Read the economy before the market does.
Quantamental research and advisory for professional investors.
QMG Insight pairs data-driven analysis of the real economy with the judgement of experienced investors. We help hedge funds, family offices, private equity firms and institutions see where revenue and margins are heading, sector by sector, before companies report.
Numbers first.
Judgement always.
We are neither a pure quant shop nor a traditional research house. Our models read the economy at scale, and our people decide what it means.
“Every company’s results are written in the economy months before they are published. The skill is in reading them.”
The QMG Insight view
Start with the real economy
Prices, volumes, wages and input costs from official statistics, not sentiment.
Follow the supply chain
A price rise upstream becomes a cost downstream. We trace whose margins it reaches.
Test before we trust
Every signal is tested on unseen data, as first published. We show what fails too.
Models inform, people decide
The model narrows the question. Experienced analysts supply the context.
Three building blocks. One clear read.
What a sector charges, how much it sells and what its inputs cost. Track those well enough and you can see where revenue and margins are going, usually weeks before companies report them.
How the approach worksBuilt to be used, not just read
Our research runs on QuantMetriks, a platform we built ourselves. It shows the current reading for every sector, the listed companies that follow it, and how far that reading has proved reliable.
One engine. Every kind of investor.
Different mandates ask different questions of the economy. We answer them all from the same tested foundation.
Hedge funds
Early reads on revenue and margins, divergence from consensus, and the evidence behind every signal.
Family offices
Clear, interpreted views of the macro backdrop and the sectors that matter to your portfolio.
Private equity & credit
Supply-chain and cost exposure for targets and portfolio companies, without waiting for their accounts.
Institutions
Sector rotation inputs, regime analysis and data that fits existing investment processes.
Private investment
Demand, pricing and cost trends for the industries your companies sell into and buy from.
Corporates
Which input costs are heading your way, and where your customers’ industries are growing.
From macro to the individual company
We started with what we know best: sectors and the listed companies inside them. We are building out from there, applying the same discipline to more markets and asset classes.
Macro & US sectors
Regime, revenue, margin and cost
US listed equities
Scored and forecast against their sector
International
Australia, Canada, Japan
ETFs & funds
Look-through sector exposure
Private markets & digital assets
Deal-level context, crypto and on-chain data
A framework with a track record
QMG Insight carries forward the Quantmetriks framework, a way of reading the economy through prices, volumes and the links between industries that institutional investors have relied on for years.
We have rebuilt it from first principles on modern data infrastructure and tested it harder than ever.
Our storySee what the economy is saying about your portfolio.
A 30-minute walkthrough of the platform, built around the sectors you follow.
Book a walkthrough