InvestLab ResearchLatest 31 Oct 2026
The research behind the building blocks
Deep dives, monthly reviews and weekly reads on the strategies InvestLab runs live.
- Papers
- 32
- Series
- 5
- Free · full access
- 26 · 6
- Latest paper
- 15 Oct 2026
- Weekly read
- Saturdays
- Author
- Stephane Renevier
Everything we publish, newest first. Pick a series above, or filter by strategy.
| No. | Title | Series | Published | Read |
|---|---|---|---|---|
| WR 17 | The weekly read — Week of Oct 24 – Oct 30, 2026A late-October tech selloff ended a strong year for momentum strategies. QQQ dropped 7.9% over four weeks on AI-spending doubts after weak Intel and Amazon results. Treasuries rallied 5.6% as safe-haven flows lifted bonds to their strongest month since 2024. Emerging markets… | Weekly read | 31 Oct 26 | 2 min |
| WR 16 | The weekly read — Week of Oct 16 – Oct 23, 2026Commodities and long bonds cushioned a week that saw emerging markets drop 1.3% and tech take its worst hit since spring. Over the past four weeks China's slowdown and tariff talk sent EM down 8.8% while Treasuries rallied nearly 3%. Year-to-date the commodity sleeve — up 52.5%… | Weekly read | 24 Oct 26 | 3 min |
| WR 15 | The weekly read — Week of Oct 09 – Oct 16, 2026The year's winning trade—commodities—stumbled this week, but still leads by 17 percentage points over equities. Emerging markets dropped 6%, Nasdaq-100 fell 5.5%, while bonds rallied on AI regulation headlines. The 4-week picture shows similar stress: EM down 6.2%, gold off… | Weekly read | 17 Oct 26 | 2 min |
| FD 03 | What's the Right Long-Term Portfolio for You?Part 1: your five options, tested since 1990. What each one earns, how far it can fall, and how often it lets you down. | Foundations | 15 Oct 26 | 24 min |
| WR 14 | The weekly read — Week of Oct 02 – Oct 09, 2026The year still belongs to commodities — DBC is up 47% and has carried every portfolio with exposure. This week the S&P 500 added 1.16% on tech strength, while developed ex-US equities dropped 1.1%. Over four weeks, gold and long-duration bonds each fell more than 3%, yet U.S… | Weekly read | 10 Oct 26 | 2 min |
| MR 02 | How InvestLab's Strategies Performed in September + Their Exact Weights for OctoberWhat worked, what didn't, and exactly how Lean All-Weather, Dual Momentum Pivot5 and Adaptive Hedge are positioned now. | Monthly review | 03 Oct 26 | 8 min |
| WR 13 | The weekly read — Week of Sep 25 – Oct 02, 2026The year's story remains the commodity rally—DBC is up 45.5% YTD and commodities added 60 bps to Balanced. The four-week window reversed: gold slid 6.5%, long Treasuries fell 5.4%, and the Fed's first hike since 2023 sent the 10-year yield to 5.25%. Tech surged late-month—QQQ… | Weekly read | 03 Oct 26 | 3 min |
| WR 12 | The weekly read — Week of Sep 18 – Sep 25, 2026Commodities powered the year's gains; the four-week window told a different story. This week broad indices gave up ground as long-dated Treasuries sold off and tech names rallied sharply while oil paused its climb. Dual-momentum strategies stayed up by rotating into emerging… | Weekly read | 26 Sep 26 | 2 min |
| DD 04 | A Cheaper Way to Hedge Bear Markets, Built for European InvestorsHow to run Adaptive Hedge, the monthly strategy that rotates into the strongest defensive assets, with funds you can actually buy in Europe. | Deep dive | 25 Sep 26 | 18 min |
| DD 03 | Adaptive Hedge: A Cheaper Way to Survive the Next Bear MarketA rules-based hedging strategy that gained 39% through the Global Financial Crisis and 32% through the dot-com bust — a deep dive into what worked, what didn’t, and why. | Deep dive | 24 Sep 26 | 29 min |
| WR 11 | The weekly read — Week of Sep 11 – Sep 18, 2026Commodities saved the year-to-date story: DBC returned 47% in 2026, lifting every strategy that held it. This week oil pulled back and gold fell 5%, while tech rallied—QQQ up 0.92%. Over the past four weeks oil surged above $100 on Middle East supply fears before easing. The… | Weekly read | 19 Sep 26 | 2 min |
| WR 10 | The weekly read — Week of Sep 04 – Sep 11, 2026Oil's surge past $100 on Middle East supply risk carried commodities to a 48% gain this year, helping diversified strategies outpace global equities despite bond headwinds. Over the past four weeks, DBC jumped 10.5% while emerging markets added 1.8%. Year-to-date… | Weekly read | 12 Sep 26 | 2 min |
| WR 09 | The weekly read — Week of Aug 28 – Sep 04, 2026The year remains a commodity story: broad baskets are up 43% through early September, led by oil's 8% surge this week on US-Iran hostilities. The past four weeks saw emerging markets—lifted by 3.4% gains in August on tech and AI earnings—add another 4.7% while US tech gave back… | Weekly read | 05 Sep 26 | 3 min |
