Wed, 03 Jun 2026 12:46:09 +0100https://www.savvyinvestor.net/blog/is-private-credit-in-a-bubbleAsset managers and investors from across the world have been asking the question posed in the title of this article with increasing focus in recent months. The answer is far from a simple “yes” or “no”. As with most things in finance, the private credit situation is nuanced.A story of grow Mon, 01 Jun 2026 16:38:08 +0100https://www.savvyinvestor.net/blog/cio-reading-list-may-26Looking beyond the uncertaintyFirms such as Amundi have referred to what’s going on in markets today as “rupture”. The old order is passing away to make way for the new. With this comes volatility, however. To help CIOs navigate this uncertain world, Savvy Investor has selected a number of u Mon, 01 Jun 2026 10:23:21 +0100https://www.savvyinvestor.net/blog/chart-pack-may-2026-geopolitics-ai-and-energy-marketsInsights that prepare investors for the world of tomorrowIn this edition of the monthly chart pack, Savvy Investor surfaces data points that tell the story of today's shifting geopolitical landscape, growing AI transformation, and volatile energy markets.Download the chart pack here. Mon, 01 Jun 2026 09:56:30 +0100https://www.savvyinvestor.net/blog/what-you-missed-last-week-May29Taiwan’s tech map, Warsh appointment, and finding incomeExplore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Thu, 28 May 2026 11:33:25 +0100https://www.savvyinvestor.net/blog/bnp-paribas-am-public-debtHow can institutional investors keep their cash resilient in shifting markets?Join Thibault Malin, Jérôme Cherel and Jérôme Broustra as they discuss how institutions are approaching cash management today, and why high-quality liquidity solutions are playing an increasingly important role.They� Tue, 26 May 2026 12:11:51 +0100https://www.savvyinvestor.net/blog/why-private-credit-resilience-persistsWhy private credit resilience persists – beyond interest rate volatilityThis Special Report, sponsored by Principal Asset Management, explores how the private debt landscape is evolving and where there are pockets of opportunity that investors can tap into.Principal Asset Management examines why Tue, 26 May 2026 11:13:40 +0100https://www.savvyinvestor.net/blog/top-investment-content-may-26Key insights from the likes of PIMCO, Nuveen, Robeco, and othersInvestors continue to seek opportunities amid uncertainty, and thought leaders continue to deliver insights for navigating today's environment. From asset class commentaries and performance analysis to macro trends and outlooks, this Tue, 26 May 2026 10:52:40 +0100https://www.savvyinvestor.net/blog/how-are-quants-doing-in-this-marketInsights from Robeco, Amundi, MIT, and moreVolatility has prompted some investors to look once more towards quantitative strategies as ways to successfully navigate uncertainty. But advancements in AI, renewed concerns about quant crowding, and an increased focus on generating higher returns witho Mon, 18 May 2026 12:58:12 +0100https://www.savvyinvestor.net/blog/the-long-view-etfsInsights from Citi, LSEG, BNP Paribas Asset Management, and moreETFs have continued to attract investor attention for the roles they can play in a portfolio. From Europe to gold to active ETFs, thought leaders break down what investors need to know about what’s driving the growth in this $20 tri Mon, 18 May 2026 10:21:22 +0100https://www.savvyinvestor.net/blog/have-investors-forgotten-about-hedge-fundsInsights from BlackRock, Barclays Investment Bank, and moreAre hedge funds still relevant to investors? Insights from industry leaders would suggest yes, saying the hedge fund industry entered 2026 with the highest inflows in almost two decades and 29% of investors are planning to allocate more ca Fri, 15 May 2026 14:23:59 +0100https://www.savvyinvestor.net/blog/what-you-missed-last-week-May15U.S. Semiconductor supply, China’s 5-yr-plan, and Solvency IIExplore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Tue, 12 May 2026 13:16:33 +0100https://www.savvyinvestor.net/blog/private-markets-edit-private-credit-the-real-risk-may-26Has private