The Savvy Investor Blog

OUR REVIEWS OF RESEARCH AND PAPERS ON SELECTED TOPICS

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

Strategic Approaches to Fixed Income Portfolios

Commodities and the Evolution of Energy

Trends in Technology

Fixed Income, Monetary Theory, and Pina Coladas

Equity analysis, portfolio management and ETFs

Fixed Income - The Best White Papers from July-August 2018

Unconstrained and Absolute Return Fixed Income Investing

Active vs Passive - The Great Debate

Fund Manager Selection - Top White Papers

Industry-Based Asset Allocation and Sector Selection

The Currency Hedging Decision: What is Optimal?

The changing face of cash management

Equity/bond correlations - past and future