| WR 08 | The weekly read — Week of Aug 21 – Aug 28, 2026Gold added 10% in August—its strongest month since January—after soft U.S. inflation data flipped September Fed expectations and central banks bought a record 289 tonnes in Q2. Emerging markets rode an AI-fueled semiconductor rally to their best four-week gain since June, up… | Weekly read | 29 Aug 26 | 2 min |
| WR 07 | The weekly read — Week of Aug 14 – Aug 21, 2026The year belongs to commodities and emerging markets. Gold rallied 5.4% this week and 13.8% over the past four weeks as Treasury bond-buyback programs and cooling inflation flipped rate-hike odds. Emerging-market equities added 6.0% over four weeks, outpacing the S&P 500's 3.6%… | Weekly read | 22 Aug 26 | 2 min |
| WR 06 | The weekly read — Week of Aug 08 – Aug 14, 2026Commodities and emerging markets delivered the year's story in a week that saw gold up 9% and oil jump 4%. Over four weeks gold rallied nearly 9%, while developed ex-US and emerging equity added 5%+; the S&P 500 rose 4.4% and tech pushed 8%. Year to date, commodities remain the… | Weekly read | 15 Aug 26 | 2 min |
| WR 05 | The weekly read — Week of Aug 01 – Aug 07, 20262026 remains a commodity and EM year. This week brought a sharp tech rally—the Nasdaq jumped 5.09%—driven by solid earnings and US-Iran peace optimism. Gold rose 7.25% on the week, its best showing since June, as Hormuz reopening hopes eased inflation concerns and reduced Fed… | Weekly read | 08 Aug 26 | 2 min |
| MR 01 | How InvestLab's Strategies Performed in July — and How They're Positioned for AugustTech cracked, bonds failed to protect — but both our core portfolio and tactical asset allocation strategies finished in the green. | Monthly review | 04 Aug 26 | 9 min |
| DD 02 | The Levered All-Weather Portfolio, Rebuilt for DIY InvestorsA simple four-ETF (or futures) strategy that uses moderate leverage to target stock-like returns - while working in far more environments than stocks alone. | Deep dive | 04 Aug 26 | 26 min |
| WR 04 | The weekly read — Week of Jul 24 – Jul 31, 2026Commodities surged 10.8% over the month on a fragile US-Iran MOU, while a late-month tech selloff wiped 6.6% off Nasdaq. The S&P 500 finished July nearly flat at +0.03%, masking sector rotation beneath. Emerging-market equity rallied 17.8% year-to-date, then gave back ground as… | Weekly read | 01 Aug 26 | 2 min |
| WR 03 | The weekly read — Week of Jul 20 – Jul 27, 2026Commodities drove the year through July on Middle East supply tensions, but a fragile US-Iran ceasefire unwound oil's rally late in the month while Asian chip stocks cracked under AI-spending skepticism. DBC rallied 9.2% over four weeks, lifting commodity-tilted portfolios, but… | Weekly read | 28 Jul 26 | 3 min |
| WR 02 | The weekly read — Week of Jul 10 – Jul 17, 2026Commodities rallied 5.7% in the month while emerging equities dropped 11.1%. The year is still shaped by the commodity surge—DBC is up 29.4%—even as fresh Middle East tensions drove the divergence this week. Gold fell 4.2% in the window, down 7.5% year-to-date, as higher rates… | Weekly read | 28 Jul 26 | 2 min |
| WR 01 | The weekly read — Week of Jul 07 – Jul 14, 2026Commodities surged on renewed Strait of Hormuz tensions this week, while emerging markets stumbled on a four-week view as China underperformed. Gold's 6.4% drop over the past month captures a broader repricing: central banks bought aggressively into weakness—China added 15… | Weekly read | 18 Jul 26 | 2 min |
| DD 01 | Dual Momentum Pivot5: the deep diveThe full guide to InvestLab’s tactical momentum strategy. Each month it ranks nine asset-class ETFs by trend, holds the five strongest, and steps into cash when trends turn down. Why a tactical layer, how it’s built, 35 years of evidence, why it works, when it fails, and whether it’s right for you. | Deep dive | 15 Jun 26 | 23 min |
| FD 02 | Building Your Investment Policy Statement (IPS)There's no universally "best" portfolio — only the one most likely to get you to your goals. Before picking a single investment, you need an Investment Policy Statement: five decisions that anchor everything that follows. Here's the one-page version I use myself. | Foundations | 01 Jun 26 | 7 min |
| FD 01 | InvestLab's ProcessRisk isn't volatility — it's the chance you don't meet your investment goals. Everything in InvestLab exists to shrink that probability. Here's the three-layer process I landed on after fifteen years working the same question. | Foundations | 28 May 26 | 5 min |