Dividend Growth vs. High Yield: What Morningstar’s 2026 Data Shows Is Actually Working
12 mins
High-yield dividend funds beat dividend-growth strategies in H1 2026, led by a small-cap fund's 22.7% gain. Here's…
Is the 60/40 Portfolio Still Relevant in 2026? What the Data Actually Shows
12 mins
The 60/40 portfolio crashed 17.5% in 2022 but has since rebounded roughly 15% a year. Here's what…
Japan’s Bond Market Awakens: Yields Hit 30-Year Highs as Investors Pull Capital Home
11 mins
Japan's 10-year bond yield hit 2.93% in August 2026, the highest since 1996, as Japanese investors repatriate…
Global Debt Hits a Record $353 Trillion: Inside 2026’s Sovereign Borrowing Surge
13 mins
Global debt hit a record $353 trillion in early 2026, with $29 trillion in bond-market borrowing expected…
Value Stocks Are Finally Beating Growth: The First Real Rotation Since 2020
12 mins
Value stocks are beating growth for the first time in six years, with a more than 11-point…
The Magnificent Seven’s Strange 2026: Stock Prices Down, Earnings Estimates Up
12 mins
The Magnificent Seven fell 7% through February 2026 even as earnings estimates rose to 18% growth —…
AI Now Drives Most Stock Trading Volume — But How Reliable Is That 89% Figure?
11 mins
AI now drives up to 89% of stock trading volume — but that widely-cited figure traces back…
Alternative Data Goes Mainstream: How Satellite Imagery Became Wall Street’s New Edge
12 mins
Alternative data has gone mainstream, with 78% of hedge funds now using it and access costs collapsing…
AI-Driven Quant Funds in 2026: The Alpha Edge Is Eroding as Everyone Converges on the Same Signals
11 mins
AI-driven quant trading now dominates 75% of US equity volume, but crowding is eroding the alpha edge…
62% of U.S. Investors Are Using AI. What Are They Actually Using It For?
29 mins
Summary A 2026 survey of 938 American investors found that 62% already use artificial intelligence to inform…