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- Your AI Guide to Risk and Return: Don't Just Watch the Markets, Interrogate Them
Your AI Guide to Risk and Return: Don't Just Watch the Markets, Interrogate Them
+ The QGRW ETF & Several GenAI Jobs of Interest
In partnership with
Welcome back to AI in Investment Research & Finance, your weekly briefing on how targeted Artificial Intelligence (AI) prompts can uncover sharper, more actionable insights.
Table of Contents
In previous editions, we’ve explored how AI can support research across topics like value investing, macro trends and exchange-traded fund (ETF) strategies, featuring funds such as MOAT, SPLV, JEPI, GLD, BITO, EDOG and AIQ. We’ve also shown how fund marketers and analysts can use large language models (LLMs) to produce compelling, data-driven content.
This week, we turn to how AI can help decode the ripple effects of economic and geopolitical disruption, from oil prices and crypto sentiment to real estate and fund correlations.
According to Charles Schwab’s 2025 Mid-Year Outlook, investors face a challenging environment marked by persistent inflation, policy uncertainty and heightened volatility. The International Monetary Fund (IMF) has also warned that major geopolitical events, including regional conflicts and tariff escalation, are increasingly triggering sudden asset repricing across equities, commodities, and fixed income markets. Meanwhile, Reuters reports that oil prices continue to swing sharply in response to Middle East tensions, despite no confirmed long-term supply shock.
Given this uncertain backdrop, AI-driven analysis offers a powerful advantage, and help investors uncover hidden risks, detect style drift and build potentially more resilient portfolios.
Sample AI Prompts for Further Exploration
To build on this week’s focus, we’ve put together six practical prompts designed to help you experiment with multi-asset AI analysis, from commodities and crypto to property yields and alpha generation.
At the start of a prompt, assign a job role for the AI-model, such as “Act as an equity analyst researching…” or “You are a financial journalist” or “You are a retail US investor,” etc.
If you want the AI-model to search outside sources, tell it to use “Credible resources and provide links.” In addition, specify the output format, such as “Give the results in a table” or “Provide the answer in bullet points,” etc.
📌 Purpose: Geopolitical Risk Analysis
“As a macro strategist, analyze the impact of recent geopolitical events on the prices of [Specific Natural Resource, e.g.,crude oil, gold]. Include predictive analytics to forecast short and medium-term price movements under different scenarios.”
📌 Purpose: Analyzing funds: Risk-Adjusted Returns
“Evaluate the risk-adjusted returns of [Fund Name]. Compare its Sharpe and Sortino ratios against its peer group and market benchmarks.”
📌 Purpose: Correlation and Alpha Generation
“Assess the correlation between [Fund Name] and [Index, e.g. the S&P 500] using monthly returns between [Year 1 and Year 2]. Identify periods of significant alpha generation through risk-adjusted return measures.”
📌 Purpose: Analyzing Real Estate: Investment Opportunity Identification
“Analyze rental yield trends in [City/Region]. Identify properties with the highest potential for appreciation in the coming 24 months based on location, property type, demographic shifts and market dynamics.”
📌 Purpose: Crypto: Sentiment Monitoring
“Monitor and analyze social media platforms and news outlets to gauge sentiment toward [Cryptocurrency Name] between [Date 1 and Date 2]. Correlate sentiment shifts with price movements to identify leading indicators of market trends.”
📌 Purpose: Diversification Benefits
“Assess the impact of adding [Alternative Investment] to a traditional 60/40 equity-bond portfolio. Limit the backtest to [Time Period, e.g., January 2019–December 2023]. Evaluate changes in portfolio volatility, Sharpe ratio, maximum drawdown and total return.”
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ETF Spotlight: WisdomTree U.S. Quality Growth Fund (QGRW)
Quick Overview:
• Current Price: $50.30
• 52-week range: $37.29 to $51.58
• Dividend yield: 0.14%
• Expense ratio: 0.28% per year
The WisdomTree U.S. Quality Growth Fund (QGRW) tracks large-cap U.S. companies with strong fundamentals and high earnings potential. Launched in December 2022, it follows a rules-based methodology combining quality and growth signals, such as return on equity and forward-looking earnings estimates. The index is rebalanced quarterly and uses modified market cap weighting to maintain broad exposure while avoiding overconcentration.
Currently, QGRW manages over $1.4 billion in assets, with a sector tilt toward information technology (45.6%), consumer discretionary (17.2%), and communication services (16%). Its portfolio includes Nvidia, Microsoft, Amazon, Apple and Alphabet, with the top 10 holdings accounting for around 60% of assets.
QGRW is up 2.1% year-to-date, compared to the S&P 500 at 1.7% and Nasdaq 100 at 3.4%. Over a 12-month horizon, the fund has delivered over 11.3%, outperforming the S&P 500’s return of 9.3% and the Nasdaq 100’s advance of 9.1%.
AI Prompt for Further Exploration
📌 Purpose: Evaluate QGRW’s risk-adjusted profile and its role in quality-focused portfolio strategies.
“Evaluate the risk-adjusted performance of QGRW over the past 12 months. Compare its Sharpe and Sortino ratios with those of the S&P 500 and Nasdaq 100. Identify periods of outperformance and assess whether QGRW’s quality-growth tilt contributed to downside protection during recent volatility.”
Bonus use case - You can follow up with:
“Backtest a portfolio combining QGRW with a defensive ETF such as SPLV or QUAL. Measure changes in volatility, drawdown and Sharpe ratio over the past 3 years. Assess whether blending quality-growth and low-volatility ETFs improves overall portfolio risk-return characteristics.”
AI Career Moves: Exciting AI Jobs This Week
Looking for your next opportunity in AI? Explore these standout roles across industries and locations:
🇺🇸 Artificial Intelligence – Assistant Professor – Tallahassee State College
📍 Tallahassee, FL, United States | Full-Time
🔗 View Job Posting🇺🇸 AI Strategic Advisor – Workday
📍 U.S. (Flexible Locations) | Full-Time
🔗 View Job Posting🌐 AI Transformation Lead – Polygon Labs
📍 USA Remote / EMEA Remote | Full-Time
🔗 View Job Posting🇬🇧 Senior Research Fellow – Partnership on AI in Finance, FAIR Programme – Alan Turing Institute
📍 London, United Kingdom | Full-Time
🔗 View Job Posting🇨🇭 Freelance Generative AI Analyst – Umanova
📍 Switzerland (Remote) | Freelance
🔗 View Job Posting🇭🇺 AI Adoption Coordinator – Roche
📍 Budapest, Hungary | Full-Time
🔗 View Job Posting
📩 Feel free to share this list with anyone looking for AI opportunities!
AI in Markets: Key Trends & Upcoming Events
🧮 Britain’s financial regulator partners with Nvidia to launch a Supercharged Sandbox for banks exploring AI
Starting in October, the UK Financial Conduct Authority (FCA) will give early-stage firms access to Nvidia’s AI tools and technical support — aiming to lower barriers around compliance, fraud risk, and data governance in financial AI adoption.
🤖 MIT’s SEAL: LLMs That Self‑Adapt
MIT researchers introduced Self-Adapting LLMs (SEAL), a framework that lets language models generate their own training data and update rules through reinforcement learning. SEAL surpassed GPT‑4.1 on knowledge tasks and reached 72.5% accuracy on abstract reasoning, without human-designed updates.
Stay tuned for next week’s edition, where we’ll explore new AI prompts for deeper sector analysis.
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