S&P Indices versus Active SPIVA Scorecards: U.S. Year-End 2024 (S&P Dow Jones Indices)
In an environment characterized by large-cap dominance, it was not surprising to see that a majority of actively…
Investment Process
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The Long-Term View: Equities, Bonds, and Economic Growth (Special Report, 2025)
Amid the daily news cycle, MFS looks at how investors can position themselves from a diversification and risk…
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Fixed Income Allocations for 2025 and Beyond (Mawer IM)
Credit valuations appear elevated, global debt levels are high and rising quickly, and persistent fiscal…
Has the AI Stock Rally Run Out of Gas? (Capital Group)
AI related stocks have been volatile in 2025, even as tech giants spend aggressively on AI infrastructure. Has the…
Market Valuation of Climate Patents: The Most Valuable Innovations (Amundi)
This paper analyzes the market valuation of climate innovations through a detailed examination of patent data.
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Complex fixed income markets offer plenty of rewards
In their 2025 fixed income outlook, Morgan Stanley wrote: "the fixed income landscape...
Monthly Chart Pack: 25 years of financial history - private debt edition
Looking back at events that shaped private debt
This month's chart pack takes a detailed look at…
Risk, Resilience, and Returns
Welcome to EQuilibrium 2025
Over the past five years, Nuveen’s EQuilibrium survey has…