U.S. Fixed Income: Q1 2022 Update
As we close what has been among the most tumultuous quarters in fixed income history, we are struck by the fact that we are about to discuss interest rate moves and total returns of historic magnitude. Unfortunately, the past two years have led us to utter similar statements rather often.
Systematic Global Equities: Q1 2022 Update: Rough Seas Ahead
US equities came under pressure in the first quarter of 2022 with the S&P 500 suffering its first quarterly decline since the depths of the pandemic in March 2020. While the Fed’s hawkish policy pivot dominated the headlines …
Investment Firm Xponance Helps Asset Allocators Identify Skillful Managers With FinTech Application Aapryl
David Andrade, Chief Technology Officer of Xponance and General Manager of Aapryl, spoke about how technology can make the investment manager selection process more efficient with Wei-Shen Wong of WatersTechnology.
The Bane of the Boutique Manager – Structural Opportunities in Small Portfolios
In a perfect world (for boutique managers), investment talent and execution would be enough. The best managers would prove their worth through performance, and allocations would follow.
Asset Allocation During Challenging Geopolitical Times
Like many global investment managers, we have been asked by asset owners, their consultants, and the media about our exposure to Russia as well as our perspective on the investment impact of Russia’s invasion of Ukraine.
Alpha Opportunities in Small Cap
View PDF | Print VersionThere has been a long-standing belief that the small-cap universe offers greater opportunity for active management to add value relative to a capitalization weighted benchmark than is the case for the large-cap universe. We compare the alpha...