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Top 20 Whitepapers of May 2018

  • ,  Chief Executive |
  • 30 May 2018
  • Updated 08 Jun 2018

The Most Popular and Trending Papers of May 2018

The "Top 20" white papers for May includes another fascinating and diverse selection of investment themes. The list below includes papers on smart beta, momentum investing, efficient markets, ESG, family offices and political risks.

Savvy Investor

Smart beta: 2018 global survey findings from asset owners (FTSE Russell)
FTSE Russell digs deep into smart beta trends in this fifth edition of their survey of global asset owners, providing insight into the awareness and popularity of specific strategies as well as the overall utilisation of smart beta.

IQ Magazine Spring 2018 - Life after easy money (State Street Global Advisors)
The featured article in this issue of State Street Global Advisors' Investment Quarterly magazine is on maintaining corporate performance through QT, and other sections include inflation risk, intangibles, and international trade.

Two Centuries of Multi-Asset Momentum (Geczy & Samonov, 2017)
This paper examines the momentum premium across asset classes and over a 215 year history of asset class-specific returns.  The authors also look at pair-wise correlations of momentum and the implications that this might have.

Global Investment Outlook Q2 2018 (BlackRock)
(For compliance reasons, this paper is only accessible in the United States)
As the second quarter of 2018 is underway, BlackRock gives updates on three 2018 investment themes against a backdrop of synchronized global growth, an inflation comeback, rising interest rates and more economic uncertainty.

Why Equities for Absolute Return? (Intech Investments, May 2018)
As the outlook for market-beta returns deteriorates, investors are becoming increasingly focused on investment strategies with absolute return objectives based on alpha.

An Investor's Guide to the World's Real Political Risks (Barings, May 2018)
Barings’ Head of Macroeconomic and Geopolitical Research, Christopher Smart, assesses the geopolitical risks present in the world today and describes why a coordinated response to the next global crisis looks unlikely.

If We Don't Believe Markets are "Efficient", What Do We Believe? (Winton, 2018)
Winton Capital Management looks at the flaws in the efficient market hypothesis and presents an alternative theory that seeks to encapsulate some of these concerns with increased explanatory power. 

Sink or Swim: Why wealth management can't afford to miss the digital wave (PwC, 2018)
How can the wealth management industry adapt to the current pace of technological change, and how will these new technologies change customer interaction and an individual's perception of a wealth management firm?

Comparing ETFs and Futures for a Fully Funded Investor (State Street, 2018)
State Street Global Advisors looks at two products, ETFs and futures, and compares them in terms of cost, structure, and efficiency, as well as describing some of the forces that have compelled investors to increasingly opt for ETFs.

Impact Investing & the Global Microfinance Sector (DWS AM, 2018)
(For compliance reasons, this paper is only accessible in the UK)
Impact investing attempts to deliver measurable environmental and social impact alongside financial returns, and microfinance is one of the most dominant aspects of the impact investing market. 

A new approach to property investment (Kames Capital, 2018)
(For compliance reasons, this paper is only accessible in the UK)
Kames Capital discusses a pooled pension fund vehicle that tracks the UK commercial property funds market, and its applicability for UK pension schemes.

Autonomous Vehicles Readiness Index: A Country-by-country Assessment (KPMG, 2018)
With new technologies such as drone deliveries, EVs, and high-speed trains on the horizon, KPMG examines world preparedness for autonomous vehicles and the economic needs that they attempt to address.

Technology Sector Remains Attractive Despite Recent Decline (Capital Group, Apr 2018)
(For compliance reasons, this paper is only accessible in Europe)
After a recent decline in valuations for tech stocks, increased scrutiny of large technology companies, and trade-related concerns, Capital Group delves into the long-term outlook for the technology sector.

Investment Firm of the Future (CFA Institute, 2018)
Investment firms face a future in which change is accelerating. In this report, CFA Institute sets out the changing landscape for investment management and analyzes how firms can adapt their models to succeed in the future environment.

Opportunities in Emerging-Market Local Currency Bonds (Franklin Templeton, May 2018)
(For compliance reasons, this paper is only accessible in the EMEA region)
Emerging market debt denominated in local currencies is a growing asset class that can potentially benefit investors through diversification, inflation hedges, or a reduction in US interest rate risk. Franklin Templeton explains further.

Incorporating ESG Factors into Fixed Income Investment (World Bank, 2018)
The World Bank Group and Government Pension Investment Fund of Japan describe how ESG factors can be incorporated into fixed income portfolios and aims to dispel other myths about combining ESG with fixed income. 

Why China A-Shares, Why Now? (William Blair, 2018)
William Blair discusses the gradual opening of Chinese stock markets to external investors and the present opportunity to invest in Chinese A-shares.

Art & Finance Report 2017 (Deloitte)
Deloitte delves into the global art market, discussing the market's outlook, how art fits into the wealth management picture, the art-secured lending market, and the intersection of art and technology.

The Global State of Family Offices (Capgemini, 2018)
Capgemini seeks to explain the things that family offices need to do in order to compete with large private banks and traditional wealth management firms.

Data and Analytics: A State Street Study (May 2018)
Data is changing how people are managing their investments. This State Street survey examines the ways in which institutional investors are using data and analytics, and where they see the future opportunities.

Modelling Illiquid Assets within Multi-Asset Portfolios (Jacobi Strategies, 2018)
This paper by Jacobi Strategies shows how multi-asset investors can use better modelling techniques to properly account for the dynamics of illiquid assets and their specific risk/return profiles.