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
Lead Content
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…
Latest posts
In Tune with the Markets – The Beat Goes on (Robeco)
Explore our insights anticipating market trends and their impacts. Gain valuable research from our experts…
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:…
HIGHLY RATED
TOP RECENT POSTS
ALL TIME
Top Picks
Must reads from top asset managers and institutions
Navigating the current, fast-changing market environment...
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…
Insights you might have missed last week
Tech tantrums, Jake Sullivan speaks, and VenezuelaExplore this selection of high-quality insights…