Thought Leadership

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Economics

10DEC 2019

The rise of US superstar firms: how will it impact investors?

A handful of “superstar” firms have changed the investment landscape in recent years. But should their dominance be ringing alarm bells for investors?

2018

JUNE

25JUN 2018

Economics

Where’s the value in value investing?

The past decade has been marked by several unique features that have turned the value style of investing on its head. Sean Markowicz explains why this abnormal trend may be coming to an end.

2017

NOVEMBER

06NOV 2017

Economics

The acid test of active asset management

Active managers are more likely to outperform in certain market conditions, but our research finds that there is also a group that can outperform whatever the weather.

SEPTEMBER

26SEP 2017

Economics

The case for active investing

The debate on whether to use passive or actively-managed funds can sometimes be one-sided. Our research suggests investors should keep an open mind.