush for dollars has been a major contributor to the greenback’s advance against the euro over the last two weeks", according to Huw Roberts, head of analytics at Quant Insight
"The rush for dollars has been a major contributor to the greenback’s advance against the euro over the last two weeks", according to Huw Roberts, head of analytics at Quant Insight
See more
06.03.2022
Featured: Wall Street Journal
Escalating conflict between Russia and Ukraine has sent investors dashing to safer assets, propelling the dollar to its highest level since the coronavirus-induced volatility of two years ago.
Huw Roberts talks to the WSJ.
Huw Roberts talks to the WSJ.
See more
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.
Read the article
Read the article
18.02.2022
Featured: Reuters
Huw Roberts of Quant Insight talks about the macro environment and impact on assets during the Russia/Ukraine tensions.
See more
16.02.2022
Featured: Bloomberg
Huw Roberts, Director of Research and Sales at Quant Insight, talks about fixed income and gives his economic outlook for 2022.
See more
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
Hosted by Paul Sweeney and Matt Miller.
Listen to the podcast
07.02.2022
Featured: Omegapoint
Over the last couple weeks, we’ve been profiling the growth vs value rotation and the macroeconomic factors driving the current market environment. Though the worst of the recent market sell-off may have passed, it’s clear that 2022 has brought a new regime which requires investors to be creative in sourcing ideas that align with their investment mandate, while allowing for opportunities to take advantage of this macro-fuelled market rotation.
See more
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.....
Read the article
Read the article
05.01.2022
Featured: MarketWatch
The Dow Jones Industrial Average ended at a fresh peak Tuesday, scoring back-to-back record closes in the first week of 2022, even as the broader market fell under pressure amid newfound selling in government debt that was driving long-term yields higher and interest-rate-sensitive tech shares lower.
See more
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.
Read the full article here
Read the full article here