Tag: Style Analytics
Q1 2026 Factor Performance Analysis
Global equities in transition: factor rotation and market weakness
February 2026 Factor Performance Analysis
AI sell-off, mixed factor trends, and Canadian market outperformance
Identifying complementary funds through style differentiation
Fund of Funds construction using Style Analytics®
From challenge to advantage: Rethinking fund positioning for institutional investors
Institutional investors are reshaping how they evaluate and choose funds — demanding greater transparency, evidence-based differentiation, and deeper insights into factor and ESG exposures. However, fund distribution and sales teams still encounter strategic and technical hurdles when positioning their products in this landscape. Identifying genuinely comparable funds, understanding how investors create shortlists, and demonstrating a […]
Why factors matter
How understanding factor exposures helps investors evaluate manager skill, risk alignment, and portfolio performance.
How OTC data gaps are hiding massive risks and blocking fiduciary duties
Over-the-Counter Securities Without Terms = Risk Without Insight. The second post in a multi-part series on Fixed Income Transparency. Read more about the industry’s data double standard.
Stablecoins: Bridging volatility and stability in the digital asset space
What are Stablecoins? Stablecoins are a specialized type of cryptocurrency designed to maintain a stable value by being pegged to a less volatile reference asset, usually a flat currency like the U.S. dollar (USD), short-term treasuries, or even commodities like gold. Unlike traditional cryptocurrencies that often experience dramatic price fluctuations, stablecoins aim to maintain a […]
An independent lens on your Fixed Income portfolio
View your portfolio through an impartial, third-party lens.
Q1 2025 Factor Performance Analysis
Momentum equities kick off 2025 — But sentiment is clearly shifting
A closer look at the defense and aerospace industry
Growing focus on defense sector The defense and aerospace sector is generally more stable than other industries, as it is less affected by economic cycles. It also offers a diversified approach to portfolios while providing exposure to Large-cap companies with stable revenue. These stocks often increase in value due to geopolitical tensions and conflicts. In […]
Beyond borders: Why Canada matters more than ever for investors
Introduction: A timely conversation The global investment landscape is shifting, and Canada is at a critical juncture. With tariffs, political shifts, and economic realignments shaping the market, investors are reassessing Canada’s role in their portfolios. On a recent Confluence-hosted webinar, industry experts gathered to discuss why Canada is more relevant than ever for investors—and how […]
Style Analytics: Product explainer
Industry-leading, visually compelling portfolio insights for the asset management industry.
MAGA Two.0
Although U.S. elections have always been highly significant for both global and national stock markets, the president’s influence on the economy and markets is typically indirect and limited. While changes in the White House create uncertainty in the markets, and uncertainty is generally bearish, changes caused through fiscal policy and economic agendas have a more […]
Japanese equities in the wake of interest rate changes
Surge of volatility triggered by the Bank of Japan's decision to raise rates
What do AI stocks, the tech bubble, and Taylor Swift have in common?
What are your chances of scoring Taylor Swift tickets? You’ll likely find yourself in the pre-sale queue with odds of 1 in 20, or even 1 in 50. For most, this means turning to the secondary resale market. An “affordable” concert experience can range from $50 to over $1,000 per ticket. But why the surge? It’s basic […]
Efficient style frontier
Three industry experts sat down with Confluence to discuss the Efficient Style Frontier -how technology and industry expertise can help balance growth and value factors for optimal risk-adjusted returns. On the agenda were: The panel included Style Analytics clients from three very different firms. While each described a unique perspective and approach, one consistency was […]
Factor Performance in UK General Elections
With the UK general election scheduled for July 4th 2024, we conducted a historical analysis of factor performance in the periods surrounding previous elections. In total, we analyzed six UK general election periods between 2001 and 2019, examining how factors performed in the six months leading up to and following the vote. Key Findings The […]
MSCI ESG module in Style Analytics: Product explainer
MSCI SDGs scores measure corporate sustainability, guiding responsible investments globally. Measure and compare a portfolio's sustainability against the benchmark using MSCI SDG scores. Guide responsible investments with look-through data on 10,000 securities.
Factors and falling interest rates
Growth equity performance On December 15th, the Federal Reserve delivered a significant announcement, suggesting possible federal funds rate cuts in 2024. This revelation triggered a ripple effect across global equities, leading to an “everything” rally near the end of the year as markets priced in anticipated rate reductions as early as Q1 2024. While the […]
Value & yield factors drive active managers to outperform in emerging markets equity
Emerging markets equity performance 2023 marked the third consecutive year that developed markets equity has outperformed emerging markets. For the year, the MSCI World Index returned 24.42%, more than double the MSCI Emerging Markets Index return of 10.26%. Although their performance lagged in absolute terms, active managers of emerging markets equity outperformed their benchmarks. For […]
October 2023 Factor Performance Analysis
Quality shows strength world-wide during market downturn
Exploring the relationship of interest rates to value vs growth investment strategies
After the economic turmoil caused by the COVID-19 pandemic, developed economies faced inflation rates reminiscent of the early 1980s. With the United States and the United Kingdom embarking on an unprecedented cycle of interest rate hikes to counter inflation, investors were left wondering about the potential impact on equity markets. Specifically, the question was whether […]
August 2023 Factor Performance Analysis
US Quality-Growth public equity outperforms Value in Developed Markets
Cyclicals vs. defensives in rising interest rates
The macroeconomic backdrop holds a paramount influence on driving growth and value factor performances. Among these, interest rates have had the most profound effect, as shown in the charts below. Changes in interest rates from 2022 to 2023 have predominantly guided the returns of Large Cap Growth and Large Cap Value portfolios: Job reports are […]
Q2 2023 manager research: U.S. large cap value equity performance
U.S. large cap growth continues to outperform value, but value managers outperform benchmark as growth managers struggle to keep pace with Russell 1000 Index