Recent Insights & News
Tight Spreads, Big Changes: Navigating Credit Selection, AI Issuance, and a New Federal Reserve
In this research note, we decompose 2Q26 fixed income returns, examine how AI-related corporate issuance is changing fixed income indices, offer our initial assessment of new Federal Reserve Chair Kevin Warsh, and discuss our outlook and portfolio positioning for the remainder of the year.
The Broadening: Why Market Leadership Is Shifting Down the Cap Spectrum
After more than thirteen years of large cap dominance, anchored most recently by the AI driven rally in the “Magnificent Seven,” small and midcap U.S. equities have led their large cap peers for four consecutive quarters.
The Xponance® Story
Jordan Williams Joins Xponance Alts Solutions as Private Equity Associate
PHILADELPHIA, PA — July 29, 2026 — Xponance Alts Solutions (XAlts), the alternatives subsidiary of Xponance, today announced that Jordan M. Williams, CPA, has joined the firm as a Private Equity Associate.