Benchmarking the Evergreen Evolution (Morningstar Indexes)
The design elements of the private market fund structures are being adapted for investors who demand access to the…
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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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Thematic Investing: Performance and Rotation Insights (Morningstar Indexes)
Thematic funds have grown globally in terms of size and number in recent years. These funds allow investors to tap…
Nasdaq 100 Index Commentary - January 2026 (Invesco)
In January, the Nasdaq-100 Index (NDX) returned 1.23% vs. 1.45% of the S&P 500.
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Academic round-up: From trend-following to Gen Z philanthropy
This edition of the Savvy Investor academic round-up presents papers covering a range of topics to…
Mapping the new geopolitical landscape in the age of AI
Over the last decade, geopolitics has become a growing concern...