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Persistence of the Nimble: Understanding Boutique Manager Alpha
Boutique investment managers have durable structural advantages that can lead to enhanced alpha generation. The post Persistence of the Nimble: Understanding Boutique Manager Alpha appeared first on Xponance | Asset Management and Investment.
The Price of Distrust ─ Part 2: The Costs of Political Interference at the Fed
45 years of de facto Fed independence appears increasingly at risk. President Trump has already installed one Fed Governor, is attempting (possibly illegally) to dismiss another, and has triggered market speculation about his ability or willingness to even dismiss the...
Spreads Say ‘Go’—The Economy Says ‘No’
As we enter the home stretch of 2025, we are struck by the current state of valuations in the fixed income markets. We are particularly struck by the divergence between broad market valuations and the growing weakness in various economic sectors. The post Spreads Say...