The Savvy Investor Blog

OUR REVIEWS OF RESEARCH AND PAPERS ON SELECTED TOPICS

pattern: long-term theme

Thematic Investing and Secular Trends

sunny side-street sign portfolio construction

Portfolio Construction Matters

mountains mirror image index

Indices Insights: Q1 2021

value versus growth

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

Japan Sun Rising

Is the Sun Rising on Japanese Equities?

En Vogue: Trendspotting and thematic investing

Data Sets, Benchmarking and Indices

artificial intelligence megatrends

Artificial Intelligence & Other Transformative Megatrends

credit market outlook

Credit Market Outlook - Sep 2020

Passive versus active investing debate

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

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