News & Research

Sustainability has moved from a tangential consideration to a crucial criterion in portfolio construction. A line-up of experts told this year’s Qontigo Investment Intelligence Summit how this evolution is re-shaping the entire investment landscape.

The recent Industry Classification Benchmark (ICB) revamp has introduced slight risk-profile adjustments at a portfolio’s sector level. A new Qontigo study unveils the extent of the changes.

Melissa Brown discusses the STOXX® Europe 600 Paris-Aligned Benchmark Index, and the strategy driving a higher return and lower volatility than its benchmark.

The countdown to Britain’s yet-unmanaged departure from the European Union is causing anxiety across the country – with the stock market appearing as one noticeable exception. 

Last August, Credit Suisse Asset Management (Switzerland) Ltd. launched the first index fund tracking the EURO STOXX® Multi Premia Index, a multi-factor strategy based on cutting-edge research. 

Global stocks wrapped up their best calendar quarter in over eight years in March, as the Federal Reserve halted its interest-rate increases, and expectations strengthened for a trade truce between the US and China.

The growing popularity of smart-beta products has fueled the debate around whether their advantages and potential performance can prevail across different market environments. 

Equal-weight index strategies have gained in popularity and capital flows in recent years as a way for investors to diversify risk at the stock level.

Bank of America Merrill Lynch is among brokers saying the euro will likely recoup its losses against the dollar in 2019,1 as the Federal Reserve slows down the pace of tightening and the European Central Bank (ECB) gradually removes monetary support.

When it comes to evaluating the success of equity portfolios or constructing a traditional passive investment strategy, the go-to instrument has usually been the market capitalization-weighted index.

The first edition of Morningstar’s European Active/Passive Barometer shows the extent to which active managers in the region have underperformed their passive peers in recent years, suggesting the active-management industry must contend not only with high costs but with poor returns too. 

Factor investing has gained enormous traction in recent years as a transparent and low-cost way to exploit widely-acknowledged sources of market-excess returns, so-called risk premia.