Sumali Sanyal and Cameron McLennan, Author at Xponance | Asset Management and Investment

Can Equity Markets Keep Defying Gravity? Q3 2025 Systematic Global Equities Update

Sumali Sanyal and Cameron McLennan — Tue, 21 Oct 2025 17:10:39 +0000

In this environment, investors should balance exposure between the structural tailwinds of AI and the cyclical vulnerabilities of an economy still walking a fine line between expansion and slowdown.

The post Can Equity Markets Keep Defying Gravity? Q3 2025 Systematic Global Equities Update appeared first on Xponance | Asset Management and Investment.

The Only Certainty Is Uncertainty: Systematic Global Equities Q1 2025 Update

Sumali Sanyal and Cameron McLennan — Tue, 22 Apr 2025 15:39:27 +0000

The opening quarter of 2025 was a roller coaster ride for investors, beginning with optimism but ending with considerable turmoil.

The post The Only Certainty Is Uncertainty: Systematic Global Equities Q1 2025 Update appeared first on Xponance | Asset Management and Investment.

Change at the Top: Economic and Equity Market Implications: Systematic Global Equities Q4 2024 Update

Sumali Sanyal and Cameron McLennan — Wed, 15 Jan 2025 20:32:46 +0000

U.S. stock markets experienced positive performance in 2024, and that trend is expected to continue in 2025. However, 2025 also has the potential to experience increased market volatility and shifting trends due to policy changes from the incoming administration combined with uncertainty about inflation and global economic conditions.

The post Change at the Top: Economic and Equity Market Implications: Systematic Global Equities Q4 2024 Update appeared first on Xponance | Asset Management and Investment.

Time For a Resurgence in the Performance of SMID Cap & Small Cap Companies

Sumali Sanyal and Cameron McLennan — Thu, 05 Sep 2024 15:09:51 +0000

Large Cap companies have dominated their smaller brethren since the end of the Great Financial Crisis in 2008. After the economy started recovering from the crisis in 2009, market leadership was initially powered by small names but as the recovery stabilized, larger names started to gather strength and have been on a tear since. With more than 13 years of large cap leadership on the books, it may be time for a change.

The post Time For a Resurgence in the Performance of SMID Cap & Small Cap Companies appeared first on Xponance | Asset Management and Investment.

AI’s Power Surge: Systematic Global Equities Q2 2024 Update

Sumali Sanyal and Cameron McLennan — Thu, 25 Jul 2024 15:36:18 +0000

In this update, we begin by reviewing the state of the economy as we enter the second half of the year. We then pivot to discussing the potential impact of Artificial Intelligence (AI) on the Utilities sector and the performance of the Technology sector, driven by ongoing AI trends.

The post AI’s Power Surge: Systematic Global Equities Q2 2024 Update appeared first on Xponance | Asset Management and Investment.

Systematic Global Equities: Q1 2024 Update: Balancing on a Tightrope

Sumali Sanyal and Cameron McLennan — Wed, 24 Apr 2024 14:46:52 +0000

As we enter the second quarter of the year, market participants appear to be performing a balancing act on a tightrope amidst the crosscurrents of the macroeconomic data flow.

The post Systematic Global Equities: Q1 2024 Update: Balancing on a Tightrope appeared first on Xponance | Asset Management and Investment.

S&P 500 Value Rebalance: Everything Value Is Growth Again

Sumali Sanyal and Cameron McLennan — Fri, 01 Mar 2024 15:52:22 +0000

This post builds on the analysis of the 2022 rebalance, examining the S&P 500 Value Index's December 15, 2023 rebalance to assess trends and methodologies. High turnover and major sector and risk factor exposure shifts can impact both passive and active strategies, potentially increasing costs and requiring careful risk management.

The post S&P 500 Value Rebalance: Everything Value Is Growth Again appeared first on Xponance | Asset Management and Investment.

Systematic Global Equities: Q4 2023 Update

Sumali Sanyal and Cameron McLennan — Wed, 24 Jan 2024 20:46:40 +0000

As 2023 drew to a close, the financial markets began to manifest the early signs of a soft-landing scenario, marked by a robust rally in equity markets in the fourth quarter, showcasing double-digit gains. This period was characterized by broadening of market strength, with notable outperformance by small-cap stocks, heavily shorted names, lower-quality companies, unprofitable tech, and a mix of long-duration, meme, cyclical, and value stocks.

The post Systematic Global Equities: Q4 2023 Update appeared first on Xponance | Asset Management and Investment.

Systematic Global Equities: Q3 2023 Update

Sumali Sanyal and Cameron McLennan — Mon, 23 Oct 2023 19:51:06 +0000

The key question going into the final quarter of 2023 and glancing towards 2024, is whether U.S. consumers, that account for roughly two-thirds of its total activity, will continue to keep the economy afloat.

The post Systematic Global Equities: Q3 2023 Update appeared first on Xponance | Asset Management and Investment.

Shades of Value: Navigating the Nuances of Value Index Differences

Sumali Sanyal and Cameron McLennan — Tue, 29 Aug 2023 17:32:07 +0000

In this update we review the results of the most recent Russell 1000 Large Cap Value annual Style Index rebalance that occurred on June 23rd. We also compare the exposures of the Russell 1000 Value index versus the S&P 500 Value index at 06/30/23 and consider the potential impact of factor and sector differences between the indexes on investors targeting large cap value exposure.

The post Shades of Value: Navigating the Nuances of Value Index Differences appeared first on Xponance | Asset Management and Investment.