Macro Insights Q3 2025 (Fisher Investments)
The Q2 equity market downturn reset investor sentiment lower even as markets recovered and hit new highs. Falling…
Stock Selection and Analysis
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Bear Market Playbook: Decoding Recession Risk, Valuation Impact, and Style Leadership (CFA Institute)
We analyzed 15 bear markets since 1950, using the S&P 500 to compare recessionary and non-recessionary…
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Inside the Minds of Equity Income Fund Investors (Vanguard)
A survey of Vanguard investors sheds light on the “dividend reinvestment puzzle.”
The Skeptical Value Investor (Robeco)
Chris Hart, Portfolio Manager at Boston Partners, discusses what it takes to invest successfully in a world of…
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