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Multi-Manager Platform: Q4 2022 Update: International Equities: Is It Time to Get Small?

by mowenllc | Jan 20, 2023 | Quarterly Reports

We delve into this opportunity by dissecting the fundamental differences between large and small-cap indices to see if this appears to be a buying opportunity or a fair repricing given the current environment. The post Multi-Manager Platform: Q4 2022 Update:...

Systematic Global Equities: Q4 2022 Update: Fork in the Road

by mowenllc | Jan 18, 2023 | Quarterly Reports

As we move forward into 2023, what happens in financial markets will be determined by the interplay of two primary factors – inflation and economic growth. The post Systematic Global Equities: Q4 2022 Update: Fork in the Road appeared first on Xponance | Asset...

U.S. Fixed Income: Q4 2022 Update

by mowenllc | Jan 18, 2023 | Quarterly Reports

For each of the first three quarters of 2022, we spent the opening paragraph of this piece finding new and interesting ways to describe just how bad fixed income performance was, across all sectors and tenors. Yet despite capping one of the worst years for fixed...

Multi-Manager Platform: Q4 2022 Update: International Equities: Is It Time to Get Small?

Systematic Global Equities: Q4 2022 Update: Fork in the Road

U.S. Fixed Income: Q4 2022 Update

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