Navigating a Concentrated Equity Market in 2026 (Fidelity Investments)
A small number of high-performing stocks have continued to drive the market’s return. Why that alone is not a…
Stock Selection and Analysis
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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…
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The Stock Market and Bank Risk-Taking (Alpha Architect)
When banks go public, they increase the risk of both their assets and their funding. Using confidential…
Scenario Analysis: When Stocks, Bonds and the Dollar Fall Together (MSCI)
MSCI introduces a framework for global multi-asset-class investors to assess portfolio risks in Triple-Red…
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This edition of the Savvy Investor academic round-up presents papers covering a range of topics to…
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Tech tantrums, Jake Sullivan speaks, and VenezuelaExplore this selection of high-quality insights…