Macro Insights Q3 2026: Sentiment, Politics & Market Positioning (Fisher Investments)
While further volatility is possible, the global equity bull market should continue through 2027. The backdrop for…
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Emerging markets, reconsidered (Special Report)
Because of outdated perceptions, emerging market equities are still priced as a risk to avoid. The reality looks…
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Contrarian Expectation, Fund Performance, and Demand Accommodation (Horstman and Wang)
The authors infer mutual fund managers' expectation styles from how their factor exposures respond to past factor…
The Distribution of Value Add (Alex Beath & Associates)
Why understanding the performance of institutional portfolios is harder than you might think.
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