Factor Spotlight

This week, we explore the volatility of the U.S. markets, with investors reacting to the latest developments in Chinese AI technology.

Join us as we dive into a week of factor-neutral gains in both the US and International markets, as investors react to a week of corporate earnings news and hints at the policies that the new US president will pursue.

In 2024, international markets closely mirrored the U.S. in terms of alpha generation, a stark contrast to 2023’s divergence. Elevated volatility defined the year, with a notable rise in volatile weeks and a decline in calm periods, while momentum achieved record-breaking returns. Investors favored value and interest rate-sensitive stocks, reflecting cautious sentiment and a focus on benefiting from rising rates, as sector exposures remained relatively stable throughout the year.

As we enter the new year, we typically find that many of you focus your efforts in the first two weeks of January to conduct a 2024 review of your portfolios in support of your annual investor letters. At Omega Point, we’ve found that we can be potentially supportive of these efforts by helping you quantify the market environment of 2024 and answer questions

Join us as we dive into a week of mixed performance in the US markets to start the new year.

Join us as we dive into a low-performing week in the US markets after Wednesday’s sudden selloff.

Join us this week in Factor Spotlight as we look at another Volatile week for the US portfolio ahead of next week’s Fed decision on rates, which could further fuel what is already a surging market for tech names.

Join us this week in Factor Spotlight as we dive into a Volatile week for the US portfolio ahead of Employment Data.

Join us as we explore another volatile post-election week for both U.S. and international portfolios, with Bitcoin and gold soaring to new heights.

Join us as we explore a highly volatile post-election week for both U.S. and international portfolios.