HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Quantitative Analysis

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<li>Systematic quantitative equity strategies have experienced a volatile yet strong year in 2024, led by momentum and reversal factors. See Part1: <a href="https://skr.ma/T6M2w" target="_blank" rel="noopener">Systematic Quantitative Equity Strategies Outlook: 9/15/24 – Year-End.</a>
</li>
<li>Recent market dynamics following the Fed’s 50 bp rate cut on 9/18/24 created a favorable environment for tech growth and AI-related sectors, but concerns about sector overvaluation persist.</li>
<li>Given the 9/24/24 announcement of a stimulus package from the People's Bank of China (PBOC), we need to adjust the portfolio strategy to reflect the improved outlook for Chinese equities.</li>
</ul>


Systematic quantitative equity strategies have experienced a volatile yet strong year in 2024, led by momentum and reversal factors. See Part1: Systematic Quantitative Equity Strategies Outlook: 9/15/24 – Year-End.

Recent market dynamics following the Fed’s 50 bp rate cut on 9/18/24 created a favorable environment for tech growth and AI-related sectors, but concerns about sector overvaluation persist.
Given the 9/24/24 announcement of a stimulus package from the People's Bank of China (PBOC), we need to adjust the portfolio strategy to reflect the improved outlook for Chinese equities.


Design a Tactical, Bullish-Tilted ETF Portfolio Expressing Systematic Outlook for Q4 2024 (Part 2)

United States

iShares MSCI Pacific ex Japan ETF is an exchange-traded fund incorporated in the USA.  The ETF's objective seeks investment results that correspond to the performance of publicly traded securities in the Australia, Hong Kong, New Zealand, and Singapore markets as represented by the MSCI Pacific ex-Japan Index.

iShares MSCI Pacific ex Japan (EPP US)

Design a Tactical, Bullish-Tilted ETF Portfolio Expressing Systematic Outlook for Q4 2024 (Part 2)

Bullish-tilted Systematic ETF portfolio recommendations for Q4 Outlook reflect Fed 50 bp & additional rate cuts boost tech growth in US & PBOC...

William Mann