credit become too risky? Not necessarilyRecord-high redemption requests. Parallels to the global financial crisis. Untested in a default cycle. The concerns about the $2 trillion private credit market are real. But should investors abandon the asset class altogether? Insights from Clif Mon, 11 May 2026 11:39:20 +0100https://www.savvyinvestor.net/blog/chart-pack-april-2026-takes-on-diversificaitonCut through the noise and position your portfolio for successSavvy Investor highlights the latest views on portfolio diversification and construction from the likes of Two Sigma, Morningstar Indexes, and more. Download the chart pack here. Fri, 08 May 2026 12:10:46 +0100https://www.savvyinvestor.net/blog/what-you-missed-last-week-May08AI agents, global aging, and emerging markets resourcesExplore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Tue, 05 May 2026 14:59:10 +0100https://www.savvyinvestor.net/April-2026-Top-PapersThe Savvy Investor team presents the best-performing papers from April 2026 by number of downloads.[content_seed_blocks] Tue, 05 May 2026 11:48:18 +0100https://www.savvyinvestor.net/blog/top-investment-content-april-26Navigate uncertain markets with timely insightsIn today’s ever-changing environment, staying up to date on the latest trends affecting investments can feel like a never-ending task. This collection of insights from Citi, J.P. Morgan, PGIM, and more is curated to help allocators spend less time s Tue, 05 May 2026 09:04:05 +0100https://www.savvyinvestor.net/blog/cio-reading-list-apr-26Steering toward more resilient portfoliosCIOs 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 t Thu, 30 Apr 2026 13:44:31 +0100https://www.savvyinvestor.net/blog/the-ai-supercycleThe AI supercycle – investing across the capital stackThis Special Report, sponsored by Nuveen, explores how artificial intelligence has evolved into a full-scale investment supercycle reshaping economies, capital flows, and portfolio construction.Nuveen examines how the scale of AI infrastructu Tue, 28 Apr 2026 16:10:21 +0100https://www.savvyinvestor.net/blog/allocator-landscape-q1-2026Learn how pensions, insurers, and others are allocating their moneyExplore what forces are shaping the investment landscape for pensions, insurers, endowments, SWFs, and family offices today. Industry leaders offer insights on trends, resiliency, new tools, and more for allocators navigating today Mon, 27 Apr 2026 15:23:31 +0100https://www.savvyinvestor.net/blog/global-equity-rotation-dm-vs-emFears of an AI bubble spark rotation toward ex-U.S. equity marketsInvestors are looking for equity opportunities outside the U.S. as fears of an AI bubble continue to mount. Some have turned towards other developed markets, like Europe, while others have championed emerging markets. Insights from Thu, 23 Apr 2026 10:03:13 +0100https://www.savvyinvestor.net/blog/views-from-the-desk-active-investing-making-a-comebackLooking over S&P Dow Jones Indices’ most recent SPIVA score cards, the outlook for active managers – overall – appears to be quite dire. These SPIVA score cards measure actively managed funds against their index benchmarks worldwide. Broadly speaking, most active investors fall short of Mon, 20 Apr 2026 14:24:39 +0100https://www.savvyinvestor.net/blog/fixed-income-markets-apr-26Explore insights from PIMCO, Nomura, Nuveen and moreBoth public and private fixed income markets are facing tests in today's environment. Are government bonds the safe assets investors believe them to be during crises? Is the private credit market in imminent danger of collapse? Top industry thoug Mon, 20 Apr 2026 10:03:13 +0100https://www.savvyinvestor.net/blog/academic-investment-content-roundup-apr-26Mutual fund pricing, AI returns, the carry trade, and moreThis edition of the Savvy Investor academic round-up offers the latest research from some of the top institutions around the globe today. With topics covering the widening gap between AI investment and AI value, the architecture of mutual f Fri, 17 Apr 2026 11:39:34 +0100https://www.savvyinvestor.net/blog/what-you-missed-last-week-April17Sri