by Tina Byles Williams | Jan 18, 2019 | Market Outlooks
Each year we begin our Q1 market outlook by holding ourselves to account for the results of the previous year’s macro strategy calls. We then give a detailed overview of what we see as the chief headwinds…
by Tina Byles Williams | Oct 23, 2018 | Market Outlooks
Following the imposition of a second round of tariffs on Chinese goods and China’s concomitant imposition of retaliatory tariffs, we are – by nearly any reasonable definition of a trade war – in the heart of one at this time. There is good reason to...
by Tina Byles Williams | Aug 29, 2018 | FIS Press Releases, Xponance® Press Release 2018
Press Release PHILADELPHIA, PA, August 29, 2018 – FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today announced that it has been recognized with Top Guns status by Informa Investment...
by Tina Byles Williams | Jul 24, 2018 | FIS Press Releases, Xponance® Press Release 2018
Press Release PHILADELPHIA, PA, July 23, 2018 – FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today issued its latest Q3 2018 Market Outlook, ‘A Final Melt-Up.’ In the context of a strong U.S. dollar, the...
by Tina Byles Williams | Jul 20, 2018 | Market Outlooks
At its half-way mark, 2018 has been a tough year to make money. Investors have lost money on US investment grade bonds, on emerging debt, on US Treasuries, on European bonds, and on pretty much every major global equity market. Towards the end of the second quarter,...
by Tina Byles Williams | Jul 17, 2018 | FIS Press Releases, Xponance® Press Release 2018
Press Release PHILADELPHIA, PA, July 16, 2018 – FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today published its latest issue of ForesIghtS, ‘The Hidden Risk in a Portfolio: Crowded Trades.’...
by Tina Byles Williams | Jul 10, 2018 | FIS Foresights
FORESIGHT | FIS VIEWS Crowded trade risks, while often unappreciated by investors, can be real and significant. They can be viewed as a byproduct of the immense proliferation of index and index-like products. While these products meet important investor needs, their...
by Tina Byles Williams | Jun 14, 2018 | FIS Group In the News
FIS In the News Emerging Manager Monthly’s recent article, FIS Expands Into Direct Management With Piedmont Acquisition – covers the recent acquisition of Piedmont Investment Advisors, LLC, an institutional investment firm. “Emerging...
by Tina Byles Williams | Jun 6, 2018 | FIS Press Releases, Xponance® Press Release 2018
Press Release PHILADELPHIA, PA, June 6, 2018 – FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today announced that it has been recognized with Top Guns status by Informa Investment Solutions’ PSN,...
by Tina Byles Williams | May 23, 2018 | FIS Press Releases, Xponance® Press Release 2018
Press Release PHILADELPHIA, PA, May 23, 2018 – FIS Group, which offers global developed, emerging and frontier markets equity portfolio strategies through manager of manager portfolios, announced today that it is acquiring Piedmont Investment Advisors, LLC, an...
by Tina Byles Williams | May 14, 2018 | FIS Press Releases, Xponance® Press Release 2018
Press Release PHILADELPHIA, PA, Monday, May 14, 2018 – FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, is pleased to announce that Robert Morier has joined the firm as a senior vice president of sales and...
by Tina Byles Williams | Apr 30, 2018 | Market Outlooks
So far, three of the four main themes for 2018 that we shared in January’s report – more aggressive Fed rate hikes, mean reversion of low vol, and geopolitical risks from Trump’s foreign and trade policy – appear on track and our Q1 positioning...
by Tina Byles Williams | Apr 17, 2018 | FIS Foresights
FORESIGHT | FIS VIEWS Our latest Foresight’s research paper, explores our assertion that President Trump’s objective is not a full-blown trade war, but an attempt to renegotiate the U.S.’s trade package with China and to stymie China’s goal of...
by Tina Byles Williams | Apr 6, 2018 | FIS Foresights
FORESIGHT | FIS VIEWS This month’s Foresights report, ” Profiting from MSCI Reclassifications: Oases of Alpha or Mirages in the Desert?”, is our critique of the CFA’s Institute’s Financial Analyst Journal article, “Investing in the...
by Tina Byles Williams | Feb 6, 2018 | FIS Press Releases, Xponance® Press Release 2018
Press Release PHILADELPHIA, PA, January 30, 2018 – FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today issued its 2018 Frontier Markets Outlook, which provides predictions for frontier markets in the year...
