SPIVA Institutional Scorecard Year-End 2024 (S&P Dow Jones Indices)
In this report, S&P Dow Jones Indices add actively managed institutional accounts and separately managed…
Performance Analysis
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6 Key Takeaways from Examining 10 Years of Stock Performance by Sector (Morningstar Indexes)
Over longer periods, fashion typically gives way to fundamentals. Asset prices tend to converge with fair values.
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Institutions’ Return Expectations across Assets and Time (Alpha Architect)
This paper shows how return expectations are formed: largely via a common “building-block” model (dividend yields…
Markets Have Rewarded Steadfast Investors in 2025 (Morningstar Indexes)
Who would have thought in the midst of the global tariff tantrum in April that we would be looking at a 17% gain…
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