Xponance | Asset Management and Investment https://www.xponance.com/ An asset management and investment firm focused on emerging manager strategies Mon, 27 Apr 2026 17:20:05 +0000 en-US hourly 1 https://www.xponance.com/wp-content/uploads/2019/10/Favicon-01-3.png Xponance | Asset Management and Investment https://www.xponance.com/ 32 32 A Conversation With Marquette Chester And A.B Orr Of Xalts With GP Stakes News https://www.xponance.com/a-conversation-with-marquette-chester-and-a-b-orr-of-xalts-with-gp-stakes-news/ Mon, 27 Apr 2026 17:19:59 +0000 https://www.xponance.com/?p=244036 For our next interview, we spoke with a GP Stakes firm that brings a genuinely differentiated lens to the space: Xponance Alts Solutions (“XAlts”), the alternatives investment platform of Xponance—a firm celebrating its 30th anniversary in 2026.

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]]> How Do LPs Balance Continued Interest In Private markets https://www.xponance.com/how-do-lps-balance-continued-interest-in-private-markets/ Mon, 27 Apr 2026 17:01:15 +0000 https://www.xponance.com/?p=244027 Michael A.B. Orr, Neal Prunier, Alex Band, Vipon Ghai, and Kristin Dacey shared their thoughts on a challenging, but timely topic at SuperReturn North America: How do LPs balance continued interest in private markets while maintaining flexibility for the next shift in the cycle?

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]]> Signals & Shields: Fixed Income Strategies for a World in Flux https://www.xponance.com/signals-shields-fixed-income-strategies-for-a-world-in-flux/ Thu, 23 Apr 2026 14:35:29 +0000 ® Insights]]> https://www.xponance.com/?p=244002 As we enter the second quarter of 2026, geopolitical conditions have shifted meaningfully since our last quarterly review.

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]]> The 2020s Reboot of “That ‘70s Show”: Decoupling from the Global Hydrocarbon System https://www.xponance.com/the-2020s-reboot-of-that-70s-show-decoupling-from-the-global-hydrocarbon-system/ Fri, 17 Apr 2026 15:39:11 +0000 ® Insights]]> https://www.xponance.com/?p=243975 We believe the energy supply shocks of the 2020s will ultimately prove no less revolutionary for financial markets than their 50-year-old cousins did. Much like the First and Second World Wars culminated in the localization of steel production, over the next two decades, we believe that the shocks of the 2020s will accelerate the use of alternative energy sources for economically critical energy needs.

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]]> Style Cycles to Core Stability: Investing in Today’s Markets — Q1 2026 Systematic Global Equities Update https://www.xponance.com/style-cycles-to-core-stability-investing-in-todays-markets-q1-2026-systematic-global-equities-update/ Thu, 16 Apr 2026 19:32:01 +0000 ® Insights]]> https://www.xponance.com/?p=243953 Drawing on regime analysis, holdings overlap studies, turnover data, and comparative portfolio scenarios, we show that incorporating a core component delivers comparable or superior risk-adjusted returns while reducing costs, simplifying oversight, and providing the flexibility to allocate across the full valuation spectrum within a single mandate.

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]]> AI, Capital Intensity, and Why Climate Indices Have Diverged https://www.xponance.com/ai-capital-intensity-and-why-climate-indices-have-diverged/ Wed, 04 Mar 2026 18:29:29 +0000 ® Insights]]> https://www.xponance.com/?p=243712 Climate-aligned equity indices have faced a challenging start to 2026. To better understand the drivers of this divergence, we analyzed the performance of the MSCI USA Climate Paris-Aligned Benchmark (PAB) Index relative to its parent MSCI USA Index across sector, style, emissions, and asset-intensity dimensions.

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]]> Fixed Income Market Year in Review and 2026 Outlook https://www.xponance.com/fixed-income-market-year-in-review-and-2026-outlook/ Tue, 27 Jan 2026 14:34:39 +0000 ® Insights]]> https://www.xponance.com/?p=243650 In the wake of a particularly robust year for fixed income returns across sectors—with notably little differentiation between them—it is instructive to examine return patterns over the prior decade.

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]]> Latam Markets in 2026: Revolution, Revelation, or Reversion? https://www.xponance.com/latam-markets-in-2026-revolution-revelation-or-reversion/ Mon, 26 Jan 2026 19:07:41 +0000 ® Insights]]> https://www.xponance.com/?p=243628 After a historic year of outperformance, what’s next for Latin American markets in 2026? Will these traditional “hot money” markets give back their gains or is this a turning point for these former investor darlings turned market minnows?

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]]> How AI Is Rewriting Capital Efficiency, Profitability and Valuation: Q4 2025 Systematic Global Equities Update https://www.xponance.com/how-ai-is-rewriting-capital-efficiency-profitability-and-valuation-q4-2025-systematic-global-equities-update/ Mon, 26 Jan 2026 16:30:14 +0000 ® Insights]]> https://www.xponance.com/?p=243581 From Technology Giants to Industrial Titans, Big Tech is transitioning from a world of capital-light economics to one defined by physical scale, infrastructure intensity, and resource constraints

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]]> Xponance Celebrates Six Years of Recognition in Pensions & Investments’ Best Places to Work in Money Management https://www.xponance.com/xponance-celebrates-six-years-of-recognition-in-pensions-investments-best-places-to-work-in-money-management/ Mon, 08 Dec 2025 11:00:44 +0000 ® Press Release]]> https://www.xponance.com/?p=243516 The post Xponance Celebrates Six Years of Recognition in Pensions & Investments’ Best Places to Work in Money Management appeared first on Xponance | Asset Management and Investment.

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