Stock Selection and Analysis

Lead Content

Beyond the AI bubble narrative (Special Report)

This latest Special Report, created in partnership with Invesco, explores the dominant AI bubble narrative.…

Five Forces that Could Shape Markets in 2026 (Fidelity Investments)

Fidelity’s Asset Allocation Research Team outlines key investment risks and opportunities for the year ahead.

Latest posts

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…

Russell US Indexes Spotlight – January 2026 (FTSE Russell)

FTSE Russell US Indexes Spotlight Reports provide deep dives into the performance and key market drivers of US…

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Realizing AI’s transformative potential: The next phase of acceleration (Special Report, 2025)

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The Long-Term View: Equities, Bonds, and Economic Growth (Special Report, 2025)

Quantifying the Challenge of Market Timing (STOXX)

Macro Insights Q3 2025 (Fisher Investments)

PE and Macro Factors: Cash Flows and Performance (PGIM)

Price Momentum Has… Momentum (Invesco)

Factor investing on listed real estate (FTSE Russell)

Bear Market Playbook: Decoding Recession Risk, Valuation Impact, and Style Leadership (CFA Institute)

Thematic Investing – A Compelling Alternative amid Market Chaos (Robeco)

Finding Europe‘s Elusive Alpha (UBS AM)

The Art of Learning: Asset Allocation Insights (KKR)

Tariffs and Market Volatility (Fisher Investments)

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Five Mega Forces Shaping Tomorrow’s Returns (Special Report, 2023)

Micro Caps: Is Now the Time? (Special Report, 2023)

Higher Risk-Adjusted Returns: New and traditional approaches (Special Report, 2023)

The Science of Value Investing (Special Report, 2022)

Low Volatility Equity: An alternative to complexity (Special Report, 2022)

Realizing AI’s transformative potential: The next phase of acceleration (Special Report, 2025)

When Public Meets Private: The Modern Market (Morningstar Indexes)

20 Fun Facts about S&P 500 Dividend Aristocrats (S&P Dow Jones Indices)

The Long-Term View: Equities, Bonds, and Economic Growth (Special Report, 2025)

Quantifying the Challenge of Market Timing (STOXX)

Macro Insights Q3 2025 (Fisher Investments)

PE and Macro Factors: Cash Flows and Performance (PGIM)

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Savvy Investor

Insights you might have missed last week

Crypto, portfolio construction, and private creditExplore this selection of high-quality insights…

Savvy Investor

Global Equities Edit: Who's afraid of an AI bubble?

Equity markets had a wild ride in 2025.

Savvy Investor

Insights you might have missed during 2025

Food and AI, investing in HK, and shutdown economicsExplore this selection of high-quality insights…