Sumali Sanyal, Author at Xponance | Asset Management and Investment https://www.xponance.com/author/sumali-sanyal/ An asset management and investment firm focused on emerging manager strategies Fri, 15 Aug 2025 16:38:16 +0000 en-US hourly 1 https://www.xponance.com/wp-content/uploads/2019/10/Favicon-01-3.png Sumali Sanyal, Author at Xponance | Asset Management and Investment https://www.xponance.com/author/sumali-sanyal/ 32 32 Machine Learning in Stock Selection: A Refresher https://www.xponance.com/machine-learning-in-stock-selection-a-refresher/ Fri, 15 Aug 2025 16:38:10 +0000 ® Insights]]> https://www.xponance.com/?p=243162 With equity markets producing vast streams of data from corporate fundamentals to market prices, sentiment, and alternative datasets, machine learning offers the ability to uncover subtle, nonlinear relationships that traditional linear factor models might overlook.

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]]> Poised for Lift-Off or Facing Turbulence: Q2 2025 Systematic Global Equities Update https://www.xponance.com/poised-for-lift-off-or-facing-turbulence-q2-2025-systematic-global-equities-update/ Thu, 24 Jul 2025 13:55:36 +0000 ® Insights]]> https://www.xponance.com/?p=242979 As we enter the second half of 2025, the next six months are expected to be defined by a slowing global economy, tariff uncertainty, and market volatility.

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]]> A Macroeconomic Perspective: Reserve Currency Status and Persistent Trade Deficits https://www.xponance.com/a-macroeconomic-perspective-reserve-currency-status-and-persistent-trade-deficits/ Wed, 21 May 2025 14:07:22 +0000 ® Insights]]> https://www.xponance.com/?p=242738 Nations whose currencies serve as global reserve currencies enjoy unique benefits but also face structural challenges.

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]]> Systematic Global Equities: Q2 2020 Update https://www.xponance.com/systematic-global-equities-q2-2020-update/ Fri, 24 Jul 2020 22:20:02 +0000 ® Insights]]> https://www.xponance.com/?p=35473 When this year began, no one could have predicted the path we would travel in just six short months. While the first quarter of 2020 was one of the worst on record, the second quarter was one of the best. Equity markets have experienced wild swings...

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]]> Is it Time for a Small Cap Resurgence? https://www.xponance.com/is-it-time-for-a-small-cap-resurgence/ Wed, 10 Jun 2020 15:26:36 +0000 ® Insights]]> https://www.xponance.com/?p=35299 The recent past has seen extreme divergence in the performance of small cap stocks versus their large cap counterparts. We take a closer look at this underperformance and discuss the impact of different market environments on the returns generated by small cap stocks. ...

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]]> The Xponance® Point of View:  ESG and COVID-19 https://www.xponance.com/the-xponance-point-of-view-esg-and-covid-19/ Wed, 06 May 2020 14:39:19 +0000 ® Insights]]> https://www.xponance.com/?p=35159 Our employee-owned firm, Xponance®, is led by an experienced team of women and diverse professionals with a shared passion to act in good conscience for our clients, communities and each other. As part of this mission, we take environmental, social and governance (ESG) issues seriously.

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]]> Systematic Global Equities: Q1 2020 Update https://www.xponance.com/systematic-global-equities-q1-2020-update/ Mon, 27 Apr 2020 05:45:14 +0000 ® Insights]]> https://www.xponance.com/?p=35030 The new decade of 2020 began in an unprecedented way. There were two distinct phases to the first quarter of the year. The first was characterized by an equity market surging to all-time highs despite concerns about a manufacturing slowdown, geopolitical tensions, and US political uncertainty.

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]]> What’s Driving ESG Returns – A Look Under the Hood https://www.xponance.com/whats-driving-esg-returns-a-look-under-the-hood/ Wed, 01 Apr 2020 04:01:07 +0000 ® Insights]]> https://www.xponance.com/?p=34621 The post What’s Driving ESG Returns – A Look Under the Hood appeared first on Xponance | Asset Management and Investment.

]]> The Sweet Spot in the US Equity Markets – Part 3 https://www.xponance.com/the-sweet-spot-in-the-us-equity-markets-part-3/ Tue, 10 Mar 2020 00:48:34 +0000 ® Insights]]> https://www.fisgroup.com/?p=3254 In the last post in this series, we update and expand on our analysis to explore the impact of rising and falling interest rates on the performance of various capitalization tranches. Finally, we now look at the performance of the “Sweet Spot” in different interest rate regimes.

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]]> The Sweet Spot in the US Equity Markets – Part 2 https://www.xponance.com/the-sweet-spot-in-the-us-equity-markets-part-2/ Wed, 12 Feb 2020 06:46:53 +0000 https://www.fisgroup.com/?p=3116 In our previous post, we sought to identify and quantify the investment opportunity or edge within various market capitalization segments.  We found that the top 1000 names in the Russell 2500 benchmark constitute a sweet spot across the entire Russell 3000. 

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