QTUM News and Press, Defiance Quantum From 08/06/21

The IHS Markit Global Sector PMI™ signalled sustained strong recovery for the global economy, led by the consumer services sector. Basic Materials sector output growth eased for a second straight month to land in the last position of the eight sector groups we track in the glob...

Capital expenditure expectations appear to have recovered from pre-pandemic levels in most major regions and are trending upwards according to analyst estimates. For the U.S. index, the 12-month forward capital expenditures estimate is currently $885.6 billion, up 13.8% year-over-year...

Tech startups are establishing new records almost constantly, in terms of both the total number of startups taking place as well as the quantity of money supporting the new firms. The force creating this startup explosion is Federal Reserve actions, as the Fed's largess has provided n...

Global PMI signalled regional divergence deepening. Delta variant driven divergence aggravates as price pressures ease. Divergence in growth performance carries key risks, including for emerging market assets. For further details see: Delta Variant Spread Poses Key Risks...

The chief problem facing most of the world's developed economies today is the level of outstanding debt, both private and public. Demographics remain one of the most powerful drivers of long-term economic growth. Sustained inflation requires a permanent increase in demand relative...

As the world convalesced from the pandemic, stocks advanced in the second quarter and earnings rebounded across sectors. With business gains broadening amid complex market risks, we think investors should lean on quality to find stocks that will perform well in a normalizing world eco...

This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Sylvia Jablonski, co-founder and CIO of Defiance ETFs. Among the topics covered: The conundrum of falling long-term Treasury yields as inflation moves higher Jablonski’s expectation that t...

Quantum computing involves big computers using quantum/atomic level physics to allow for super fast computing. Think of quantum computing as being like today's "computers on steroids". The quantum computing global market growth forecasts vary widely. Some see it growing as much as at ...

Over the last 50 years, spending on technology equipment, software and research and development has grown to exceed 50% of all total private fixed investment, according to the US Chamber of Commerce. Despite potential headwinds, and the recent volatility, we are very optimistic on the...

In this post, we take a deeper dive into the gauges we monitor for the active management environment and discuss how this can play out in a well sourced, risk-managed multi-manager fund. The bottom line is we remain bullish on the opportunity set for skilled stock pickers and their ab...