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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Measuring Direct Lending (S&P Dow Jones Indices)
Private credit has expanded in recent years, with the market reaching an estimated USD 2.28 trillion at year-end…
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Ftse4good 25th anniversary report (FTSE Russell)
Since 2001, FTSE4Good has used a transparent, rules-based approach to ESG, helping bring sustainable investing…
Morningstar Factor Monitor: Q1 2026 (Morningstar Indexes)
Value was the best-performing factor globally in the first quarter of 2026, while quality was the weakest. Yield…
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Academic round-up: Is it really all about AI?
This edition of the Savvy Investor academic round-up offers...
Heros in Haystacks
Active funds often fall short - do active portfolios fare better?Until now, SPIVA research has…
