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…
Performance Analysis
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6 Key Takeaways from Examining 10 Years of Stock Performance by Sector (Morningstar Indexes)
Over longer periods, fashion typically gives way to fundamentals. Asset prices tend to converge with fair values.
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Markets Have Rewarded Steadfast Investors in 2025 (Morningstar Indexes)
Who would have thought in the midst of the global tariff tantrum in April that we would be looking at a 17% gain…
New Horizons for Sovereign Bonds: Greece and India (S&P Dow Jones Indices)
The inclusion of India and Greece in the iBoxx Global Government Bond Index marks a shift in the landscape of…
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