The Right Concentration Is Rare in Emerging Markets (Natixis IM)
Emerging markets are often treated as a passive allocation first, with active managers evaluated relative to that…
Manager Selection & Mandates
Lead Content
SPIVA U.S. Year-End 2025 (S&P Dow Jones Indices)
Buffeted by geopolitical, tariff and inflation-related tensions, U.S. equities skirted bear market territory in…
Latest posts
Size, Returns, and Value: Do Private Equity Firms Allocate Capital According to Manager Skill? (The Journal of Finance)
Using a novel data set linking private equity (PE) deals to individual managers, the authors document evidence of…
2025: A Market for Stock Pickers in France? (S&P Dow Jones Indices)
Despite a strong year for global equities in 2025, most active funds in Europe struggled to outperform their…
HIGHLY RATED
TOP RECENT POSTS
ALL TIME
Top Picks
Must reads from top asset managers and institutions
Geopolitics, AI, new asset classes, and a host of...
CIO reading list, January 2026: Is the current market investable?
CIOs from across the world are asking...
