HarmoniQ Insights

William Mann

Bill Mann is a seasoned expert in bridging the gap between traditional fundamental analysis and cutting-edge quantitative methodologies. His career in quantitative finance was shaped by a pivotal experience during the 2008 financial crisis at AIG, where he witnessed the dangers of emotional attachment to underperforming investments. This experience sparked his shift from Fundamental to Quantitative analytics, which led him to key roles at Bloomberg and AQR, and ultimately to eight impactful years at Two Sigma.

Throughout his tenure at quantitative hedge funds, Bill led initiatives to optimize alpha modeling throughput by spearheading collaborative research processes that integrated advanced data science and ML/AI capabilities. His unique blend of expertise, underpinned by CPA and CFA designations, enabled him to excel as an industry-specific quant fundamentals analyst, combining fundamental research with quantitative rigor.

As the Co-Founder and Managing Partner of HarmoniQ Insights, Bill now offers his clients a powerful combination of deep industry knowledge and expertise in cutting-edge technology. He empowers fundamental analysts to make confident, data-driven decisions through sophisticated statistical analysis. Leveraging his extensive experience collaborating with quantitative researchers and engineers, Bill is adept at building consensus among senior executives, guiding them to invest with confidence in transformative technologies.

When he’s not driving innovation in the finance world, Bill enjoys playing tennis or spending a day at the beach with his children.


US Banks - Los Angeles Fires Can Drive Loan Restructurings, Impairments, 2nd Order Effects

JPM - 4Q24 Results Show Continued Strength in Core Income, Rising Non-Accruals Well Covered by LLR

BAC - Almost All of Net Profit Delta YoY Is Core Income, with Strong Corporate Lending in QoQ

Quantamental LLM Primer 2: Convert Sellside/Buyside Ideas into a Long/Short Alpha Capture Portfolio

Quantamental LLM Primer: Crowdsource Expert Outlooks to Design a Trading Strategy with LLMs (Part 1)

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.

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>Quantitative risk premia analysis suggests quality and value factors may outperform in 2025, with Wolfe Research maintaining positive momentum outlook while Morgan Stanley expects momentum reversal after strong 2024 performance.</li>
<li>The S&amp;P 500 projected to reach new highs in 2025, with major banks forecasting targets between 6,500-6,800, driven by earnings growth and AI-related investments, despite potential headwinds from policy changes.</li>
<li>Geographic dispersion in opportunities emerges, with U.S. large caps and Japanese equities favored by multiple firms, while European value stocks show potential amid rising rates environment.</li>
</ul>


Quantitative risk premia analysis suggests quality and value factors may outperform in 2025, with Wolfe Research maintaining positive momentum outlook while Morgan Stanley expects momentum reversal after strong 2024 performance.
The S&amp;P 500 projected to reach new highs in 2025, with major banks forecasting targets between 6,500-6,800, driven by earnings growth and AI-related investments, despite potential headwinds from policy changes.
Geographic dispersion in opportunities emerges, with U.S. large caps and Japanese equities favored by multiple firms, while European value stocks show potential amid rising rates environment.


2025 Global Asset Allocation Wall Street Alpha Capture Outlook: Resilience Amid Uncertainty