by Thomas Quinn | Jul 27, 2023 | Market Outlooks, Xponance® Insights
In a paper entitled Generative AI – Hope, Hubris, or Harrowing, our CIO, Tina Byles Williams, explored the medium to long-term effects of Generative AI on the economy, financial markets, and broader society. The task for investment managers now lies in navigating this promising yet unpredictable future, particularly as the market has priced in substantial premiums for those perceived to be the primary beneficiaries of this emerging technology.
by Adam Choppin | Apr 26, 2023 | Market Outlooks, Xponance® Quarterly Reports, Xponance® Insights
The graveyard of once legendary business franchises has just added one more new member to its ignominious fraternity. The hastily arranged acquisition of Credit Suisse by its chief Swiss rival UBS in March 2023, ended the 166-year run of the global symbol of Swiss banking largesse. Credit Suisse was once the 15th largest bank in the world with offices in 50 countries and assets of over $1 trillion USD.
by Jeremy Roman | Apr 20, 2022 | Market Outlooks
S&P 500 Catholic Values Strategy Q1 2022 | March 31, 2022 Read PDF Version Annualized Returns (%) QTDYTD1 Year3 Years5 Years 7 Years10 YearsSince Inception1 Gross of fees——-3.28 Net of fees——-3.27 Benchmark2——-3.71 1 Inception...
by Tina Byles Williams | Feb 14, 2020 | Market Outlooks
While the U.S. continued its decade-long run, surging ahead another +31% in 2019 to lead all major developed markets (except Switzerland, +32.5%), three emerging markets did even better last year. Taiwan gained +36% as investors reevaluated the “moat” of its market champion, …
by Tina Byles Williams | Jan 22, 2020 | Market Outlooks
During the second half of 2019, the late cycle bull market for financial risk assets sprinted to the finish line despite lackluster global growth. Global markets ended the year on a bullish note, with the U.S. S&P 500 climbing to another record close.
by Tina Byles Williams | Oct 29, 2019 | Market Outlooks
In the third quarter, both of the leading anglo-liberal democracies lurched towards the political abyss and even potential constitutional crises, while global growth continued to decelerate on the back of trade policy …
