Stock Selection and Analysis

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Beyond the AI bubble narrative (Special Report)

This latest Special Report, created in partnership with Invesco, explores the dominant AI bubble narrative.…

Five Forces that Could Shape Markets in 2026 (Fidelity Investments)

Fidelity’s Asset Allocation Research Team outlines key investment risks and opportunities for the year ahead.

Latest posts

Morningstar Factor Monitor: Q4 2025 (Morningstar Indexes)

In a sharp reversal from the third quarter, momentum was the worst-performing factor globally in the fourth…

Inside the Annual Style Indices Rebalance: Methodology, Process and Outcomes (S&P Dow Jones Indices)

The S…

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Savvy Investor

Insights you might have missed last week

Venezuela, Greenland, and the chemical industryExplore this selection of high-quality insights that…

Savvy Investor

Insights you might have missed last week

Crypto, portfolio construction, and private creditExplore this selection of high-quality insights…

Savvy Investor

Global Equities Edit: Who's afraid of an AI bubble?

Equity markets had a wild ride in 2025.