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 firstname.lastname@example.org.
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.
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.
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.
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 & 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.
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.
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.
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.
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.
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.
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.
This Economic Outlook from the OECD provides an insight into major global economic trends and prospects for the next two years.
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.