5 December 2023
Money in the Market: What prompted the November global rally?
Investor mood has improved noticeably in recent weeks, following a global surge in November. So, what variables influenced the increase in market and investor sentiment? Will the sentiment recovery continue in the future? On Money in the Market, Willie Keng speaks to Olivier d’Assier, Head of Applied Research APAC at Axioma, about the November rally.

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5 October 2023
Money in the Market: How should you prepare for a sudden spike in market volatility?
The abnormal sense of calm in volatility may have led some investors to see the market lull as an all-clear sign to buy stocks. But that could spell trouble for investors. There are some risks that have been masked by the low volatility. So what should investors be wary of? And how can investors mitigate these market concerns if there’s a sudden spike in volatility in markets? On Money in the Market, Hongbin Jeong speaks to Olivier d’Assier, Head of Applied Research, APAC, Axioma, to find out more.

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21 July 2023
Money in the Market: Can we see a market correction in China?
Market sentiment and trading activities look poised to improve along with the positive developments in macroeconomic conditions.
In the US, where investors ended last week bullish, investors have been encouraged by the sustained decline in inflation and a resilient economy.
But over in China, investors have shown their pessimism about the weakness of the country’s economy.
Will the divergence between return and sentiment, along with rising volatility and low volumes, lead to a market correction in China? What's the outlook like on Chinese equities in the second half?
On Money in the Market, Hongbin Jeong speaks to Olivier d’Assier, Head of Applied Research, APAC, Qontigo, to find out more.

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7 June 2023
Money in the Market: Will investor sentiment in the US improve now that a default has been averted?
The US market has been trending sideways since mid-April, but sentiment in APAC markets seems to be improving on the back of better than expected Q1 earnings reports.
The persistent worry of a US default had translated into a continued preference for risk-averse assets. Will this preference change?
On Money in the Market, Hongbin Jeong speaks to Olivier d’Assier, Head of Applied Research, APAC, Qontigo, to find out more.

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2 May 2023
Money in the Market: Why is there a dissonance between markets and investor sentiment?
While the US banking system steadied in April after the traumas of March, investor sentiment remained under a cloud, but still showed some recovery last month. So with the recent combination of declining markets and a recovering sentiment, was there a shift in investment strategies? On Money in the Market, Hongbin Jeong speaks to Olivier d’Assier, Head of Applied Research, APAC, Qontigo to find out more.

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10 February 2023
Money in the Market: Why is investor sentiment improving despite a slowing global economy?
Investor sentiments seem to be improving despite the slowing down of the global economy, especially in Asia. But what’s driving this positive sentiment? And will this bullish tone of markets continue?  On Money in the Market, The Afternoon Update’s Hongbin Jeong speaks to Olivier d’Assier, Head of Applied Research, APAC at Qontigo to find out more.

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1 December 2022
Money in the Market: Can we expect a “Santa Claus rally”?
Markets are currently moved by signs of an easing of China’s strict covid-zero policy, as well as the next moves by the US Fed - with which Chair Jerome Powell signalled a smaller interest hike for this month. How did markets perform in November? And what can we expect this month as we head to the end of the year? On Money in the Market, finance producer Hongbin Jeong speaks to Olivier d’Assier, Head of Applied Research, APAC, Qontigo to find out more.

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9 December 2021
Changes in Investor Sentiment Over the Last Two Weeks
Markets saw stark losses turn into a hopeful gains over the last 2 weeks on concerns about the new COVID-19 Omicron strain, along with other issues like diverging monetary policy stances and Chinese regulatory issues. We asked Olivier d'Assier, Qontigo's Head of Applied Research for APAC, what the firm's ROOF model is telling them about the changes in investor sentiment, and how it may shape the end of the year for markets.

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19 July 2021
Market View: Of Investing Wants, Changing Needs, and Possible Market Complacency
Qontigo uses a model to track investor decisions, and if they're either driven by positive wants of returns from sectors or companies, or if they're driven by the needs to mitigate or de-risk. The model though sees that de-risking needs may be hinting at a rockier road ahead for investors. Olivier d'Assier, Head of Applied Research for the APAC region at Qontigo, spoke to us on Prime Time about what their most recent findings mean for markets in the region, and why volatility matters for investors.

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1 March 2021
Market View: Market Bubble, Toil and Trouble?
Though markets seem to be starting off the month of March on more solid ground, worries about potential bubbles already forming in the markets have begun casting a shadow on investor sentiment. Olivier d'Assier, Head of Applied Research for the APAC region at Qontigo, joined us on Prime Time to discuss what indicators they're tracking to determine market bubbles, and how badly should investors brace themselves should these potential bubbles burst.

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