A better way of systematic investing Part 2: Quoniam’s Differentiated Strategy

Explore systematic investing with Carsten Rother, Co-Head of Research Forecasts. Learn how Quoniam’s approach takes innovation to the next level using factors, machine learning, and dynamic ratings — bridging academic theory and real-world application.

You are currently viewing a placeholder content from Vimeo. To access the actual content, click the button below. Please note that doing so will share data with third-party providers.

More Information

Please note that this video is provided by Vimeo and by clicking on the video you agree to the Vimeo Privacy Policy.

YOU MIGHT ALSO BE INTERESTED IN
Interview
February 2026
Machine learning in stock selection: Beyond linear thinking

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.

Interview
February 2026
Corporate bond portfolios: Are you seeing alpha — or just taking more risk?

Comparing fixed income performance is more complicated than it appears. Differences in duration, spread or credit risk can dominate returns, making it difficult to tell whether apparent outperformance reflects genuine security selection or simply higher risk exposure.

Interview
December 2025
New research sheds light on the link between inflation and uncertainty

What truly drives long-term inflation uncertainty? New research shows that it is not short-term shocks, but macro-financial factors such as political uncertainty, market volatility and yield spreads that shape the picture. In the interview, Quoniam researcher Dr Tamas Barko explains why stable communication is crucial — and which long-standing economic assumptions are now being put to the test.