New Tools, Old Habits: Investing In The Age of AI (Orbis Investments)
AI adoption is coming at a time when a substantial proportion of assets are either passively managed or far less “…
Stock Selection and Analysis
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Macro Insights Q3 2026: Sentiment, Politics & Market Positioning (Fisher Investments)
While further volatility is possible, the global equity bull market should continue through 2027. The backdrop for…
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What Really Drives the Asset Growth Anomaly? New Evidence Points to Mispricing, Not Risk (Alpha Architect)
For asset growth, the mispricing component dominates and is itself a nonlinear (U-shaped or inverted-U) function…
The Capacity of Equity Anomalies (Avramov et al.)
This paper measures the capacity of equity anomalies: how much capital investors can deploy before trading costs…
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