Lanka, battery power in India, and oil shocksExplore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Fri, 17 Apr 2026 10:54:24 +0100https://www.savvyinvestor.net/blog/nuveen-equilibrium-2026Welcome to EQuilibrium 2026 Structural shifts from artificial intelligence to evolving capital markets are reshaping how portfolios are built and managed. While short-term volatility persists, institutional investors remain focused on long-term goals. Nuveen’s latest EQuilibrium survey Mon, 13 Apr 2026 12:30:06 +0100https://www.savvyinvestor.net/blog/cma-q1-2026Explore insights from KKR, PGIM, AQR and moreThis selection of insights offers investors some of the latest capital market assumptions from industry leaders, as well as forward-looking takes on specific asset classes, such as infrastructure and real estate, an interactive toolkit for comparing exp Mon, 13 Apr 2026 12:17:49 +0100https://www.savvyinvestor.net/blog/what-you-missed-last-week-April13Supply shocks, a rough Q1, and the K-shaped recoveryExplore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Wed, 08 Apr 2026 12:34:48 +0100https://www.savvyinvestor.net/blog/views-from-the-desk-farmland-agritech-esg"Buy land, they’re not making it anymore” is a quote often misattributed to Mark Twain.Despite this misattribution, there is arguably logic in investing in scarcity. After all, space on planet earth is finite.Given this observation, should allocators consider digging deeper into the merits of Tue, 07 Apr 2026 15:46:34 +0100https://www.savvyinvestor.net/blog/must-reads-from-top-asset-managers-and-institutions-mar-26Near-term developments, long-term impactsWhat's happening today in the macro environment—and within markets and economies—is poised to have lasting effects on portfolios tomorrow. So what are the key themes that top asset managers and institutions are watching right now? Where are they seeing Tue, 07 Apr 2026 10:44:05 +0100https://www.savvyinvestor.net/blog/private-markets-edit-vc-and-pe-apr-26Has the music stopped for private equity and venture capital?Private equity (PE) and venture capital (VC) are the focus of this edition of the Private Markets Edit. This collection highlights a range of timely trends–not only within the asset classes themselves, but also in the new tools availab Thu, 02 Apr 2026 09:22:23 +0100https://www.savvyinvestor.net/blog/navigating-uncertainty-in-search-for-alpha-special-report-pgimOpportunities amid uncertaintyRead about PGIM’s four market-shaping themes, which anchor the firm’s six best investment ideas for the year ahead.PGIM experts discuss the impact of geopolitical developments, the need for diversified portfolios constructed for carry and income, the impact of art Wed, 01 Apr 2026 09:52:42 +0100https://www.savvyinvestor.net/blog/chart-pack-march-2026-geopolitics-and-commoditiesOn oil, rare earths, gold, and moreWe bring you essential data points from global asset managers and institutions covering the dynamics of geopolitics and commodity markets. Download the chart pack here. Mon, 30 Mar 2026 16:14:45 +0100https://www.savvyinvestor.net/blog/March-2026--top-papersThe Savvy Investor team presents the best-performing papers from March 2026 by number of downloads.[content_seed_blocks] Mon, 30 Mar 2026 11:26:29 +0100https://www.savvyinvestor.net/blog/cio-reading-list-mar-26How much longer does this cycle have to run?Amid today's geopolitical and technological shake-ups, it feels as though we're on the precipice of a once-in-a-century shift in markets. But so far, macro conditions have remained supportive and markets have weathered the volatility. So, for how much lo Thu, 26 Mar 2026 10:54:33 +0000https://www.savvyinvestor.net/blog/what-you-missed-last-week-March26Farmland, quantum computing, and energy shocksExplore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Wed, 25 Mar 2026 13:24:43 +0000https://www.savvyinvestor.net/blog/autocallable-etfs-bridging-the-gapRegister now: Bridging the Income Gap: Autocallable ETF Strategies for Today's Yield-Constrained MarketWith traditional fixed income still anchored near 4–5%, many investors