"Where do you find this stuff?" and "Do you have anything more I could read about that?" are two of the most frequent questions we've received since we started publishing The Index Investor back in 1997.
With them in mind, in "release 2.0", we've created this new section of our site to serve as a curated repository of the best research — including recent and classic papers and books — that we've read on the wide range of trends and uncertainties that drive major changes in asset class valuations, particularly over longer periods of time.
We've also included a section on sensemaking and forecasting methods.
The following links will take you to different sections of the Research Library: