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U.S. Fixed Income: Q2 2025 Update

by mowenllc | Jul 25, 2025 | Quarterly Reports, Xponance® Insights

Despite the relative calm in markets, Q2 2025 was undeniably a roller coaster. The quarter opened with volatility fueled by “Liberation Day” tariffs and closed on a more composed financial note—though uncertainty around international trade policy remains unresolved....

Poised for Lift-Off or Facing Turbulence: Q2 2025 Systematic Global Equities Update

by mowenllc | Jul 24, 2025 | Market Outlooks, Quarterly Reports, Xponance® Insights

As we enter the second half of 2025, the next six months are expected to be defined by a slowing global economy, tariff uncertainty, and market volatility. The post Poised for Lift-Off or Facing Turbulence: Q2 2025 Systematic Global Equities Update appeared first on...

The Price of Distrust: How Much Downside Could There Be in U.S. Equities?

by mowenllc | Jul 17, 2025 | Market Outlooks, Quarterly Reports, Xponance® Insights

For the past 15 years, global investors’ default positioning was to hold U.S. Dollars as the most obvious choice of non-domestic currencies (and maybe most obvious overall choice) and when investing outside their own equity markets, to look first to the U.S. The post...

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U.S. Fixed Income: Q2 2025 Update

Poised for Lift-Off or Facing Turbulence: Q2 2025 Systematic Global Equities Update

The Price of Distrust: How Much Downside Could There Be in U.S. Equities?

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