A better way
to invest in companies

Stock markets are complex, and correlations are not always linear. Nevertheless, traditional models often rely on linear assumptions. So how can this gap be closed? In this interview, Carsten Rother, Co-Head of Research Forecasts, explains how Quoniam has been using machine learning to enhance traditional models.

This growth is based on continuous inflows and, in Quoniam’s view, reflects the confidence of professional investors in a systematic investment process that has been consistently implemented and further developed over many years.

In the ever-evolving landscape of investment strategies, one approach is gaining significant attention for its potential to improve returns – the 130/30 quantitative strategy. This investment approach blends the best of both worlds, offering investors a unique combination of risk management, adaptability, and performance. In this interview, Mark Frielinghaus, Principal Investment Strategist Equities, explains the benefits of the strategy, how it works in practice and how it has performed.

Despite double-digit global equity gains in 2025, markets were marked by sharp reversals, narrow leadership and rising geopolitical uncertainty. Find out how a defensive low-volatility equity strategy navigated a bull market – and why risk-aware investing remains highly relevant as uncertainty looks set to persist.

Between euphoria and rationalisation, 2025 revealed a market environment that offered opportunities while demanding clear selectivity. Mark Frielinghaus, Principal Investment Strategist Equities, puts the key developments into perspective – from global market trends and sector rotations to the implications for investors looking ahead to 2026.

Quoniam’s strategy European Equities , managed by Dr Lisa Herr, CFA, has been awarded as best fund manager by Handelsblatt Research Institute for the third year in a row. Additionally, Quoniam’s strategy Emerging Markets Equities MinRisk, managed by Mark Frielinghaus, CFA , has been awarded as best fund manager for the second time in a row in the category ‘Emerging Markets Equities’.

The article ‘The Many Facets of Stock Momentum: Distinguishing Factor and Stock Components’ by Quoniam Research analysts Dr Xavier Gérard, CFA and Dr Laura Jehl was accepted for publication in the Financial Analysts Journal and is now available on the Journal’s website. The authors examine the ongoing debate on whether stock momentum is driven purely by factor exposures or if there is a genuine stock-specific component. The paper offers new evidence that adds depth to one of the most widely discussed anomalies in finance.

In the third quarter of 2025, market breadth returned – creating a favourable environment for systematic investors. In her market commentary, Andjelka Bannes, CFA, Portfolio Manager Equities, explains how our global and European strategies benefited from value, quality and sentiment factors, while emerging markets proved more challenging for defensive approaches.

When investors reach the payout phase, such as retirement, one of the greatest challenges they face is balancing regular withdrawals with the risk of running out of money too soon. This is where low volatility (low vol) or minimum-risk equity strategies can play a vital role.

We sat down with Mark Frielinghaus, and Rocío Muñiz, Portfolio Management Equities, to discuss how enhanced strategies fill the gap between passive and fully active—and why Quoniam has become a trusted partner in this space.

As defined contribution becomes the more widely used vehicle for retirement savings, the phase of retirement when capital is withdrawn brings particular investment risks that can be mitigated by specific investment approaches.

In this interview, Carsten Rother, Co-Head of Research Forecasts, explains how smart factors work and how they differ from the basic, often one-dimensional factor definitions used by many other approaches.

Equity markets experienced erratic swings and geopolitical tensions, offering both challenges and opportunities for investors. Find out how these events reshaped investment strategies, impacted fund managers, and highlighted the benefits of a diversified, systematic approach in the market commentary by Mark Frielinghaus, CFA, Portfolio Manager Equities.

The European Equities mutual fund managed by Quoniam exceeded the EUR 500 million mark in assets under management in May.

Quoniam Asset Management, a German pioneer in systematic investment strategies, is managing a new mutual fund that invests in European small cap stocks.