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Home » FIS Reasearch » Market Outlooks » Page 3

What? Me Worry? Geopolitics in the Age of Fiscal Largesse

What? Me Worry? Geopolitics in the Age of Fiscal Largesse

by Tina Byles Williams | Jul 25, 2024 | Market Outlooks, Xponance® Insights

The summer of 2024 threatens to ignite transnational conflict with an unprecedented array of flashpoints never seen in the modern world.

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

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

by Sumali Sanyal and Cameron McLennan | Jul 25, 2024 | Market Outlooks, Xponance® Insights

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.

Navigating the Economic Landscape in Mid-2024: The Only Certainty is Uncertainty: Q2 2024 Fixed Income Update

Navigating the Economic Landscape in Mid-2024: The Only Certainty is Uncertainty: Q2 2024 Fixed Income Update

by Charles Curry Jr and Noel McElreath | Jul 25, 2024 | Market Outlooks, Xponance® Insights

As we reach the midpoint of 2024, the economy grapples with familiar question that has persisted over the past couple of years. When will the substantial increase in interest rates significantly impact economic conditions?

This Time Is Different in Japan: Part 2: Q1 2024 Multi-Manager Platform Update

This Time Is Different in Japan: Part 2: Q1 2024 Multi-Manager Platform Update

by Tracy Cao | May 2, 2024 | Market Outlooks, Xponance® Insights

There is reason to be bullish on Japanese equities, due to market reforms and interventions over the past decade. In this note, we will recap those reforms we see as most relevant for global stock pickers, followed by insights from a selection of our high conviction boutique managers.

Shifting Market Narratives Forecast Smooth Sailing Despite Gathering Storm Clouds: Q1 2024 Fixed Income Update

Shifting Market Narratives Forecast Smooth Sailing Despite Gathering Storm Clouds: Q1 2024 Fixed Income Update

by Charles Curry Jr and Noel McElreath | Apr 24, 2024 | Market Outlooks, Xponance® Insights

As we close the books on the first quarter of 2024, we are once again struck by the contradiction between careful data analysis and changing narratives regarding market direction.

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

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

by Sumali Sanyal and Cameron McLennan | Apr 24, 2024 | Market Outlooks, Xponance® Insights

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.

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