Omega Point Blog
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Third Consecutive Quarter of Decline Capped by Persistent Inflation
Global Rate Hikes Drive Risk-Off Sentiment
Hotter Than Expected Inflation Keeps Beta & Macro on the Front Burner
Alpha Opportunity Available Despite Falling Oil Prices Driving Macro Moves
Energy Continues to Rebound With Economic Uncertainty Ahead
Macro-Sensitive Assets Come Back into Focus as High Beta Takes a Dive
Factor Lull Makes Way for Alpha Opportunities
Factors Take the Stage Driven by Beta and China
Alpha Surges Back to the Forefront
Beta Sparks a Strong Week in the US Market
All Eyes on Rates & Inflation Amid Rising Recession Concerns
Macro Drivers Tumble as Market Starts to Rally
The Market Reacts to Inflation with Sector Realignment
Rate Hikes and Recession Fears Grip Markets
US and International Markets Show Consistent Reaction to Uncertainty
Increased Alpha Opportunity Amid Continued Risk-On/Risk-Off Sentiment
Capturing Weekly Trends through our Extreme Movers Portfolio
A Market Flight to Quality
The Fed Sparks Panic in the Equity Markets
Investors Signal a Risk-Off Environment
Macro Holds Onto Its Grip Over Global Equity Markets
Markets Feel Supply Chain Woes and Commodity Price Pressures
Rolling Out Our Weekly Surprise Metrics
What to Expect from an Inverting Yield Curve
Macro Factors are Driving Market Surprise
Your Exposure to the New Economic Order - Part III
Your Exposure to the New Economic Order - Part II
Your Exposure to the New Economic Order
Quantifying the Impact of Russia’s Incursion into Ukraine
Setting the Stage for Upcoming Rate Hikes
Hedging Against a Dynamic Market
Fishing for Value in a Sea of Growth
The Macro Forces Shaping the Growth vs. Value Rotation
Navigating the Tails of Growth & Value
Identifying Crowded Names - Q4 2021 Earnings Season
Quantifying the Impact of an Increasingly Hawkish Fed
Where’s the Alpha? - 2021 Edition
2021 Holiday Wrappings
The Tax Trade: Fact or Fiction?
Where’s the Macro?
The Avis Short Squeeze, Who’s Next?
Telling a Sector Story of Growth vs. Value
The Battle Between Growth and Value
Dissecting the Q3 2021 Momentum Rally
Is “Oil Risk” Making a Comeback?
Identifying Crowded Names - Q3 2021 Earnings Season
Stress Testing a Global Evergrande Shock
Could Evergrande Create a Global Domino Effect?
Is There Capacity in the Alpha Opportunity Ratio?
Building Intuition Around the Alpha Opportunity Ratio
Where is Diversification Hiding?
Ripple Effects of the Infrastructure Bill
Infrastructure Spending: How Much Juice for Clean Energy & the Grid?
Is the Overheating Economy Cooking Your Portfolio?
The Return of Alpha
Identifying Crowded Names - Q2 2021 Earnings Season
Getting a Grip on Volatility
The Factor Signature of Volatility
Is Volatility’s Reign Coming to an End?
The ‘Short’ Story on Short Interest
Introducing S3 Partners’ Short Interest Data to the Omega Point Platform
The Takedown of Megacap Tech in Benchmarks
Is Concentration Driving Beta Mad?
Honey, I Shrunk the Beta
Momentum: One Size Does Not Fit All (Sectors)
Watch the Tails: Expanding our Macro Detection Palette
Marrying Macro and Fundamental Models
Macro Matters, Even for Fundamentalists
Identifying Crowded Names — Q2 2021 Earnings Season
Clean Infrastructure through Industrials-Colored Glasses
The New Frontier: Investments in Clean Infrastructure
Turning Analysis into Action: Hedge Baskets for Momentum Flow
Is Momentum Flow Riding the Interest Rate Rollercoaster?
Who’s Going With the (Momentum) Flow?
Financials: a Hidden Gem for Value Investors?
With Rising Rates Comes a Rebound in Value
An Energy-First View of the World
Illuminating the Dynamics of Technology, Media and Telecom
Adding A Sector Lens: Introducing the Wolfe Research Sector Models
Are You Prepared for the Next Short Squeeze?
Identifying Crowded Names — Q1 2021 Earnings Season
Is there ESG Awareness in Alpha-Driven Stocks?
Alpha's DNA Through the Lens of Alternative Factors
Where's the Alpha? Characteristics of Alpha-Driven Stocks in 2020
2020 Holiday Wrappings
Much Ado About Value
Beta and Volatility: A Wolf in Growth and Value Sheep’s Clothing
A Tour De Beta Across Sector SPDRs
The Factors Leading to Last Week's Momentum Shock
Avoiding the Election Beta Wave
Smart Trading M&A in the Semiconductor Industry
The Hidden Election Candidate: ESG
Mitigating Election-Driven Volatility in Your Portfolio
Elections - Obstacle or Opportunity for Active Investors?
