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…
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Charting Public Debt with Economist Peder Beck-Friis (PIMCO)
Peder Beck-Friis, an economist at PIMCO, charts rising government debt and its implications for the U.S. dollar…
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Morningstar Factor Monitor: Q3 2025 (Morningstar Indexes)
This is the latest instalment of the Morningstar Quarterly Factor Monitor, which is designed to highlight factor…
IRRational” Thinking: How the IRR Reinvestment Rate Myth Is Distorting Investment Decisions (Ares)
Recognizing the limited relationship between investment-level IRR and portfolio-level TWR may help investors…
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