Hybrid Approach

The environment for EUR/USD has experienced significant shifts in recent years: the departure from zero interest rate policies, reduced monetary support, diverging fiscal support as well as rising protectionist tendencies. What remains unchanged, however, is the inherent uncertainty surrounding the pair's future trajectory. In this context, actively managing US dollar exposure presents a valuable opportunity to enhance the efficiency of a global portfolio including FX risks.

Discover how the Hybrid Investment team at the Quantitative Investment Boutique balances optimism and caution, and why hedging strategies will be crucial in 2025.

Discover how our Vontobel Republican and Democrat U.S. election index strategies proved the new heuristic “buy the rumor, hold it through the fact”.

Discover how investors can aim to benefit from lower yields in the medium term while mitigating the potential risk of rising yields in the near term.

Is the recent hype around money markets justified? We don’t think so and argue that cautious investors (those that typically load up on money market funds) are better served by defensive multi-asset portfolios.

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.

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.

In this three-article series, we revisit covered call strategies. In this third article, we give a glimpse into our investment capabilities and provide readers with details on how to potentially capitalize on the opportunity.

In this three-article series, we revisit covered call strategies. In this second article, we argue why covered calls offer a compelling way to play equities in the new decade (the “Why”).