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
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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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India’s Clean Energy Moment (Amundi)
India's policy shifts are de-risking clean energy and creating investable opportunities as private capital…
From Cyclical Lag to Structural Opportunity: Quality’s Path Forward (MFS)
Explore how 2025's market dynamics impacted quality investing and why its long-term outlook endures, despite…
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