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In March 2020, global financial markets were plunged into severe turmoil by the rapid spread of the COVID-19 pandemic. Major stock indices experienced single-day declines unseen in years within weeks, and credit market liquidity was also impacted. Aurora Capital Group decisively adjusted its asset allocation in this context, prioritizing defensive strategies. By increasing the weightings of US dollar cash, short-term US Treasury bonds, and gold, it significantly reduced the overall portfolio’s volatility exposure. The New York Investment Committee convened several emergency meetings in early March. Combining macroeconomic, fundamental, and quantitative…

In August 2019, Aureus Advisors reached a significant milestone in the field of quantitative investing. Its core intelligent research system, QuantSight AI, delivered outstanding performance in live testing across emerging markets, successfully generating positive excess returns for clients and laying a solid foundation for the firm’s expanding global presence. Emerging markets have long represented high-risk, high-reward opportunities within global portfolios. Unlike mature markets characterized by stability, emerging markets are often influenced by political uncertainty, currency volatility, and limited liquidity—factors that make investment management particularly challenging. However, as global capital markets become increasingly…

As global markets entered the spring of 2019, volatility and complexity remained elevated. The U.S. economy showed resilience, supported by fiscal stimulus, yet the Federal Reserve’s policy stance had begun to shift, leaving markets torn between expectations of further rate hikes or potential easing. Rising trade tensions and ongoing Brexit uncertainty further fueled global capital rotation between risk-off and risk-on positioning. In this context, Aureus Advisors announced the release of QuantSight AI Version 0.9, featuring a major system enhancement: the introduction of macro factor modeling into its core architecture. This upgrade…

In early 2017, the U.S. Federal Reserve officially entered a new interest rate hike cycle. Following the first rate increase at the end of 2015, monetary policy tightening had shifted from speculation to reality. Rising interest rates not only altered the relative attractiveness of U.S. dollar assets but also reshaped global capital flows. Emerging markets came under renewed pressure, while European bond markets and Asian equities faced significant volatility. Against this backdrop, investors were confronted with a critical question: how to preserve portfolio stability in a tightening liquidity environment while…

In early 2013, the U.S. economy was still slowly recovering from the lingering effects of the financial crisis. The recent “fiscal cliff” negotiations had averted a full-blown recession, but they also made investors acutely aware of the uncertainty between policy and markets. As the year began, U.S. equities continued their upward momentum, with the S&P 500 approaching pre-crisis highs, while the bond market fluctuated between low interest rates and potential policy shifts. Against this backdrop, Nathaniel Casder launched the first systematic courses at the Casder Institute of Wealth, focusing on…