by Tina Byles Williams | Feb 1, 2018 | Market Outlooks
The 2018 frontier markets outlook provides predictions for frontier markets in the year ahead, including Argentina, Vietnam, frontier Europe, the Middle East and sub-Saharan Africa. Frontier markets surged in 2017, mostly driven by a PE re-rating in the market.We...
by Tina Byles Williams | Jan 31, 2018 | Webinars
Video and Webinar | Outlook https://xponance.com/wp-content/uploads/2018/01/FIS-Group-2018-Q1-Market-Outlook-LQ.mp4 ...
by Tina Byles Williams | Jan 16, 2018 | FIS Press Releases, Xponance® Press Release 2018
Press Release PHILADELPHIA, PA, January 12, 2018 – FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today issued its latest Q1 2018 Market Outlook, ‘Goldilocks need not fear the bear in 2018… but her respite...
by Tina Byles Williams | Jan 11, 2018 | Market Outlooks
Market Outlook As we turn the page to 2018, there are a few obvious clouds on the horizon for the world economy; however, we expect 2018 to be a transition year. Stretched valuations and extremely low volatility imply that risk assets are vulnerable to the consensus...
by Tina Byles Williams | Jan 11, 2018 | FIS Foresights
FORESIGHT | FIS VIEWS ‘Chinese Tech Stocks – Is the Party Over?’ discusses whether the boom in Chinese tech stocks will last. In 2017, Chinese tech stocks soared, essentially doubling in value during the year and outperforming the MSCI Emerging Markets (EM) Index by...
by Tina Byles Williams | Nov 27, 2017 | FIS Press Releases, Xponance® Press Release Previous
Press Release FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today announced that it has been recognized with Top Guns status by Informa Investment Solutions’ PSN, the longest running investment...
by Tina Byles Williams | Nov 21, 2017 | FIS Press Releases, Xponance® Press Release Previous
Press Release Boutique and smaller investment managers will bear the brunt of regulatory costs PHILADELPHIA, PA, November 21, 2017 – FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today issued its latest...
by Floyd Simpson | Nov 15, 2017 | Market Insights Alerts
FIS Group has focused on sourcing and evaluating small boutique managers, including minority and women-owned firms, for over 21 years. Our research product includes monitoring the industry environment, and how it impacts these firms. The Markets in Financial...
by Tina Byles Williams | Nov 15, 2017 | FIS Press Releases, Xponance® Press Release Previous
Press Release FIS Group uses quantitative screening method to more accurately predict top quintile managers PHILADELPHIA, PA, November 15, 2017 – FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today...
by Tina Byles Williams | Nov 2, 2017 | FIS Foresights
FORESIGHT | FIS VIEWS I beg your pardon, I never promised you a rose garden…” — chorus from Lynn Anderson’s 1970 chart-topping country hit We thought we’d use the latest FIS Foresights to introduce our findings from a 5-year research effort to evaluate the...
by Tina Byles Williams | Oct 13, 2017 | Market Outlooks
Market Outlook Our Q4 Market Outlook includes: A recap of Q3 global equity markets, and why we think the “Goldilocks” environment will continue to fuel pricing into mid-2018 The key risks to the global bull market going into 2018 that we think call for...
by Tina Byles Williams | Sep 25, 2017 | FIS Foresights
FORESIGHT | FIS VIEWS In this issue, we discuss what may be the key to predicting the future of the world’s developed and developing economies: the intersection of demographics and technology. We hope our commentary will ignite further conversation around how some...
by Tina Byles Williams | Aug 22, 2017 | Market Insights Alerts
The global integration of Chinese equity markets portend a significant structural transformation in the way allocators and managers approach global emerging markets investing over the next five years. In this next Market Insight Alert, we look at: The future...
by Tina Byles Williams | Aug 8, 2017 | FIS Foresights
FORESIGHT | FIS VIEWS In the August Foresights, we use Michael Lewis’ latest book, The Undoing Project, as a launching pad to review the evolution of Behavioral Economics and Investing. This piece discusses 4 classic behavioral biases and how they evade detection....
by Tina Byles Williams | Jul 14, 2017 | Market Outlooks
Market Outlook | Papers Article Summary As global equity markets continue their rise, here is our Q3 Market Outlook report “Full Steam Ahead”. This issue includes: The Q2 global equity market recap FIS Group’s global country and sector positioning...
