What Increased Index Concentration Means for Active Investors (Robeco)
Mega-cap dominance has reshaped the landscape of active investing, creating both opportunities and risks. While…
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Stock Market Outlook: AI Leads a Broadening Market (Capital Group)
Capital Group portfolio managers share their views on artificial intelligence, a capital spending super cycle and…
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Transatlantic Clean Investment Monitor 3: Battery Manufacturing (Bruegel)
Battery manufacturing investment is rising fast on both sides of the Atlantic with the U.S. outstripping Europe –…
Can Listed U.S. Companies Sustain Earnings Growth? (Meketa)
This research note provides an overview of some variables that have historically been associated with earnings…
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