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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Quantifying the Challenge of Market Timing (STOXX)
In this whitepaper, Hamish Seegopaul, Global Head of Index Product Innovation at STOXX, introduces a new metric —…
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SPIVA Australia Year-End 2025 (S&P Dow Jones Indices)
The SPIVA Australia Scorecard measures the performance of actively managed funds relative to benchmarks over…
Performance and Ratings Changes amid the “SaaSpocalypse” (Morningstar Indexes)
An AI-fueled software rout, known as the “SaaSpocalypse”, has roiled markets in 2026, leading Morningstar’s equity…
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Top investment content: February 2026
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The fundamental appeal of ex-U.S. equitiesThis Special Report explores Orbis Investments'…