Hybrid Approach

Our research shows sectors deliver both top and bottom returns, while factors—especially Quality, Dividend Strength and Minimum Volatility—offer more predictable, diversified, and stable performance. We use sectors tactically based on business cycle signals, but our strategic focus remains firmly on factors for consistent, risk-adjusted returns. Discover the Hybrid Investment team’s view on Minimum Volatility equity strategies over the business cycle at the Quantitative Investment Boutique.

Minimum volatility strategies have outperformed in 2025, offering higher stability amid tariff shocks, economic slowdown, and geopolitical risks. With risk rising and safe havens limited, these strategies stand out—especially for cautious investors. Our models suggest continued economic headwinds, reinforcing our preference for defensive positioning and reduced equity exposure. Discover the Hybrid Investment team’s view on Minimum Volatility equity strategies over the business cycle at the Quantitative Investment Boutique.

Our latest Quanta Byte explores why traditional commodity indices, with their static, production-based weightings and yearly rebalancing, often miss out on the full return potential in commodity markets. Discover how active management can unlock true diversification, capitalize on short- and long-term opportunities, and adapt to shifting market dynamics.

April’s dollar and Treasury sell-off was driven by technical factors—not a loss of confidence. While diversification away from the dollar continues gradually, it remains the world’s leading reserve currency. We still see value in the dollar and gold as diversifiers. Read the Hybrid Investment team’s full view at our Quantitative Investment Boutique.

After Washington's 90-day tariff pause, markets surged, offering temporary respite from the trade dispute. Yet, the path to a sustained rally remains uncertain due to tariff ambiguity and expected political volatility. Explore the Hybrid Investment team's perspective on sustained asset price recovery at the Quantitative Investment Boutique.

Minimum Volatility strategies are a core component of our portfolio, offering low volatility and consistent benchmark outperformance. Our business cycle model, Wave, underscores their heightened appeal in the current economic environment, even for risk-tolerant investors. With upcoming European tariff announcements, Min Vol strategies are set to continue outperforming, reinforcing their importance. Discover the Hybrid Investment team’s view on Minimum Volatility equity strategies over the business cycle at the Quantitative Investment Boutique.

Shifting fiscal policies, declining energy costs, and the end of private sector deleveraging are reshaping Europe’s investment landscape. As volatility rises, income-focused strategies are becoming more compelling. Our latest insight explores how these structural shifts could unlock new opportunities for investors seeking income and long-term growth in European equities.

Discover the Hybrid Investment team’s perspective on European economies, assets, and the Euro following the German elections at the Quantitative Investment Boutique.

Discover the Hybrid Investment team’s perspective on the Yen as a hedge in the portfolio at the Quantitative Investment Boutique.

Discover the Hybrid Investment team’s perspective on the potential impact of reciprocal tariffs on markets at the Quantitative Investment Boutique.

Discover how the Hybrid Investment team at the Quantitative Investment Boutique views financial markets after the recent correction.

Discover how the Hybrid Investment team at the Quantitative Investment Boutique views gold as a hedge against potential risks in 2025.