FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
Directory/Best of 2026/Index & Passive Investing Newsletters
20 Publications Ranked

Best Index & Passive Investing Newsletters

Passive investing produces very little to write about, which is exactly why the good writing in this space is about behaviour, fees, asset allocation and withdrawal math. This is the ranked set.

Data verified 2026-10-04 · 20 desks ranked · independent scoring, no paid rankings

Top of this shortlist: Bogleheads at 72/100 (Free).

#1USAnalysis

Bogleheads

Index-investing community & wiki

Niche · Index-investing community & wiki

Multi-Asset
Free
2007
Visit
#2USAnalysis

JL Collins

Index Investing & FIRE

Niche · index investing & fire

Multi-Asset
Free
2011
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#3GBAnalysis

Monevator

UK Index Investing

Niche · UK index investing

Multi-Asset
Free
2007
Visit
#4GBAnalysis

The Evidence-Based Investor

Evidence-Based Investing

Niche · evidence-based investing

Multi-Asset
Free
2016
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#5USAnalysis

Meb Faber Research

Quant Asset Allocation & The Idea Farm

Niche · Quant asset allocation

Multi-Asset
Free
2009
Visit
#6USMixed

Citrini Research

Thematic Equity & Global Macro, Cross-Asset

Niche · Thematic equity megatrends & cross-asset macro

EquitiesMacro
~$50/mo · $500/yr
2023
Visit
#7ITAnalysis

The Macro Compass

Macro Insights, Liquidity & Portfolio Strategy

Niche · Global liquidity, bonds & asset allocation

MacroFixed Income
~$33/mo · $399/yr
2021
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#8CAAnalysis

BCA Research

Independent Global Investment Strategy

Niche · Global asset allocation

Multi-AssetMacro
Institutional (quote)
1949
Visit
#9DKMixed

Steno Research

Macro Regime & Asset Allocation

Niche · Macro regime, rates & FX allocation

MacroFXFixed Income
~$29/mo
2022
Visit
#10GBMixed

AP Research

Cross-Asset Macro & Thematic Allocation

Niche · cross-asset macro & thematic allocation

Multi-AssetFX
Paid — price not listed
2021
Visit
#11USAnalysis

Hedgeye Risk Management

Institutional Macro Risk Management

Niche · institutional macro risk management

MacroMulti-Asset
Institutional (quote)
1990
Visit
#12USAnalysis

Fundstrat Global Advisors

Independent Macro & Equity Strategy

Niche · independent macro & equity strategy

MacroEquities
Institutional (quote)
1990
Visit
#13USAnalysis

Strategas

Policy-Driven Institutional Strategy

Niche · policy-driven institutional strategy

MacroEquities
Institutional (quote)
1990
Visit
#14USAnalysis

Bespoke Investment Group

Data-Driven Market Research

Niche · data-driven market research

EquitiesMacro
Paid — price not listed
1990
Visit
#15USAnalysis

MRB Partners

Global Multi-Asset Strategy

Niche · global multi-asset strategy

Multi-Asset
Institutional (quote)
1990
Visit
#16USAnalysis

CrossBorder Capital

Global Liquidity Research

Niche · global liquidity research

MacroMulti-Asset
Institutional (quote)
1990
Visit
#17USAnalysis

Exante Data

Flow-Tracking Macro Research

Niche · flow-tracking macro research

MacroFX
Institutional (quote)
1990
Visit
#18USAnalysis

Capital Economics

Independent Macro Research

Niche · independent macro research

MacroMulti-Asset
Institutional (quote)
1990
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#19USAnalysis

Oxford Economics

Global Macro & Industry Forecasting

Niche · global macro & industry forecasting

Macro
Institutional (quote)
1990
Visit
#20USAnalysis

Continuum Economics

Global Macro & Central-Bank Research

Niche · global macro & central-bank research

MacroFixed Income
Institutional (quote)
1990
Visit