In this research note, we decompose 2Q26 fixed income returns, examine how AI-related corporate issuance is changing fixed income indices, offer our initial assessment of new Federal Reserve Chair Kevin Warsh, and discuss our outlook and portfolio positioning for the...
PHILADELPHIA, PA — July 29, 2026 — Xponance Alts Solutions (XAlts), the alternatives subsidiary of Xponance, today announced that Jordan M. Williams, CPA, has joined the firm as a Private Equity Associate. The post Jordan Williams Joins Xponance Alts Solutions as...
After more than thirteen years of large cap dominance, anchored most recently by the AI driven rally in the “Magnificent Seven,” small and midcap U.S. equities have led their large cap peers for four consecutive quarters. The post The Broadening: Why Market Leadership...
Pivotal on New Federal Reserve Chair Kevin Warsh’s reform agenda, is the abandonment of the Federal Reserve’s forward guidance, a multi-decade tradition at the Federal Reserve since the pre-GFC days of Alan Greenspan. In reaction, economists, strategists, and...
Quality investing in developed non-US markets has run into a strong headwind. After more than a decade of durable outperformance, the highest-quality segments of the MSCI EAFE universe lagged sharply over the year ending April 2026, while lower-quality, more cyclical...