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March's Most Thought-provoking Research

  • ,  Senior Investment Writer |
  • 03 Apr 2023
  • Updated 14 Apr 2023

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Navigating a new market regime requires a shift in perspective

At the end of each month, the Savvy team picks some of the research that stands out in terms of depth, originality and applicability – offering global investors the opportunity to sample great ideas for allocating capital or mitigating risk. Below you can find insights into private markets, the hydrogen economy, investment marketing and more.

Global Private Markets Review 2023 (McKinsey & Company)

Private markets have enjoyed strong tailwinds since the depths of the Global Financial Crisis. Is the current macro backdrop still favourable for this part of the market?

25 Best Investment Management Websites 2023 (Kurtosys)

This report is for investment communications professionals. It focuses on how investment managers are addressing key factors in the digital experience of end clients.

A Guide to Home Equity Investments (Hometap)

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

Homeownership remains the primary source of wealth creation among average Americans. This is true for most developed nations. Housing wealth however takes time to build.

Insights Gleaned From Past Bear Markets (Sands Capital)

The experience of recent months has tested the conviction of many investors. Long-term allocators however need to be able to weather all sorts of market environments.

Oxford-Man Institute: Transfer Ranking in Finance (Man Group)

The model proposed in this paper outperformed state-of-the-art benchmarks on most measures and significantly improved the Sharpe ratio.

Allocation Views: Magical Mystery Tour (Franklin Templeton)

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

The key to assessing market sentiment seems to be understanding when investors have got ahead of themselves in calling an end on the inflation dynamic as a primary driver.

A Rocky Net Zero Pathway (Amundi)

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

This report provides a long-term view of the many disruptive trends which underpin the transition to Net Zero.

Building the Green Hydrogen Economy: Infrastructure Strategy 2023 (BCG)

Governments and companies will have to invest approximately $6-12 trillion between 2025 and 2050 to produce and transport enough low-carbon hydrogen.

2023 Digital Investor Survey (Brunswick Group)

Investors are turning to a broader range of sources beyond traditional ones to gather intelligence.


2023 Bond Outlook: The long view (Invesco US)

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

This Special Report reviews the case for fixed income going forward. It provides institutional allocators with six key factors underpinning the case for fixed income investing.