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
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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…
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One to Forget: SPIVA Europe U.K. Equity Active Fund Performance in 2025 (S&P Dow Jones Indices)
2025 was full of memorable moments, from tariff tensions and continued AI advancement, to pop stars in space and…
Dinner Table Alphas
The authors show that household linkages, formed primarily of spousal employment ties, are important in explaining…
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