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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Measuring Direct Lending (S&P Dow Jones Indices)
Private credit has expanded in recent years, with the market reaching an estimated USD 2.28 trillion at year-end…
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Performance through the “SaaSpocalypse” and U.S.-Iran Conflict (Morningstar Indexes)
The first quarter of 2026 was an eventful, but disappointing, one for the Index, most notably due to the sharp…
An index for the irreplaceable (FTSE Russell)
RAISE Index tracks real assets like energy, infrastructure and land—helping investors diversify beyond AI stocks…
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Heros in Haystacks
Active funds often fall short - do active portfolios fare better?Until now, SPIVA research has…
Top investment content: February 2026
This collection highlights some of the best thinking from global...