Investment Strategies Dividend Growth vs. High Yield: What Morningstar’s 2026 Data Shows Is Actually Working Ron Welsh12 mins0 High-yield dividend funds beat dividend-growth strategies in H1 2026, led by a small-cap fund's 22.7% gain. Here's…continue reading..September 11, 2026September 9, 2026
Data & Analytics Data Agents Are the New Dashboards: Inside 2026’s Shift to Autonomous Analytics Ron Welsh13 mins0 Static dashboards are losing ground to autonomous "data agents" that investigate anomalies and act before a human…continue reading..September 11, 2026September 10, 2026
Global Finance Japan’s Bond Market Awakens: Yields Hit 30-Year Highs as Investors Pull Capital Home Ron Welsh11 mins0 Japan's 10-year bond yield hit 2.93% in August 2026, the highest since 1996, as Japanese investors repatriate…continue reading..September 10, 2026September 9, 2026
Investment Strategies Is the 60/40 Portfolio Still Relevant in 2026? What the Data Actually Shows Ron Welsh12 mins0 The 60/40 portfolio crashed 17.5% in 2022 but has since rebounded roughly 15% a year. Here's what…continue reading..September 10, 2026September 9, 2026
Equity Analysis Value Stocks Are Finally Beating Growth: The First Real Rotation Since 2020 Ron Welsh12 mins0 Value stocks are beating growth for the first time in six years, with a more than 11-point…continue reading..September 9, 2026September 9, 2026
Global Finance Global Debt Hits a Record $353 Trillion: Inside 2026’s Sovereign Borrowing Surge Ron Welsh13 mins0 Global debt hit a record $353 trillion in early 2026, with $29 trillion in bond-market borrowing expected…continue reading..September 9, 2026September 9, 2026
Data & Analytics AI Now Drives Most Stock Trading Volume — But How Reliable Is That 89% Figure? Ron Welsh11 mins0 AI now drives up to 89% of stock trading volume — but that widely-cited figure traces back…continue reading..September 8, 2026September 9, 2026
Equity Analysis The Magnificent Seven’s Strange 2026: Stock Prices Down, Earnings Estimates Up Ron Welsh12 mins0 The Magnificent Seven fell 7% through February 2026 even as earnings estimates rose to 18% growth —…continue reading..September 8, 2026September 9, 2026
Data & Analytics AI-Driven Quant Funds in 2026: The Alpha Edge Is Eroding as Everyone Converges on the Same Signals Ron Welsh11 mins0 AI-driven quant trading now dominates 75% of US equity volume, but crowding is eroding the alpha edge…continue reading..September 7, 2026September 9, 2026
Data & Analytics Alternative Data Goes Mainstream: How Satellite Imagery Became Wall Street’s New Edge Ron Welsh12 mins0 Alternative data has gone mainstream, with 78% of hedge funds now using it and access costs collapsing…continue reading..September 7, 2026September 9, 2026