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Fixed Income Market Year in Review and 2026 Outlook

Fixed Income Market Year in Review and 2026 Outlook

by mowenllc | Jan 27, 2026 | Market Outlooks, Quarterly Reports, Xponance<sup>®</sup> Insights

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. The post Fixed Income Market Year in Review and 2026 Outlook appeared...
Latam Markets in 2026: Revolution, Revelation, or Reversion?

Latam Markets in 2026: Revolution, Revelation, or Reversion?

by mowenllc | Jan 26, 2026 | Market Outlooks, Quarterly Reports, Xponance<sup>®</sup> Insights

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? The post Latam Markets in...
How AI Is Rewriting Capital Efficiency, Profitability and Valuation: Q4 2025 Systematic Global Equities Update

How AI Is Rewriting Capital Efficiency, Profitability and Valuation: Q4 2025 Systematic Global Equities Update

by mowenllc | Jan 26, 2026 | Market Outlooks, Quarterly Reports, Xponance<sup>®</sup> Insights

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 The post How AI Is Rewriting Capital Efficiency, Profitability and...

Recent Posts

  • Fixed Income Market Year in Review and 2026 Outlook
  • Latam Markets in 2026: Revolution, Revelation, or Reversion?
  • How AI Is Rewriting Capital Efficiency, Profitability and Valuation: Q4 2025 Systematic Global Equities Update
  • Xponance Celebrates Six Years of Recognition in Pensions & Investments’ Best Places to Work in Money Management
  • Persistence of the Nimble: Understanding Boutique Manager Alpha

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