Top Investment Content from November 2021
The Savvy Investor Content Team presents some of the top institutional investment content uploaded during November 2021. We'd love to know what you think about our selection, so drop us a line at firstname.lastname@example.org.
The following list includes two recently released Special Reports, an update on capital market assumptions across major global asset classes, and insight into economic theory. Also, don't miss NYU Professor Aswath Damodaran's blog entry on Tesla's recent trillion-dollar valuation.
An impending wave of technology-driven disruption is set to radically transform the services industry, led by both new entrants into this industry and technology-forward incumbents.
This Special Report outlines key developments and trends within Asia’s sustainable fixed-income markets.
In their Q4 Capital Market Assumptions report, PGIM Quantitative Solutions provides forecasts for all major asset classes, including a revision to their 10-year annualised expected return for global equities from 5.8% to 6.6%.
Jennison Associates describes three growth themes deriving from competitively positioned technology companies.
The aim of this paper is to explain the fiscal theory of the price level (FTPL), and how it addresses some of the failures of new Keynesian theory and neoclassical monetarism.
For compliance reasons, this paper is only accessible in certain geographies
Invesco discusses the appeal of investing in Africa by examining each of the 54 African countries in detail within this 69 page report.
Professor Aswath Damodaran of NYU dissects the valuation of Tesla on the heels of its market cap crossing the trillion dollar threshold.
Persistent macro-related demand causes for inflation are outlined, with a suggestion that inflation focus has been too heavy on the micro elements of the supply shock when assessing the future path for inflation and monetary policy.
The authors examine the ripple effects of the ballooning global balance sheet. Gains in real estate values and equities have driven aggregate net worth to triple over the past 20 years.