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Savvy Investor's Pick of June's Top Papers

Top Investment Papers Uploaded in June

The Savvy Content Team brings you its a selection of the best papers uploaded during June. We aim to present a diverse range of papers covering a broad range of topics from an array of different contributors. We'd love to know what you think about our selection. Drop us a line at content@savvyinvestor.net.

Among the papers spotted during the month are several that look at the prognosis for inflation and ways to mitigate its effects, a seminal piece on the investment industry, and an in-depth evaluation of the Chinese bond market. Covering a more unconventional investment angle, McKinsey & Company investigates the growth prospects and opportunities that exist in the cultivated meat sector.

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A Source-based Approach to Managing Inflation Risk (Wellington Management, 2021)

Wellington Management’s Multi-Asset Strategists Nick Samouilhan and Adam Berger offer their thoughts about five potential sources of inflation and what strategies investors might adopt to mitigate its effect.

Testing the Limits of Reflation (KKR, 2021)

KKR explores reflation scenarios, using market-related variables. They expect earnings growth to more than outweigh the dampening effect of rate rises but returns to have been ‘pulled forward’, leading to more muted longer-term expectations.

Inflation and Investing: False alarm or fair warning? (Aswath Damodaran, 2021)

Aswath Damodaran, Professor of Finance at the Stern School of Business at NYU, cautions investors about the perils of inflation and suggest assets that investors ought to consider.

McKinsey on Investing (McKinsey & Company, 2021)

McKinsey & Company consultants from several disciplines contribute to a wide range of perspectives on the investment industry. This piece offers insights into investment industry best practice.

Climate Alignment, Net-Zero, and Uncertainty (S&P Dow Jones Indices, 2021)

S&P Dow Jones Indices highlights its PACT indices (S&P Paris-Aligned & Climate Transition) designed to assist investors when making decisions about decarbonisation pathways.

Net Zero by 2050: A Roadmap for the Global Energy Sector (IEA, 2021)

This IEA in-depth study contains over 400 milestones the global economy needs to attain across all sectors and technologies as it transitions from one being led by fossil fuels to one that is predominantly powered by renewable energy.

China Calling: The rise of Chinese bond markets (Franklin Templeton, Jun 2021)

For compliance reasons, this paper is only accessible in the EMEA region

Teams from across Franklin Templeton’s various business units contribute to this paper, which reviews many aspects of China and its markets, policies, and economy from a fixed-income investors perspective.

Misunderstood Alpha in Bond Portfolio Construction (Aviva Investors, 2021)

For compliance reasons, this paper is only accessible in certain geographies

Aviva Investors argues that portfolio construction methodologies offer an inexpensive alpha source for most credit managers, enabling them to produce uncorrelated, reliable returns in all kinds of markets.

Down the Rabbit Hole: A cryptocurrency primer (Enterprising Investor, 2021)

This primer on cryptocurrencies is intended to dispel some of the myths that pervades the crypto landscape, while also providing investors with the knowledge to evaluate the many opportunities that do exist.

Passive Investing 2021 – Rise of the S in ESG (CREATE-Research/DWS, 2021)

This Create-DWS report examines the ‘S’ in ESG (environmental, social and governance) which has been somewhat overshadowed until societal disparities – ignored for years – were unmasked by the Covid-19 pandemic. 'Building back better' needs to address concerns relating to inequality and social justice.

Economic Outlook (OECD, 2021)

This Economic Outlook from the OECD provides an insight into major global economic trends and prospects for the next two years.

Cultivated Meat: Out of the lab into the frying pan (McKinsey, 2021)

McKinsey & Company’s paper looks at the opportunities in the cultivated meat sector, which is forecast to grow into a $25bn industry within the decade.

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