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CIO Reading List: April 2024

  • ,  Senior Investment Writer |
  • 07 May 2024
  • Updated 17 May 2024

CIO Reading List

Thought-provoking insights for CIOs from around the world…

The job of a CIO has become increasingly difficult in recent years. The macro environment has been changing fast—and these developments will likely continue into the future. In this edition of our monthly CIO Reading List, we have chosen a number of pieces that ought to make the role of CIOs a bit more enjoyable, if not—dare we say—easier.


The Latest Equity Market Observations (Intech)

The current markets are starting to reflect the departure from the extended period of low interest rates and quantitative easing that has characterized much of the past decade.

Emerging Market Bond Weightings in Global Portfolios (LGIM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

When talking about emerging market debt, India is arguably still under-represented. As this piece argues, allocators should be more aware of the opportunities this country offers.

Tactical Changes, Private Markets and the Energy Transition (Nuveen)

Many insurers are making tactical changes in 2024. Here is what these allocators need to know about the current market environment.

Unlocking Alts: Opportunities in a New Investment Regime (PGIM)

The growing universe of alternative asset classes and strategies offers investors a wide range of excellent opportunities in a new market regime.

An Introduction to Alternative Credit (CFA Institute Research & Policy Center)

This paper offers an in-depth guide to the fast-developing alternative credit universe. It is a must read for anyone interested in this asset class.

The Top 3 Reasons You Should Blow Up Your Investment Committee (CAIA blog)

Here are the top three reasons why investment committees are not a good use of time and resources, even if they might seem as though they are.

Building Blocks and Costs of an Internal Investment Office (

The authors of this paper look at the core functions and costs of operating an investment office for institutional investors.


CIO Pay at Private Foundations (Charles Skorina)

What do chief investment officers earn at nonprofit institutions? Find out the answer to this pressing question in this timely report.

CIO and Macro Outlook Q2 2024 (Graham Capital Management)

Pablo Calderini, President and CIO, discusses a variety of themes that are transpiring in 2024. Here is what investors need to be aware of to make profits this year.

CIO Conversations | Quality Prevails (Deutsche Bank)

The Private Bank’s Chief Investment Officer for Europe, Middle East and Africa, Dr. Dirk Steffen, discusses equity markets and the U.S. economy, among other things.

CIO of Church Commissioners | Interview (Church Commissioners of the CoE)

An interesting interview with the CIO of Church Commissioners, focusing on his investment philosophy and his passion for the role.