Omega Point Blog

Extreme Movers

Risk-On Back in Vogue on Easing Inflation

November 20, 2022

Over the past several months, we've introduced Extreme Movers, the latest tool in our arsenal to understand what is driving markets from week to week. We also debuted an international version of the Extreme Movers portfolio to help investors compare fluctuating alpha opportunities and factor-driven dynamics between the US and the world. The Extreme Movers portfolios allow us to apply hindsight to...

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David Bromberg
David Bromberg

Alpha Drives US Markets Alongside Late Inflation-Led Rally

November 13, 2022

Over the past several months, we've introduced Extreme Movers, the latest tool in our arsenal to understand what is driving markets from week to week. We also debuted an international version of the Extreme Movers portfolio to help investors compare fluctuating alpha opportunities and factor-driven dynamics between the US and the world. The Extreme Movers portfolios allow us to apply hindsight to...

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Alyx Flournoy, CFA
Alyx Flournoy, CFA

Investors Pile into Financials amid Indefinite Inflation Fight

November 06, 2022

Over the past several months, we've introduced Extreme Movers, the latest tool in our arsenal to understand what is driving markets from week to week. We also debuted an international version of the Extreme Movers portfolio to help investors compare fluctuating alpha opportunities and factor-driven dynamics between the US and the world. The Extreme Movers portfolios allow us to apply hindsight to...

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Kevin Wahlberg
Kevin Wahlberg

Q3 Earnings Opening Up Alpha Opportunities

October 30, 2022

Over the past several months, we've introduced Extreme Movers, the latest tool in our arsenal to understand what is driving markets from week to week. We also debuted an international version of the Extreme Movers portfolio to help investors compare fluctuating alpha opportunities and factor-driven dynamics between the US and the world. The Extreme Movers portfolios allow us to apply hindsight to...

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Kevin Wahlberg
Kevin Wahlberg

Alpha is Back Amidst an Unusual Risk-Off

October 23, 2022

Over the past several months, we've introduced Extreme Movers, the latest tool in our arsenal to understand what is driving markets from week to week. We also debuted an international version of the Extreme Movers portfolio to help investors compare fluctuating alpha opportunities and factor-driven dynamics between the US and the world. The Extreme Movers portfolios allow us to apply hindsight to...

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Alyx Flournoy, CFA
Alyx Flournoy, CFA

Investors Scramble to Safety as Inflation Continues to Rage

October 16, 2022

Over the past several months, we've introduced Extreme Movers, the latest tool in our arsenal to understand what is driving markets from week to week. We also debuted an international version of the Extreme Movers portfolio to help investors compare fluctuating alpha opportunities and factor-driven dynamics between the US and the world. The Extreme Movers portfolios allow us to apply hindsight to...

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Kevin Wahlberg
Kevin Wahlberg

Energy and Macro Drive Markets Into a Short-Lived Rally

October 09, 2022

Over the past several months, we've introduced Extreme Movers, the latest tool in our arsenal to understand what is driving markets from week to week. We also debuted an international version of the Extreme Movers portfolio to help investors compare fluctuating alpha opportunities and factor-driven dynamics between the US and the world. The Extreme Movers portfolios allow us to apply hindsight to...

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Alyx Flournoy, CFA
Alyx Flournoy, CFA

Third Consecutive Quarter of Decline Capped by Persistent Inflation

October 02, 2022

Over the past several months, we've introduced Extreme Movers, the latest tool in our arsenal to understand what is driving markets from week to week. We also debuted an international version of the Extreme Movers portfolio to help investors compare fluctuating alpha opportunities and factor-driven dynamics between the US and the world. The Extreme Movers portfolios allow us to apply hindsight to...

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Kevin Wahlberg
Kevin Wahlberg

Global Rate Hikes Drive Risk-Off Sentiment

September 25, 2022

Over the past several months, we've introduced Extreme Movers, the latest tool in our arsenal to understand what is driving markets from week to week. We also debuted an international version of the Extreme Movers portfolio to help investors compare fluctuating alpha opportunities and factor-driven dynamics between the US and the world. The Extreme Movers portfolios allow us to apply hindsight to...

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Alyx Flournoy, CFA
Alyx Flournoy, CFA

Hotter Than Expected Inflation Keeps Beta & Macro on the Front Burner

September 18, 2022

Over the past several months, we've introduced Extreme Movers, the latest tool in our arsenal to understand what is driving markets from week to week. We also debuted an international version of the Extreme Movers portfolio to help investors compare fluctuating alpha opportunities and factor-driven dynamics between the US and the world. The Extreme Movers portfolios allow us to apply hindsight to...

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Alyx Flournoy, CFA
Alyx Flournoy, CFA