Forward-Looking Research from March

A broad selection of relevant market insights

This selection of timely perspectives aims to help institutional allocators to maintain their valuable information edge by bringing together a range of relevant themes. These include the future path of monetary policy, developments pertaining to products such as target-date strategies, the next stages of a greener economy, and more. Explore this collection of forward-looking insights.

Momentum Works Everywhere: The Encyclopedia of Momentum (EAM Investors)

This interesting study that employs data cross a few decades shows that momentum had the highest excess returns among all factors tested and throughout market capitalizations.

Asset Allocators Are Facing the Storm - Market Pulse | March 2024 (MFS)

What is investing sentiment across different asset classes saying about the market's attitude to the ongoing changes in the world economy? Find out in this report.

Target-date Strategies And Advice: New Considerations (Vanguard)

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

When it comes to investment portfolios, target-date products are designed to reflect the characteristics of the broad U.S. retirement plan population.

National Study on Donor Advised Funds 2024 (DAF Research Collaborative)

Donor advised funds (DAFs) continue to increase in popularity and importance. Here are the key trends underpinning the development of DAFs.

Could Current Headwinds Derail the Energy Transition? (LGIM)

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

Investor sentiment appears to have soured on clean energy and ESG themes, with renewable energy stocks declining more than the broader equity markets.

U.S. Dollar Credit Supply: Substantial Credit Supply in February (ING)

The U.S. dollar credit supply is an essential component of global liquidity, vital for market and economic activity.

You Asked, We Answered: What’s behind Gold’s March Rally? (World Gold Council)

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

Gold’s sharp increase has since caught the attention of market participants. This short but timely article explains what happened.

Monetary Policy Madness: Will Central Banks’ Strategies Be Successful? (Invesco)

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

Markets seem to be foreshadowing a re-acceleration in global economic growth and a weakening U.S. dollar.

Investing in Regenerative Agriculture: Reflections from the Past Decade (SLM)

This paper sets out the investment and environmental case for regenerative agriculture, while also highlighting the risks and challenges

An Investor Guide to Grid Bottlenecks (Jefferies)

Most, if not all, net zero scenarios agree on the central tenet of electrification in reducing energy system emissions. What can investors learn from previous grid bottlenecks?