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Russell Large Growth Index — New Rules, Same Concentration

Russell Large Growth Index — New Rules, Same Concentration

by mowenllc | Aug 19, 2025 | Quarterly Reports, Xponance<sup>®</sup> Insights

FTSE Russell introduced issuer‑level concentration caps to the Russell U.S. Style indexes in March 2025 to temper mega‑cap dominance while preserving benchmark utility. The post Russell Large Growth Index — New Rules, Same Concentration appeared first on Xponance |...
Machine Learning in Stock Selection: A Refresher

Machine Learning in Stock Selection: A Refresher

by mowenllc | Aug 15, 2025 | Market Outlooks, Quarterly Reports, Xponance<sup>®</sup> Insights

With equity markets producing vast streams of data from corporate fundamentals to market prices, sentiment, and alternative datasets, machine learning offers the ability to uncover subtle, nonlinear relationships that traditional linear factor models might overlook....
U.S. Fixed Income: Q2 2025 Update

U.S. Fixed Income: Q2 2025 Update

by mowenllc | Jul 25, 2025 | Quarterly Reports, Xponance<sup>®</sup> 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

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

by mowenllc | Jul 24, 2025 | Market Outlooks, Quarterly Reports, Xponance<sup>®</sup> 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?

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

by mowenllc | Jul 17, 2025 | Market Outlooks, Quarterly Reports, Xponance<sup>®</sup> 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...
Have EAFE Banks Become the New “Favorite” for Growth Managers?

Have EAFE Banks Become the New “Favorite” for Growth Managers?

by mowenllc | Jun 5, 2025 | Quarterly Reports, Xponance<sup>®</sup> Insights

Non-US banks in developed markets (“EAFE banks”) have quietly emerged as the top-outperforming segments in global equity markets over the past three years (through Q1 2025). This paper explores the fundamental development of EAFE banks over the past decade, dissecting...
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Recent Posts

  • Russell Large Growth Index — New Rules, Same Concentration
  • Machine Learning in Stock Selection: A Refresher
  • 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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