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Strong Beta. Weak Alpha

March 25, 2026
Investment Brief

This analysis focuses on where index leadership was strongest and why that mattered for relative performance. Index returns are evaluated in the context of active ...

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Artificial intelligence on the investment landscape

December 9, 2025
Investment Brief

Artificial intelligence is transforming the investment landscape, offering powerful tools for forecasting, risk assessment, and decision-making. As AI adoption accelerates, institutional investors are exploring how ...

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Low volatility equities: A closer look at the numbers

September 16, 2025
Investment Brief

In 2025, as global equity markets faced renewed turbulence, low volatility equities emerged as a standout performer, delivering strong returns with significantly reduced risk. This ...

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Prudence and care: ensuring fiduciary responsibility with asset mix reviews

April 10, 2025
Investment Brief

One of the fiduciary duties of institutional investors is using prudence and care in managing the investments of their beneficiaries. Assessing portfolio cash flows, budgeting, ...

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Why are so many global equity managers underperforming? Three key questions for investors with underperforming global equity portfolios

April 2, 2025
Investment Brief

Over 70 countries are going to the polls in 2024, including the United States. Equity markets dislike uncertainty – including in the weeks leading to ...

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Why are so many global equity managers underperforming?

February 12, 2025
Investment Brief

Over 70 countries are going to the polls in 2024, including the United States. Equity markets dislike uncertainty – including in the weeks leading to ...

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