Quant investing has evolved over the past 20 years. But the pace of chances from now on will only pick up, opines Robeco, outlining ten hypotheses on the future of quant investing. As key developments, the asset manager lists AI and machine learning, multi-modal data usage, and potential quantum computing breakthroughs. The rise of personalised investment products, enhanced risk management, and automation of compliance would also redefine industry practices, Robeco said.
“We believe new technological development will continue to be one of the most profound and critical influences on the evolution of quant investing,” said Mike Chen, Head of Next Gen Research at Robeco.
“The rate of this development (most recently in data and computing) over the next 20 years looks to be as fast, if not faster, than what we witnessed in the previous 20. And when we add in the tremendous rise of AI, we believe the rate will only pick up speed,” he added.
Read the full insight here.
Read more

T. Rowe Price
Why US Treasuries may no longer be a safe haven
US Treasuries recent performance has fallen short of expectations.

Candriam
The euro bond market is back in focus
Rising yields and shifting fiscal dynamics are bringing the euro bond market back into focus.

Lombard Odier
EM equities – potential opportunities amid challenges
EM equities face renewed pressure amid US trade policy shifts, slowing growth, and investor outflows.

US Markets
100 days of Donald Trump
The first 100 days of Donald Trump’s second term have shaken markets. Asset managers weigh in on US equities, bonds, and the dollar.