CIO reading list: November 2024

Discover novel takes on markets and economies

This selection of thought leadership offers some of the most relevant pieces of content for CIOs worldwide. They discuss a wide range of current market and economic events likely to impact your investments.

For CIOs

2024 Global Systematic Investing (Invesco)

This year’s study reveals a shift toward more sophisticated, integrated systematic approaches across multiple asset classes.

What a Second Trump Terms Means for You (ING)

At least it's over. An election full of superlatives, over-analysis and bombast that would embarrass even the most committed World Cup football commentator.

Trends and Opportunities in Impact Credit Q&A (Nuveen)

Even as the market continues to grow, issuers in the U.S. have been a little slower in 2024 to issue sustainable securities.

Job Switches Shouldn’t Slow U.S. Retirement Savings (Vanguard)

For compliance reasons, this paper is only accessible in the United States

When workers leave an employer, they must often make a choice: Take a taxable cash distribution, keep money in the plan, move it to the next plan, or roll it over to an IRA.

Returns are not Performance. Be Cautious if Using GIPS to Compare (CAIA blog)

GIPS composite returns for OCIOs will be less robust and less applicable than the original GIPS for specific asset class managers and strategies.

From CIOs

CIO Capital Market Outlook: When Bulls Get More Bullish (Merrill)

Temporary effects on economic indicators from vast hurricane disruptions and a five-week Boeing strike will no doubt distort the economic picture in coming months.

An Update from Our CIOs: Navigating the Limits (Bridgewater Associates)

The macro environment is being shaped by how highly proactive policy makers navigate around economic and market limits.

Ruminating on Asset Allocation (Oaktree)

Explore how asset allocation has changed over the last few decades, from the traditional 60/40 portfolio to today's complex approach.