Quantitative Investments

Gain an intuition on how complex AI architectures actually work. You will see that one model cannot fit all kinds of data. The key to solving problems with AI and surpassing mathematical challenges is to use the right model and the appropriate, high-quality data.

China's latest stimulus, the largest since the pandemic, has changed our view on Chinese equities, suggesting potential near-term support. However, risks persist from the upcoming National People’s Congress meeting and the U.S. election, which could impact market sentiment. We will monitor these factors for tactical opportunities.

Explore the fascinating parallels between biological intelligence and artificial neural networks. This article dives into how AI mimics the brain’s neuron structures to solve complex problems, revealing the power of neural networks and their potential to reshape our understanding of intelligence and decision-making.

Watch the latest update by our Head of Quantitative Investments Andrea Gentilini for the latest trends affecting our systematic investment approach.

Watch the latest video update by our Quantitative Investments Head of Macro Research Investments Sven Schubert

Momentum investing has consistently delivered strong returns, yet it comes with increased volatility when trends reverse. Our latest Quanta Byte examines how dynamic hedging can manage these risks, allowing investors to capture momentum gains while minimizing potential losses.

The latest Quanta Byte explores the potential pitfalls of relying solely on gold. While it remains a solid hedge against geopolitical shocks, it lags in inflation hedging. By focusing solely on gold, you may be missing out on a wider range of opportunities within the commodities basket.

Companies and countries are transforming the $1tn installed base of traditional data centers into AI factories, creating a compelling investment opportunity for infrastructure investors. Many technology companies have a dual mandate in achieving this transformation: harness enough electricity to reliably power their data centers while doing so with clean energy.

Watch the latest update by our Head of Quantitative Investments Andrea Gentilini for the latest trends affecting our systematic investment approach.

Watch the latest video update by our Quantitative Investments Head of Macro Research Investments Sven Schubert

Learn more about the promising outlook for commodities in our latest Quanta Byte. We delve into historical trends, the U.S. shale boom, and emerging demand drivers for the asset class. Discover why investing in commodities could be a strategic move for attractive returns

Watch the latest August update on Hybrid strategy with Quantitative Investments Head of Macro Research Sven Schubert.