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How Do LPs Balance Continued Interest In Private markets
Michael A.B. Orr, Neal Prunier, Alex Band, Vipon Ghai, and Kristin Dacey shared their thoughts on a challenging, but timely topic at SuperReturn North America: How do LPs balance continued interest in private markets while maintaining flexibility for the next shift in...
Signals & Shields: Fixed Income Strategies for a World in Flux
As we enter the second quarter of 2026, geopolitical conditions have shifted meaningfully since our last quarterly review. The post Signals & Shields: Fixed Income Strategies for a World in Flux appeared first on Xponance | Asset Management and...
The 2020s Reboot of “That ‘70s Show”: Decoupling from the Global Hydrocarbon System
We believe the energy supply shocks of the 2020s will ultimately prove no less revolutionary for financial markets than their 50-year-old cousins did. Much like the First and Second World Wars culminated in the localization of steel production, over the next two...
Style Cycles to Core Stability: Investing in Today’s Markets — Q1 2026 Systematic Global Equities Update
Drawing on regime analysis, holdings overlap studies, turnover data, and comparative portfolio scenarios, we show that incorporating a core component delivers comparable or superior risk-adjusted returns while reducing costs, simplifying oversight, and providing the...