CIO reading list, April 2026: The great upheaval

Steering toward more resilient portfolios

CIOs have been navigating choppy waters, but will the seas settle anytime soon? It's impossible to tell with any certainty, but what is sure is there are thought leaders, such as Citi Private Bank, PGIM, and Deutsche Bank, along the way to guide investors toward more resilient portfolios. 

For CIOs

Measuring Direct Lending (S&P Dow Jones Indices)

As the market expands, demand for transparency, governance, and standardized measurement has intensified.

2026 Global Real Estate Views​ (PGIM)

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

Why 2026 could be a compelling vintage year for real estate.

Digital Gold: The Case for a Shared Infrastructure (World Gold Council)

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

2025 was a breakout year for gold ETFs and other digital gold products, so why hasn’t there been an outbreak in this market?

Global Market Perspectives 2Q 2026 (Principal Asset Management)

Last year, economic strength defied expectations. Will it do the same in 2026?

VSTOXX 101: Understanding Europe’s Volatility Benchmark (STOXX)

A spotlight on Europe’s volatility benchmark as the region takes a larger share of the stage today.

Risks for Europe of U.S. Dominance of Global Asset Management (Bruegel)

U.S. asset managers’ share of the European market is rising. What does that mean for Europe?

U.S. Tariff Update (Fisher Investments)

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

Complicated to follow but important to summarize: an update on the state of U.S. tariffs.

Global Data Centers: The Leading Questions (Knight Frank)

Data center demand meets structural constraints. Where does investment go from here?

From CIOs

The Worst Energy Crisis in the Modern Era (Rockefeller Global Family Office)

Financial markets have shown relative resilience during this energy shock, but is the worst yet to come?

Viewpoint Commodities: Risks Becoming Reality (Deutsche Bank)

Scale is no longer the sole key variable in the oil market disruption.

The Short and Long: Q2 Macro Investment View (Citi Private Bank)

Reassessing “fair” valuations in an unstable environment.

Investing in the Pillars of Economic Growth (Sarmaya Partners)

Energy is the lifeblood of the economy. What will support it from here?

Uncertainty Now, Better Foundation Later (Merrill)

Will the market eventually resume its uptrend?