The Savvy Investor Blog

OUR REVIEWS OF RESEARCH AND PAPERS ON SELECTED TOPICS

leverage

Private Debt, Leveraged Finance, and the Fixed Income Outlook

short sale

The Effectiveness of Short Selling

thematic investing

Thematic Investing: Megatrends in Practice

basketball negative yields

Fixed Income Endgame: Negative Yields?

pink factory ducting

Factor Investing: Latest Thinking

stock selection

Nuances of Stock Selection

world economic forum sign

ESG in the Investment Process: From Backwater to Mainstream

Fixed Income 2019

Best Fixed Income Paper 2019

wooden dolls embrace

Embrace and Engage: Everyone's a Winner!

The Many Faces to Active Equity Investing

defensive equities

Defensive Equity Strategies

great investors

The Habits and Hallmarks of Great Investors

passive investing new era

A New Era for Passive Investing

healthcare innovation

Innovation: Technology Trends in Healthcare and Other Sectors

shanghai

The Emerging Markets Investment Process

coffee sector selection

Equity Sector Selection and Outlook by Industry

sector selection

Sector Analysis and Sector Selection within Equity Markets

FOMC dot plot

FOMC: The Doves are Back and The Dots are Square

bottom up stock selection

Bottom-up Stock Selection: The Drivers of Investment Returns

the next crisis

Monetary Policy and The Next Downturn

defensive equity

Defensive Equity Strategies

public vs private markets

Private Markets and The Illiquidity Premium

populism

Populist Policies and Geopolitical Turmoil

US monetary policy dovish

A Dramatic Shift in US Monetary Policy

retail property outlook

Real Estate and the Retail Apocalypse

brexit update

Brexit: is a second referendum becoming more likely?

top fixed income papers 2018

The Top Fixed Income Papers of 2018

Fixed Income 2018

Best Fixed Income Paper 2018

Emerging Markets 2018

Best Emerging Markets Paper 2018

Investment Trends - Skateboarder

Equity Investing: Trends, Factors and Outlook