Who was Jim Simons: The Man who solved the market

Today we at Stokex reflect on the passing of Jim Simons, recognizing his impact not just on quantitative finance but also on the broader scientific and educational communities. His approach to problem-solving and investment, which weaved complex mathematical models into the fabric of financial strategy, is one that echoes in our work and informs our…

Who was Charlie Munger? 99 years of legend

Charles Thomas Munger, best known as Warren Buffet’s right-hand man and the vice chairman of Berkshire Hathaway, was one of the most successful investors of our time. He is widely renowned for his investment wisdom, in-depth understanding of business and investing fundamentals, as well as razor-sharp mind and quick wit. Munger took his first steps…

A Beginner’s Guide to Systematic Trading Strategies: Statistical Arbitrage, NLP, Big Data, and AI

Automated computer systems have caused a tipping point in the world of finance, offering a competitive edge to forward-thinking traders. Nowadays, systematic trading strategies play a crucial role in maximising profits and minimising losses through their data-driven approaches, benefiting individual investors, banks, and hedge funds alike. According to Gartner, Inc., by 2025, over 75% of…

Why is AI more ‘objective’ than portfolio managers?

The investment industry is no stranger to advanced computing; quantitative trading programs and algorithms have long been used to maximize profits. However, the recent breakthroughs in AI technology pave the way to entirely new possibilities. Advances in big data, deep learning algorithms, and GPU processing add up to a significant leap in AI development and…

Foreign Exchange Market Overview for January

As markets enter a new year, the focus is mostly on central bank policymakers. Currency exchange rates mostly followed relative central bank policy, as markets are preparing for tightening. Economic recovery and inflation are at a multi-decade high and show no signs of slowing down.   USD Surges On Hawkish Fed The month started with…

ESG Investing: Opportunities and Challenges

Sustainable investing has been booming this year. Analysts noticed a major surge of investment into mutual funds and EFTs that center around socially responsible investing.  That means a boom for ESG funds, which saw inflows of $577 billion in capital from January to September of this year. For comparison, these funds saw inflows of just…