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Home » Archives for Sumali Sanyal and Cameron McLennan » Page 5

Systematic Global Equities: Q4 2021 Update: Ringing in the New Year

Systematic Global Equities: Q4 2021 Update: Ringing in the New Year

by Sumali Sanyal and Cameron McLennan | Jan 21, 2022 | Xponance® Insights

US equities were higher in 2021 with the S&P 500 up for a third straight year. There were a number of big themes in focus during the year. Covid vaccinations formed a key piece of the bullish narrative, particularly over the first several months of the year.

Climbing the Wall of Worry: Systematic Global Equities Update

Climbing the Wall of Worry: Systematic Global Equities Update

by Sumali Sanyal and Cameron McLennan | Oct 20, 2021 | Xponance® Insights

The majority of equity indices ended down for the third quarter of 2021 though the S&P 500 put up a positive return for a sixth straight quarter. For most of the quarter, markets performed well against the background of easy financial conditions…

Systematic Global Equities: Q2 2021 Update

Systematic Global Equities: Q2 2021 Update

by Sumali Sanyal and Cameron McLennan | Jul 21, 2021 | Xponance® Insights

Equity markets posted strong returns in the second quarter of 2021 as a substantial decline in U.S. COVID-19 cases combined with a fast-paced economic reopening across the country led to a surge in economic growth that helped stocks rally to new highs over the past three months.

Navigating the ESG Labyrinth

Navigating the ESG Labyrinth

by Sumali Sanyal and Cameron McLennan | Jun 23, 2021 | Xponance® Insights

As ESG (Environmental, Social, and Governance) investing trends have steadily risen, comparing ESG ratings and metrics has become more and more complicated. Over time the process has evolved from a values-based, often exclusionary approach in the 1970s …

Systematic Global Equities: Q1 2021 Update

Systematic Global Equities: Q1 2021 Update

by Sumali Sanyal and Cameron McLennan | Apr 21, 2021 | Xponance® Insights

The year started out on an uncertain note with protestors storming the United States Capitol, emergence of new virus mutations, the uneven distribution of COVID-19 vaccines, and unusual, highly targeted trading activity and stock price manipulation from retail investors involving several companies.

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