Performance Analysis

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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Because of outdated perceptions, emerging market equities are still priced as a risk to avoid.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…

U.S. Persistence Scorecard Year-End 2025 (S&P Dow Jones Indices)

Among top-half funds within all reported active domestic equity categories in calendar year 2021, only a handful…

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SPIVA® South Africa Mid-Year 2026 (S&P Dow Jones Indices)

Offering data in support of the ongoing analysis of active and passive approaches to investment, the S…

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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The Race for Critical Materials and the Shift to Security (S&P Dow Jones Indices)

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Monthly chart pack: Taking a closer look at small-cap equities

In this edition of the Savvy Investor monthly chart pack...

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What investors read, listened to, or watched in July

The round-up the month of July...

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The long view: U.S. equities vs. international stock markets

One of the most important debates right now...