Bear Market Playbook: Decoding Recession Risk, Valuation Impact, and Style Leadership (CFA Institute)
We analyzed 15 bear markets since 1950, using the S&P 500 to compare recessionary and non-recessionary…
Performance Analysis
Lead Content
SPIVA Institutional Scorecard Year-End 2024 (S&P Dow Jones Indices)
In this report, S&P Dow Jones Indices add actively managed institutional accounts and separately managed…
Latest posts
A Reality Check on U.S. Market Momentum (Natixis IM)
If we look at the CAPE ratio of the S…
FY25 Performer Drivers: Insights from the Biggest University Endowments (TIFF)
The average return of $1B+ university and college endowments that publicly announce is 11.5% vs. 12.7% for the 65…
HIGHLY RATED
TOP RECENT POSTS
ALL TIME
Top Picks
Benchmarking the growth of private credit
S&P Dow Jones Indices and S&P Global Private Credit leaders explore...
Why international equities now: Looking beyond the U.S.
The fundamental appeal of ex-U.S. equitiesThis Special Report explores Orbis Investments'…
Top Papers: The best insights from May
Bolster your portfolio with the right alternative investments...