A Tale of Two Betas
The Secret Behind "De-Risking" IPOs
IPO Season is Heating Up, What's in Your Risk Arsenal?
If You Can't Tame Volatility, Can You at Least Time It?
You Can Run, But You Can’t Hide From Runaway Volatility
Volatility is Partying Like It's...2009?
Adding Fuel to the Raging Value Debate Fire
Capturing a Kodak Moment: How to Maximize the Alpha in Your Ideas
Are Interest Rates a Scapegoat for Value’s Rocky Road?
Is Retail Investor Sentiment Leading to the Collapse of Our Short Ideas?
Is There Alpha in the Wisdom of the Crowd?
Will the Short Interest Factor Ever Go Back to Normal?
How has Socially-Responsible Investing Performed in 2020?
Investing in Employee Diversity and Rights
Investing in Human Rights
Impacting Change Through Socially Responsible Investing
Did COVID Cause Institutional Investors to Change Their Strategy?
Combining Mean Reversion with Fundamental Investing
Expanding our Mean Reversion Palette
The Markets Are Up But We’re Not That Excited...Time For Mean Reversion?
Most Crowded Names Ahead of Q2 2020 Earnings
The Crash in Oil Presents a Singular Opportunity
A Deeper Dive into Securities Exposed to the Global Trade Slowdown
Measuring The Potential Impact of Global Trade Slowdown
Identifying Alpha Opportunities Driven by Non-Fundamental Moves
Managing Your Portfolio in an Extreme US Factor Environment
Diving Deeper into Runaway Beta: The Changing Characteristics of Key Industries
Inoculating Against Runaway Beta
Hunting for Value in a Falling Market
Flash Update: Coronavirus & its Impact on Geopolitical Risk
Fundamentals Provide Surprising Context on the Current Value Spread
At Oversold Levels, Value Stocks Pique Interest
Geopolitical Risk Portfolio as a Risk Management & Stock Selection Tool
Sectors Driving Geopolitical Risk
Quantifying Geopolitical Risk
Hedge Fund Crowding - Q1 2020 Update
Examining Industry Alpha Trends & Opportunities for Diversification
Looking into 2020: Industry Alpha Trends
Where’s the Alpha? Characteristics of Alpha-Driven Stocks
Better Portfolios Through Experimentation
Digging Deeper Into Macro Factors - which companies are most sensitive to China & US economies?
Adding Global Macro Insights to your Portfolio
The Global Trend Beyond Smart Hedging
Building a Smarter Tech Hedge
Building a Superior SPY Hedge
The Inherent Volatility of a SPY Hedge
The Riskiness of Crowds
Dangling the ESG Carrot
An ESG Tale of Tree Smuggling, DNA Testing, & Poisonous Gases
Factor Spotlight: This Week's Market & Factor Update
Factor Spotlight Flash Report: Peeling the Momentum Onion
An ESG Assessment of Asset Owner “X”
Comparing ESG Metrics Across Major Indices
Screening Stocks with an ESG Overlay
How is Good Governance Rewarded?
What Drives Socially Conscious Investing?
What KPIs Drive Green Investing?
ESG Breakout Performance Trends
Sector Biases When Building an ESG Portfolio
Sustainable Investing - Quantified
Overbought/Oversold Factors Around the World
Growth & Momentum Are Now Reverting
Tech Investors Take Note: Growth and Momentum Are Overbought
Sectors Most Exposed to US - China Trade Tensions
Impact of Trade War in the US
Impact of the Trade War in China
Shrewd Investing Opportunities from Q1 Earnings
Q1 Earnings Impact on Industries
Measuring Earnings Impact in Factors
RAPID RECENT DECLINE IN GLOBAL RISK
US Total Risk Remains Elevated
What's Driving Volatility & Beta?
Recession-Resilient Stocks Around the World
Finding the Top Growth and Value Names Abroad
The Global Value Environment
The Global Search for Growth
Comparing Factor Performance in a Global vs. US Model
Offensive Recovery Finale — The Model Portfolio
Contemplating a Recovery: adding the idiosyncratic volatility factor to the mix
Offense or Defense? Positioning for a Possible Recovery - Part 2
Offense or Defense? Positioning for a Possible Recovery
Where's the Ceiling for volatility & Beta?
Profitability Lags While Beta & Volatility See Continued Strength
Volatility & Beta Up Big While Profitability Slowly Recovers
Factors Have Rallied Amid Macro Uncertainty
Factor Spotlight: EOY 2018
Profitability is closer to an inflection point
Profitability nearing a Bottom
Value vs Earnings Yield
Risk-Off is back in Demand
Post Midterms: Quality Back in Demand
Short Squeeze or Sustainable Rebound
Characteristics of the Recent Selloff
How to get Defensive With Your Portfolio
Decomposing the Size Factor
Profitability is Inflecting
Factor Spotlight: Profitability
Factor Spotlight: Momentum Update
Factor Spotlight: Earnings Yield & Profitability
Factor Spotlight: Size
Dividend Yield & MTM Update
Factor Spotlight: Dividend Yield vs Growth
Medium Term Momentum, Anew
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