When Quality Isn’t Enough: A Multi-Dimensional Lens for Small Cap (Polen Capital)
What works for large caps may not always work for small caps. In this paper, Polen Capital explores why trusted…
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Beyond the AI bubble narrative (Special Report)
This latest Special Report, created in partnership with Invesco, explores the dominant AI bubble narrative.…
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A Tale of Markets in 2025 (S&P Dow Jones Indices)
As 2025 draws to a close, U.S. large caps boast impressive gains. After a rocky start that saw a 19% drawdown, the…
Detecting Mysticism in Asset Markets (Journal of Economic Dynamics & Control)
The model of endogenous rational bubbles (ERB) uses a weighted replicator dynamic to describe the evolution of…
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