by Sumali Sanyal and Cameron McLennan | Oct 20, 2021 | Xponance® Insights
The majority of equity indices ended down for the third quarter of 2021 though the S&P 500 put up a positive return for a sixth straight quarter. For most of the quarter, markets performed well against the background of easy financial conditions…
by Sumali Sanyal and Cameron McLennan | Jul 21, 2021 | Xponance® Insights
Equity markets posted strong returns in the second quarter of 2021 as a substantial decline in U.S. COVID-19 cases combined with a fast-paced economic reopening across the country led to a surge in economic growth that helped stocks rally to new highs over the past three months.
by Sumali Sanyal and Cameron McLennan | Jun 23, 2021 | Xponance® Insights
As ESG (Environmental, Social, and Governance) investing trends have steadily risen, comparing ESG ratings and metrics has become more and more complicated. Over time the process has evolved from a values-based, often exclusionary approach in the 1970s …
by Sumali Sanyal and Cameron McLennan | Apr 21, 2021 | Xponance® Insights
The year started out on an uncertain note with protestors storming the United States Capitol, emergence of new virus mutations, the uneven distribution of COVID-19 vaccines, and unusual, highly targeted trading activity and stock price manipulation from retail investors involving several companies.
by Sumali Sanyal and Cameron McLennan | Feb 1, 2021 | Xponance® Insights
Although equity markets have been steadily rising, quantitative strategies have found it challenging to beat broad market indices, especially for the past three years. A number of macro catalysts, most notably, the ongoing coronavirus pandemic, have created …