Benchmarking the Evergreen Evolution (Morningstar Indexes)
The design elements of the private market fund structures are being adapted for investors who demand access to the…
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The Year Ahead (PGIM)
Investors appear to be facing a transformative cycle for capital markets and the broader global economy. An era of…
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The Penalty for Missing the Market (New York Life Investments)
Historically, just missing a few days could put a dent in the returns you would have received.
Gold and BTC: Rethinking Store of Value (MarketVector Indexes)
This paper argues that the defining characteristics of a store of value are rooted in its fundamental attributes:…
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Academic round-up: From trend-following to Gen Z philanthropy
This edition of the Savvy Investor academic round-up presents papers covering a range of topics to…
Mapping the new geopolitical landscape in the age of AI
Over the last decade, geopolitics has become a growing concern...