All topics

Join
SAVVY INVESTOR

Investment intelligence
for institutional investors

The world’s leading thought-leadership platform for investors

Investment insights from leading asset managers and consultants
Curated to keep you updated on the latest investment thinking
The best content from around the world – all in a single location

Recently popular

The Illusion of Thinking (Apple)

Apple | 01 Jul 2025

Rethinking Risk Management and the Myth of "Missing the Best Days"

ViewRight Advisors | 01 Jul 2025

Redburn Review June 2025: The Moat in Your AI (Rothschild & Co)

Rothschild & Co | 01 Jul 2025

2025 Midyear Investment Outlook (Capital Group)

Capital Group | 27 Jun 2025

The next era of sovereign debt management: Implications for asset allocation

New York Life Investments | 26 Jun 2025

The Relationship between Emergency Savings, Financial Well-Being, and Financial Stress

Vanguard | 25 Jun 2025

Tackling Uncertainty with Absolute Return Bonds (BNP Paribas AM)

BNP Paribas Asset Management | 23 Jun 2025

The New Architecture of Institutional Credit (Nuveen)

Nuveen | 17 Jun 2025

Top Picks

Savvy Investor

Mid-year outlooks 2025: Part I

In Q4 of last year, few investors, if any, had foreseen just...

Savvy Investor

Top Papers: The best insights from June

Here you can find some of the best pieces of financial and economic research

Savvy Investor

Insights you might have missed last week

Tokenization, U.S. debt, and the anti-ESG backlash [content_seed_blocks]

TOP CONTENT

LAST WEEK

Rethinking Diversification: Learnings from a Total Portfolio Approach (PGIM)

Capital Market Assumptions 2025 Q2 (PGIM Quantitative Solutions)

Charting the Neutral Rate with Former Fed Vice Chair Richard Clarida (PIMCO)

Geopolitical Risk in a Shifting World Order (New York Life Investments)

Finding Europe‘s Elusive Alpha (UBS AM)

Seizing Quant and Fundamental Alpha in Developed Equity Markets (Robeco)

Finding Europe‘s Elusive Alpha (UBS AM)

Top of Mind | U.S. Fiscal Worries: Is this Time Different? (Goldman Sachs)

Euro Swap Spreads: Unpacking Asset Classes (Candriam)

Regional Spotlights: Real Estate Opportunities Across the World (PGIM Real Estate)

LAST MONTH

Secular Outlook: The Fragmentation Era (PIMCO)

Charting Public Debt with Economist Peder Beck-Friis (PIMCO)

Europe: A Strategic Overweight? (UBS AM)

The Red Thread: Europe Edition - Mid-Year 2025 (UBS AM)

All-Weatherproofing Institutional Portfolios with Private Equity (Apogem Capital)

Mid-Year Investment Outlook 2025 (Amundi)

Trend & Cycle: The Long View — June 2025 (RBC WM)

Choice of Equity Landing Points Can Benefit Target-Date Investors (Vanguard)

Rethinking Emerging Markets Hard Currency (Nuveen)

A View from China on the U.S. Trade Competition (PGIM Fixed Income)

LAST 12 MONTHS

The Art of Learning: Asset Allocation Insights (KKR)

20 Fun Facts about S&P 500 Dividend Aristocrats (S&P Dow Jones Indices)

Global Family Office Report 2025 (UBS AM)

Drawdowns and Recoveries: Base Rates for Bottoms and Bounces (Morgan Stanley IM)

The Red Thread: Private Markets May 2025 (UBS AM)

De-Dollarization: Myth or Reality? (Natixis IM)

Market Volatility Is Creating Enticing Value Opportunities (Natixis IM)

Navigating Volatile Markets: A Rulebook for Fixed Income (Franklin Templeton)

Invest USA: The Reshaping of Global Capital Flows (Citi Institute)

V for Volatility: Part II? (KKR)

view more

TOP AUDIO AND VIDEO

Beyond Geopolitics (BNP Paribas AM)

Midyear Investing Perspectives (Vanguard)

Repricing Markets for U.S. Political Risk (State Street)

Webinar Replay: Investing beyond Borders (Polen Capital)

Behind the Seams: Unraveling Fast Fashion's ESG Challenges (PGIM Fixed Income)

How Resilient Are Long-Term Themes in Turbulent Times? (Robeco)

In Tune with the Markets – Spend, Baby, Spend (Robeco)

Europe's Revolution in Renewable Energy (Natixis IM)

Wall of Worry of Slope of Hope (Foundation for the Study of Cycles)

Talking Heads – Have Green Bonds Emerged from Their Niche? (BNP Paribas AM)

3 Bond Myths Dispelled (PIMCO)

Fed Holds Steady despite Economic Uncertainty (PGIM Fixed Income)

Navigating Choppy Waters | David Rosenberg (Macro Voices)

Surveying U.S. Markets: Sectors, Geopolitics and Index-Based Strategies (S&P Dow Jones Indices)

Income, Resilience, and Diversification (PIMCO)

Capturing the Data Opportunity in an Era of Uncertainty - Video Introduction (State Street)

Gold Rush 2.0: Putting the Pedal to the Metal (State Street)

view more