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Home » FIS Reasearch

The Price of Distrust ─ Part 2: The Costs of Political Interference at the Fed

The Price of Distrust ─ Part 2: The Costs of Political Interference at the Fed

by Tina Byles Williams and Adam Choppin | Oct 22, 2025 | Market Outlooks, Xponance® Insights

45 years of de facto Fed independence appears increasingly at risk. President Trump has already installed one Fed Governor, is attempting (possibly illegally) to dismiss another, and has triggered market speculation about his ability or willingness to even dismiss the Chairman. What does this mean for markets?

Spreads Say ‘Go’—The Economy Says ‘No’

Spreads Say ‘Go’—The Economy Says ‘No’

by Charles Curry Jr and Noel McElreath | Oct 22, 2025 | Market Outlooks, Xponance® Insights

As we enter the home stretch of 2025, we are struck by the current state of valuations in the fixed income markets. We are particularly struck by the divergence between broad market valuations and the growing weakness in various economic sectors.

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

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

by Sumali Sanyal and Cameron McLennan | Oct 21, 2025 | Market Outlooks, Xponance® Insights

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.

A Regime Shift in Private Equity Returns

A Regime Shift in Private Equity Returns

by Adam Choppin and XAlts Investment Team | Oct 1, 2025 | Market Outlooks, Xponance® Insights

In this piece, we will look into key structural differences within segments of U.S. private equity strategies (with an emphasis on buyout funds) that are likely to become critical return drivers in the coming years in the evolving macroeconomic environment.

Passive Fixed Income…NOT: The Case for Active Fixed Income

Passive Fixed Income…NOT: The Case for Active Fixed Income

by Charles Curry Jr | Oct 1, 2025 | Market Outlooks, Xponance® Insights

In this paper, we begin by examining the differences between equity index construction and fixed income benchmark construction. We then analyze data from the eVestment database to evaluate the performance of the Bloomberg Aggregate index relative to the median active manager.

Machine Learning in Stock Selection: A Refresher

Machine Learning in Stock Selection: A Refresher

by Sumali Sanyal | Aug 15, 2025 | Market Outlooks, Xponance® Insights

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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  • The Price of Distrust ─ Part 2: The Costs of Political Interference at the Fed
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  • A Regime Shift in Private Equity Returns
  • Passive Fixed Income…NOT: The Case for Active Fixed Income

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