Navigating a Concentrated Equity Market in 2026 (Fidelity Investments)
A small number of high-performing stocks have continued to drive the market’s return. Why that alone is not a…
Stock Selection and Analysis
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2026 Is the Year of the Stock Picker? (S&P Dow Jones Indices)
Recent market commentary has declared that 2025 was a brutal year for stock picking, with USD 1 trillion pulled…
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Thematic Investing: Performance and Rotation Insights (Morningstar Indexes)
Thematic funds have grown globally in terms of size and number in recent years. These funds allow investors to tap…
From Cyclical Lag to Structural Opportunity: Quality’s Path Forward (MFS)
Explore how 2025's market dynamics impacted quality investing and why its long-term outlook endures, despite…
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Over the last decade, geopolitics has become a growing concern...