The Savvy Investor Blog

OUR REVIEWS OF RESEARCH AND PAPERS ON SELECTED TOPICS

factor analysis

Factor Insight: Mar 2021

Short Squeezes and Factor Updates

factor investing

Factor Investing and Monkey Business

smoke swirl

Place Your Bets on the Value-Growth Debate!

overlay strategies

Overlay Strategies for Alpha Generation

motorway intersection overview

Factor Investing Update: June 2020

robotic arms

Megatrend and Secular Growth Investment in a post COVID-19 world

Diversification, Hedging and Protection in Portfolio Construction

red question mark among many black ones

Defensive Equity Strategies for Volatile Markets

pink factory ducting

Factor Investing: Latest Thinking

chess player in thought

Defensive Strategies for Portfolios

terracotta army

China Investment Outlook: Crisis or Opportunity?

world economic forum sign

ESG in the Investment Process: From Backwater to Mainstream

sun lotion factor

Factor and Style Investing Research 2020: Status Quo or Volte Face?

toy unicorn coins

The Evolution of Behavioral Finance Research

american football faceoff

Geopolitical Risk - Time to play Defense?

The Many Faces to Active Equity Investing

Factor Investing: One or Many?

growth value

The Resurgence of Value? Factor Performance and Value vs Growth

factor essentials oils

Factor Investing: The Essentials

ARP strategies

Alternative Risk Premia and ARP strategies

Factor Investing: the importance of academic validation

value factor

Equities: Value Investing and the Value Factor

factor misconception

Factor-Related Misconceptions and Multi-Factor Analysis

factor fixed income

Applying Factors to Fixed Income Portfolios

equity risk factor premiums

The Evidence for Global Equity Factor Premiums

factor lens exposure

Factor-Based Portfolio Analysis

dividends

Dividend-Oriented Strategies and Value Investing

anomalies

Behavioral Biases and Factor Anomalies

best factor investing 2018

The Top Factor Investing Papers of 2018