Follow the Money: Decoding AI's Capital Stack (MFS)
Hypserscalers are spending, but when will this capex help companies to improve returns? In this episode, MFS…
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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Redefining Value: From Style Category to Investment Discipline (Robeco)
This paper explores how to define value investing. The traditional separation of value and growth implies two…
Don’t confuse small-cap benchmark with small-cap strategy (FTSE Russell)
The Russell 2000’s inclusion of unprofitable companies is not a bug in the index. It is a consequence of…
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Autocallables, 6G, and deep spaceExplore this selection of high-quality insights that you may have…
Monthly chart pack: PGIM's 2026 outlook and CMAs
Navigate the four macro themes that are shaping 2026This monthly chart pack focuses entirely on…
Emerging markets: A new investment landscape
As the U.S. has continued to prove to investors to be a growing risk...