Macro Insights Q3 2026: Sentiment, Politics & Market Positioning (Fisher Investments)
While further volatility is possible, the global equity bull market should continue through 2027. The backdrop for…
Performance Analysis
Lead Content
SPIVA® Institutional Scorecard Year-End 2025 (S&P Dow Jones Indices)
In this report, the authors add institutional accounts and SMA/wrap accounts to the mutual funds analyzed in the S…
Latest posts
Dispersion Is No Excuse (Elm)
Over the past 20 years, about 70% of actively managed U.S. equity mutual funds have underperformed a comparable…
The S&P U.S. Dividend Aristocrats® Indices: Consistent Dividend Growth across Market-Cap Segments (S&P Dow Jones Indices)
Launched over two decades ago, the S…
HIGHLY RATED
TOP RECENT POSTS
ALL TIME
Top Picks
Private Credit in Focus: A New Era of Transparency, Data and Benchmarking
Private credit has become one of the fastest-growing...
Monthly chart pack: Taking a closer look at small-cap equities
In this edition of the Savvy Investor monthly chart pack...