The Savvy Investor Blog

OUR REVIEWS OF RESEARCH AND PAPERS ON SELECTED TOPICS

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

Bottom-up Stock Selection: The Drivers of Investment Returns

Monetary Policy and The Next Downturn

Defensive Equity Strategies

Private Markets and The Illiquidity Premium

Populist Policies and Geopolitical Turmoil

A Dramatic Shift in US Monetary Policy

Real Estate and the Retail Apocalypse

Brexit: is a second referendum becoming more likely?

The Top Fixed Income Papers of 2018

Best Fixed Income Paper 2018

Best Emerging Markets Paper 2018

Equity Investing: Trends, Factors and Outlook