Discover what topics resonated most with allocators in August

The analysis that made allocators think in August

The Savvy Investor team has collected this month's most-read investment content for each allocator type. Below you can explore insights into agentic AI, gold demand trends, portfolio diversification, and more.

Insurers

The TPA: A Practical Guide (CFA Institute Research & Policy Center)

At its core, TPA reflects a shift toward systems thinking, viewing portfolios not just as collections of different asset classes but as integrated complex systems.

Agentic AI for Financial Applications (Amundi)

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

Language models have given rise to agentic AI. This paper analyses the full agentic stack together with its financial applications and risks.

When Bonds Stop Hedging Equities: Rethinking Portfolio Diversification (Allianz)

The 60/40 portfolio has quietly stopped working. What has caused this development and what can investors do about it?

Family offices

The TPA: A Practical Guide (CFA Institute Research & Policy Center)

At its core, TPA reflects a shift toward systems thinking, viewing portfolios not just as collections of different asset classes but as integrated complex systems.

Gold Demand Trends: Q2 2026 (World Gold Council)

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

Investment is expected to be the principal source of demand growth through the rest of 2026, supported increasingly by OTC activity and Asian buying.

Real-World Diversification in Multifactor Indices (STOXX)

Factor investing has moved decisively beyond single-style approaches. Multifactor strategies offer more diversified portfolios — but not all are built the same.

Endowments

The Wisdom of Crowds in Markets (Morgan Stanley IM)

The wisdom of crowds is a powerful way to explain how markets capture known information, making them generally efficient (and hard to beat).

The TPA: A Practical Guide (CFA Institute Research & Policy Center)

At its core, TPA reflects a shift toward systems thinking, viewing portfolios not just as collections of different asset classes but as integrated complex systems.

When Bonds Stop Hedging Equities: Rethinking Portfolio Diversification (Allianz)

The 60/40 portfolio has quietly stopped working. What has caused this development and what can investors do about it?

Sovereign wealth funds

The TPA: A Practical Guide (CFA Institute Research & Policy Center)

At its core, TPA reflects a shift toward systems thinking, viewing portfolios not just as collections of different asset classes but as integrated complex systems.

SWF Investment in an Age of Geopolitics and AI (IFSWF)

Two forces, geopolitical fragmentation and a technology cycle remaking the economy, are each pulling sovereign capital towards a narrower set of transactions.

Plutonomy - the AI Edition - and the Coming Crisis (Levy Economics Institute)

The financing used by the investment trusts of the 1920s looks eerily similar to the circular finance tech firms use today.

Pensions

The TPA: A Practical Guide (CFA Institute Research & Policy Center)

At its core, TPA reflects a shift toward systems thinking, viewing portfolios not just as collections of different asset classes but as integrated complex systems.

When Bonds Stop Hedging Equities: Rethinking Portfolio Diversification (Allianz)

The 60/40 portfolio has quietly stopped working. What has caused this development and what can investors do about it?

Plutonomy - the AI Edition - and the Coming Crisis (Levy Economics Institute)

The financing used by the investment trusts of the 1920s looks eerily similar to the circular finance tech firms use today.

Wealth

Momentum, Rotation and the Value in Growth (Goldman Sachs)

More government debt, increased issuance, and persistent inflation have all contributed to a higher cost of capital, leaving earnings as the key driver of growth.

The TPA: A Practical Guide (CFA Institute Research & Policy Center)

At its core, TPA reflects a shift toward systems thinking, viewing portfolios not just as collections of different asset classes but as integrated complex systems.

Agentic AI for Financial Applications (Amundi)

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

Language models have given rise to agentic AI. This paper analyses the full agentic stack together with its financial applications and risks.