Bear Market Playbook: Decoding Recession Risk, Valuation Impact, and Style Leadership (CFA Institute)
We analyzed 15 bear markets since 1950, using the S&P 500 to compare recessionary and non-recessionary…
Stock Selection and Analysis
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Thematic Investing – A Compelling Alternative amid Market Chaos (Robeco)
Markets are grappling with change from all sides. Rising protectionism and escalating geopolitical tensions are…
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How I Learned to Stop Worrying and Love the Market (Elm)
When is a good time to put more of your savings into the stock market? Over the past 75 years, the U.S. stock…
Life Insurers’ Private Credit Investments and Annuity Market Share Capture (FRBC)
Life insurers have increased their lending in the private placement market over the past decade, totaling $849…
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