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 | Mar 20, 2020 | Market Insights Alerts, Xponance® Insights
We are in strange and scary times. We are at war with a virus which is all the more deadly in that it cannot be easily discerned but it is metastasizing geometrically. Moreover, COVID-19 and the measures required to contain…
by Sumali Sanyal | Mar 9, 2020 | Market Insights Alerts, Xponance® Insights
In the last post in this series, we update and expand on our analysis to explore the impact of rising and falling interest rates on the performance of various capitalization tranches. Finally, we now look at the performance of the “Sweet Spot” in different interest rate regimes.
by Adam Choppin | Feb 14, 2020 | Market Insights Alerts
For global equity investors, the decade ending on December 31, 2019 was undoubtedly the American decade. The performance of U.S. equities more than doubled and in many cases tripled other countries and regions such as emerging markets…