face a persistent shortfall versus the higher income targets required to meet long term obligations. This gap has accelera Wed, 25 Mar 2026 11:33:11 +0000https://www.savvyinvestor.net/blog/views-from-the-desk-geopolitics-and-commodities-super-cycleEarlier this month, my colleague Prem Panesar wrote on the impact the conflict in the Middle East may have on oil. You can find the article here. In this week’s edition of Views from the Desk, however, I will take a broader look at the interplay between geopolitical developments and commodity ma Tue, 24 Mar 2026 10:17:52 +0000https://www.savvyinvestor.net/blog/heros-in-haystacksActive funds often fall short - do active portfolios fare better?Until now, SPIVA research has focused on evaluating individual active funds, rather than portfolios of active funds. In real-world scenarios where multiple active funds are combined, are underperformance trends amplified or does dive Mon, 23 Mar 2026 15:01:06 +0000https://www.savvyinvestor.net/blog/top-investment-content-march-26The world order is changing fast - position your portfolio accordinglyAs investors continue to endure AI and geopolitical disruptions, what are some of the top considerations to be aware of in portfolio management today? This collection of investment insights offers perspectives from industry thou Mon, 23 Mar 2026 14:02:53 +0000https://www.savvyinvestor.net/blog/fidelity-analyst-survey-2026Inside Fidelity’s 2026 Analyst Survey After several years of macro uncertainty, investor confidence is beginning to recover supported in part by a surge in corporate investment, particularly across artificial intelligence and the infrastructure enabling it. Fidelity’s latest Analyst Surve Mon, 23 Mar 2026 08:57:20 +0000https://www.savvyinvestor.net/blog/the-rise-and-potential-fall-of-etfs-mar-26What's driving this multitrillion-dollar market?The ETF market continues to see remarkable growth, with projections well into the tens of trillions of U.S. dollars worldwide over the next few years. What is driving this momentum? Which regions and sectors are seeing the most inflows? What types of Fri, 20 Mar 2026 11:40:18 +0000https://www.savvyinvestor.net/blog/what-you-missed-last-week-March20India GDP misestimation, China’s aging people, and physical AIExplore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Mon, 16 Mar 2026 16:20:51 +0000https://www.savvyinvestor.net/blog/portfolio-construction-and-risk-march-26Adapting portfolio construction to structural uncertaintyAs investors face challenges like equity concentration, the highest since the 1930s, and a shifting investment regime, which brings with it new risks and risk relationships, it is becoming clear that traditional methods of portfolio construc Mon, 16 Mar 2026 11:43:57 +0000https://www.savvyinvestor.net/blog/the-long-view-ai-and-geopolitics-mar-26AI is reaching deeper into the global economy's foundationsTwo big themes have been shaping the investment landscape so far in 2026: AI and geopolitical shifts. The long-term impacts of these two forces are still unknown. However, there are some signals that allocators can spot right now to better Fri, 13 Mar 2026 11:09:04 +0000https://www.savvyinvestor.net/blog/what-you-missed-last-week-March13Autocallables, 6G, and deep spaceExplore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Wed, 11 Mar 2026 15:38:21 +0000https://www.savvyinvestor.net/blog/monthly-chart-pack-pgim-2026-market-outlook-and-cmaNavigate the four macro themes that are shaping 2026This monthly chart pack focuses entirely on PGIM's 2026 Market Outlook and Capital Market Assumptions, highlighting the key themes that may shape the investment landscape in the year ahead. Explore the chart pack Mon, 09 Mar 2026 15:04:50 +0000https://www.savvyinvestor.net/blog/emerging-markets-march-26Why did emerging markets rallied this year?In a changing world economy, emerging markets are becoming central to global growth and wealth creation. From the rapid pace of innovation in China to increased M&A activity in Latin America to strategic trade policy shifts in India, the EM landscape