Savvy Investor's Pick of April 2021's Top Papers
Top Investment Papers Uploaded in April
Almost 1,000 articles and white papers were uploaded to the Savvy Investor site during April. Here, our Content Team brings you the best of this selection taken from different contributors and covering a range of topics and themes. We hope you find our offering enjoyable and insightful. Do drop us a line and tell us what you think at content@savvyinvestor.net. We would love to hear from you!
We believe our selection of papers offers something for each of our members. Among the items we thought captured the flavour of April's best uploads are papers on corporate engagement, strategies for inflationary times, economic outlooks, and visions of the post-pandemic 'new normal'.
The Rise of ESG (Baillie Gifford, 2021)
Baillie Gifford looks at corporate engagement and how a more holistic approach may offer better solutions to this most pressing of problems.
World Economic Outlook (IMF, Apr 2021)
While the IMF's latest update to global growth forecasts expects a recovery and growth this year and in 2022, prospects remain uncertain due to the ongoing coronavirus pandemic.
Future of Sustainability in Investment Management (CFA Institute, 2021)
This paper from CFA Institute examines the trend toward sustainable investing, how it might impact the investment industry, and how organisations and individuals might best prepare for significant change.
Key Themes for U.S. Corporate Pension Plans in 2021 (BlackRock)
For compliance reasons, this paper is only accessible in certain geographies
In BlackRock's investment themes for 2020, revised after the Covid-19 pandemic took hold, they put forward a series of recommendations for plan sponsors in dealing with decreasing contributions, rethinking the balance of credit and treasuries, and instituting best practices in rebalancing and managing liquidity.
The Best Strategies for Inflationary Times (2021)
In this paper, the authors consider inflation-mitigation strategies across a range of asset classes, with analysis of data going back almost a century.
U.S. Dollar: Short-term bull, medium-term dull? (Amundi, 2021)
For compliance reasons, this paper is NOT accessible in the United States
Amundi argues that long-term, the twin deficits will eventually weaken the U.S. dollar. In the meantime, however, it may remain firm as investors grapple with finding a credible alternative to the reserve currency.
Global Family Office Survey (BlackRock, 2021)
For compliance reasons, this paper is only accessible in certain geographies
The BlackRock Global Family Office Survey combines data aggregated from an extensive online survey completed by 185 family offices globally as well as in-depth interviews with 20 family offices.
Real and Alternative Assets: Allocation framework for investors (Amundi, 2021)
For compliance reasons, this paper is NOT accessible in the United States
In this piece, Amundi contends that increasing allocations to alternative assets brings with it several issues, making standard portfolio optimisation techniques ill-suited for such blended portfolios.
Asia-Pacific Private Equity Report 2021 (Bain & Company)
Bain & Company's report highlights a difficult 2020 for private equity investors across Asia but suggests 2021 will be much more rewarding.
Beyond CPI: Gold as a strategic inflation hedge (World Gold Council, Apr 2021)
For compliance reasons, this paper is only accessible in certain geographies
The World Gold Council’s paper outlines the reasons why investors should consider the precious metal as a natural inflation hedge.
Will Productivity and Growth Return After Covid‑19? (McKinsey & Company, 2021)
McKinsey & Company’s report looks at the prospects for future economic growth, and whether the world might become more productive in the post-pandemic era.
Dispersion and Volatility in 2020 (Informa Financial Intelligence, 2021)
This paper from Informa Financial Intelligence looks at concentration risk among the larger ETFs. It argues this risk should be considered across the investment process.
