A history of quant

How we got from there to here

Could an oil price shock retrigger inflation?

oil barrels stacked

market snapshot

It’s quant. But not as you know it

Fast reading The MDT Advisers  team uses machine learning to parse through vast amounts of data and seek a multitude of equity opportunities in an unbiased way. The investment team designs, oversees, and continuously looks for ways to improve upon the various tools in its investment process. The entire approach is transparent and the reasoning […]

US-China trade talks at a turning point?

Two paper boats on top of a map of Asia, with the US and China flags on each, respectively.

market snapshot

MDT: Entscheidungsbäume für mehr Transparenz

Kurz gefasst Beim quantitativen Investieren werden in der Regel riesige Datenmengen durchforstet, um Anlagemöglichkeiten zu finden. Der Einsatz von „Entscheidungsbäumen“ bei MDT erhöht die Transparenz und verhindert, dass die Entscheidungsfindung zu einer datengesteuerten „Black Box“ wird.   Das Team setzt empfohlene Trades außer Kraft, wenn es zu dem Schluss kommt, dass die Modelle nicht alle […]

Credit investors threatened with tax hike on US income

manhattan skyline at dusk

Fast reading The US is weighing up legislation that could see foreign investors hit with a tax hike. In the event that section 899 is triggered, entities from “discriminatory foreign countries” would be hit by a tax increase on US income of up to 20%. The proposal raises the possibility of a slowdown in foreign […]

South Korea’s new dawn

An image showing the South Korean flag flying outside a high-rise office building.

market snapshot

Fed may do little in this push-me-pull-you market

a team of people lead a tug of war on a rope

It’s become a cliché but bond markets remained volatile in May, with investors ultimately discounting the latest tariff tantrums and re-embracing risk. US Treasury yields spiked once again as the federal budget and deficit took centre court, but this time other forms of fixed income investment (asset-backed, corporate, international and municipals) benefitted by comparison to […]

Riding the storm

birds eye viw of a surfer riding a big wave

Video transcript How have we navigated the volatility? ‘Liberation Day’ brought a tonne of volatility and uncertainty to the markets, and in trying to navigate through that we set up a series of five milestones to help confirm our bullish stance. The first thing we wanted to see was more dovish trade talk, talk about […]

Trump’s tariff rollout hits roadblock

US flag on cargo container in front of sky

market snapshot