The Savvy Investor Blog


Featured Investment Papers: July 2021

The Value vs Growth Debate: 2021 Update

Thematic Investing and Secular Trends

Portfolio Construction Matters

Indices Insights: Q1 2021

Value vs Growth: Is it now time for the value factor's resurgence?

Is the Sun Rising on Japanese Equities?

En Vogue: Trendspotting and thematic investing

Data Sets, Benchmarking and Indices

Artificial Intelligence & Other Transformative Megatrends

Credit Market Outlook - Sep 2020

The Active Versus Passive Debate has been Re-Awakened...

Private Debt, Leveraged Finance, and the Fixed Income Outlook

The Effectiveness of Short Selling

Thematic Investing: Megatrends in Practice

Fixed Income Endgame: Negative Yields?

Factor Investing: Latest Thinking

Nuances of Stock Selection

ESG in the Investment Process: From Backwater to Mainstream

Best Fixed Income Paper 2019

Embrace and Engage: Everyone's a Winner!

The Many Faces to Active Equity Investing

Defensive Equity Strategies

The Habits and Hallmarks of Great Investors

A New Era for Passive Investing

Innovation: Technology Trends in Healthcare and Other Sectors

The Emerging Markets Investment Process

Equity Sector Selection and Outlook by Industry

Sector Analysis and Sector Selection within Equity Markets

FOMC: The Doves are Back and The Dots are Square