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