Global Strategy Outlook

The Top 16 Investment White Papers from November

Most popular and trending papers from Nov 2016

Savvy Investor is the world's leading knowledge network for institutional investors, with over 15,000 members and a research library containing 15,000 white papers.

Here is our list of the most popular and trending papers from November 2016:

The City of London investment top white papers

Discovering Phi: Motivation as the Hidden Variable of Performance (State Street)
How does the motivation of investment managers impact investment returns? How can this be measured and modified for better investment outcomes? This new explores these questions and finds some very interesting answers.

Four Seasons of 2017: Themes for the coming investment landscape (JP Morgan)
With its highs and lows now behind us, 2016 looks to be a year of respectable returns. This paper by JP Morgan considers what 2017 is likely to bring investors. It explores four big themes.

Capital Market Line - The End of Deleveraging Begins (PineBridge Investments, Oct 2016)
Austerity and deleveraging are gradually ending. Central banks are increasingly stepping into supporting roles as support starts for great fiscal policy.

Why Equity Investors Should Worry Less About the Fed (QMA, Nov 2016)
This paper by QMA challenges the conventional wisdom about the relationship between interest rates and equity valuations.

Global Economic Outlook 2017-2018 (UBS)
This paper by UBS Asset Management provides some important thoughts on the global economic outlook for 2017. Nominal growth is expected to increase for the first time in seven years.

LDI Implementation - Managing Surplus Volatility by Reducing the Drawdown Risk of Growth Assets (QMA, 2016)
This paper by QMA recommends that plan sponsors prioritize the trade-off between surplus volatility and funded status, and examine their growth assets for ways to reduce surplus volatility.

Blending Factors in Your Smart Beta Portfolio (S&P Dow Jones Indices, 2016)
Smart beta strategies have grown in popularity in recent years. This paper discusses the value of holding a combination of these strategies in a blended portfolio.

Risk based smart beta indexes – theory and practice (FTSE Russell, Oct 2016)
In this article, the authors explore the most popular types of risk-based indexes and summarize their objectives. They distinguish between indexes aimed at reducing index volatility and a low volatility factor index.

Low Volatility in historical perspective: Fund investing since 1774 (Robeco)
This paper by portfolio managers Robeco seeks to place fund investing into its historical perspective. Its explore what history can teach us, the role of timing and some timeless factors that are still relevant today.

Global Equities: Volatility, Uncertainty, and the Aging Bull Market (T. Rowe Price)
Macro and top-down events are dominating markets like never before in 2016. Rising uncertainty is to be expected when you combine the fact that we are eight years into the second longest bull market in history. This paper explores the effect of this tumult on global equities.

Disruptive Innovations IV: Ten More Things to Stop and Think About (Citi, 2016)
This report by Citi examines some of the newest concepts across sectors - e.g. big data, robotics, online retailing, etc - and identifies new products which could potentially disrupt the marketplace.

Multi-Dimensional Risk and Performance Analysis for Equity Portfolios (EDHEC, 2016)
In this report, EDHEC-Risk Institute explores the challenge of consistent risk analysis and performance attribution for equity portfolios, using multiple dimensions and including micro attributes.

Infrastructure for Growth: The dawn of a new multi-trillion dollar asset class (Citi)
This report by Citi examines why now could be an opportune time for a global infrastructure push. The paper also explores where the most exciting opportunities are by region and industry.

The party isn't over, but it's getting late: From monetary to fiscal policy (JP Morgan, Nov 2016)
As monetary policy approaches its limits to drive global growth, market expectations are rising for fiscal policy to play a bigger role. JP Morgan examines whether monetary policy has reached an inflection point.

Preparing for a Low-Return World: Insights from our latest Capital Market Line (PineBridge)
The Capital Market Line by PineBridge Investments highlight pockets of attractive yield, but with the need for greater selectivity among individual asset classes.

Why Does the S&P 500 Matter to the UK? (S&P Dow Jones Indices, 2016)
This paper examines the S&P 500 from the perspective of a UK-based investor. It examines the concentration and sectoral makeup of the UK equity market, and the motivations for British market participants to diversify internationally.

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