Lenses

Impact investing, a strategy that marries financial returns with positive societal and environmental impacts, has been facing headwinds in the public markets over the past 12-24 months. Yet, several areas of impact investing have continued to demonstrate strong alpha.

This week we explore the market’s rebound following favorable economic and financial news.

Join us this week as we dig into the recent market downturn and investors’ deeper reactions to economic forecasting.

Join us this week as we delve into the thriving bull market and the current uncertainty surrounding the Fed's upcoming rate hike decisions.

This week's Factor Spotlight navigates the seemingly paradoxical landscape of 'risk-on' markets amidst economic ambiguity. Despite the surge in US jobless claims prompting a potential skip in the Fed's rate hike, markets have witnessed a surprising shift from growth to value. As volatility and factor risks dominate the investment landscape, we dissect the performance of the 'Extreme Movers' portfolios and the shifting sector exposures both in the US and international contexts.

This week we explore the market’s reaction to a Debt Ceiling resolution and an optimistic economic outlook. A robust performance from large-cap tech in the US, leading to a 'Very Volatile' week as per our 'Extreme Movers' portfolio. International markets exhibited a calmer yet 'Volatile' response, marking the second 'Factor-Driven' week.

The deadline for renegotiating the US debt ceiling is only days away. While optimism around a resolution is still high, it's vitally important for investors to understand their exposures to various outcomes, even the unlikely default. In this video, we'll show you how to utilize Omega Point's Dynamic Predicted Beta functionality to measure the sensitivity of your portfolio and individual stocks to the array of potential market reactions.

In this week’s Factor Spotlight analysis, we explore a risk-on market amidst continued macroeconomic uncertainty in the US.

This is the first week since October of 2008 that the US Extreme Movers portfolio has pointed to this level of alpha-driven volatility in the market which is great news for fundamental stock-pickers.

In this week’s Factor Spotlight analysis, we navigate the complexities of interest rates, inflation, and the shaky grounds of a vulnerable regional banking sector.