by Thomas Quinn | Adam Choppin | Oct 13, 2022 | Xponance® Insights
Geopolitical uncertainty, war, and commodity price shocks have been the headline talking points for the industry in 2022. These certainly contributed to the current stagflationary pressures in the market, however, …
by Thomas Quinn | Adam Choppin | May 2, 2022 | Xponance® Insights
Q1 2022 saw the largest one quarter outperformance of international value in twenty years, and yet 93% of international value managers underperformed the international value benchmark.1 While the disruption of commodity markets from the invasion of Ukraine led to outsized returns in commodity sensitive stocks …
