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…
Performance Analysis
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The Rapid Rise of Private Credit and the Expanding Role of BDCs (S&P Dow Jones Indices)
Business development companies (BDCs) can provide a bridge between investors and growing companies needing capital…
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An Index of Commodity Futures Returns Since 1871
This paper documents the returns to a broadly diversified index of commodity futures over more than 150 years of U…
Assessing Alpha in Macro Strategies (AlphaSimplex)
In this paper, the authors take a closer look at global macro manager returns to decompose the exposures and study…
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Heros in Haystacks
Active funds often fall short - do active portfolios fare better?Until now, SPIVA research has…
Top investment content: February 2026
This collection highlights some of the best thinking from global...