Market Insights Alerts Archives - Xponance | Asset Management and Investment https://www.xponance.com/category/reasearch/market-insights-alerts/ An asset management and investment firm focused on emerging manager strategies Mon, 13 Apr 2020 15:18:23 +0000 en-US hourly 1 https://www.xponance.com/wp-content/uploads/2019/10/Favicon-01-3.png Market Insights Alerts Archives - Xponance | Asset Management and Investment https://www.xponance.com/category/reasearch/market-insights-alerts/ 32 32 COVID-19 Is a Stress Test Exposing Structural Hurdles in Both Our Financial System and Society https://www.xponance.com/title-covid-19-is-a-stress-test-exposing-structural-hurdles-in-both-our-financial-system-and-society/ Fri, 20 Mar 2020 14:18:48 +0000 ® Insights]]> https://www.fisgroup.com/?p=3275 We are in strange and scary times. We are at war with a virus which is all the more deadly in that it cannot be easily discerned but it is metastasizing geometrically. Moreover, COVID-19 and the measures required to contain...

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]]> 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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]]> Will U.S. Equities Continue to Trounce Non-U.S. Equities? https://www.xponance.com/will-u-s-equities-continue-to-trounce-non-u-s-equities/ Fri, 14 Feb 2020 17:36:54 +0000 https://www.fisgroup.com/?p=3205 For global equity investors, the decade ending on December 31, 2019 was undoubtedly the American decade.  The performance of U.S. equities more than doubled and in many cases tripled other countries and regions such as emerging markets...

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]]> Microbes, Markets, and the Dragon https://www.xponance.com/microbes-markets-and-the-dragon/ Fri, 14 Feb 2020 15:53:47 +0000 https://www.fisgroup.com/?p=3137 The coronavirus outbreak in China, named COVID-19 by WHO, is understandably dominating news coverage and depressing Chinese risk plays. Since 12/9/2019 when the first coronavirus case was announced from the City of Wuhan, confirmed cases have risen rapidly to over 40,000 as of this report.

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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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]]> Impacts of a Rejuvenating Workforce https://www.xponance.com/impacts-of-a-rejuvenating-workforce/ Mon, 10 Feb 2020 06:48:51 +0000 https://www.fisgroup.com/?p=3104 As the secular bull market in long term treasury bonds approaches its 40th year, the consensus around falling interest rates has morphed from a shared opinion to an accepted reality.  Reputations and fortunes have been made and lost by adherents and skeptics respectively. 

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]]> The Sweet Spot in the US Equity Markets: Part 1 https://www.xponance.com/the-sweet-spot-in-the-us-equity-markets-part-1/ Tue, 14 Jan 2020 06:11:41 +0000 https://www.fisgroup.com/?p=3062 The US equity markets exhibit observable biases over time, alternately favoring one group of stocks over others:  large cap vs. small cap; value vs. growth; defensive vs. dynamic; sector rotation, etc. We questioned whether there was a longer term benefit to favoring one group of stocks over the others.

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]]> Stories from Shanghai and the Mobile Payments in China https://www.xponance.com/stories-from-shanghai-and-the-mobile-payments-in-china/ Wed, 04 Dec 2019 06:56:13 +0000 https://www.fisgroup.com/?p=3030 China has a long history of pioneering revolutionary change in payments. Coins dating from at least 700 BC have now been found in China, making it the first place in the world (that we know of) to issue coins. 

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]]> Monetary Policy at the end of the Road? https://www.xponance.com/monetary-policy-at-the-end-of-the-road/ Mon, 02 Dec 2019 06:45:16 +0000 https://www.fisgroup.com/?p=3025 The post Monetary Policy at the end of the Road? appeared first on Xponance | Asset Management and Investment.

]]> A Tale of Two Styles: Value and Growth – Part 3 https://www.xponance.com/a-tale-of-two-styles-value-and-growth-part-3/ Mon, 28 Oct 2019 05:24:28 +0000 https://www.fisgroup.com/?p=2945 Yields have fallen precipitously since 2018 on weaker economics, driving Momentum stock leadership, and the underperformance of Value and more-shorted names. These trends reversed in September on positive macro headlines and a pickup in yields. 

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