Wed, 24 Jun 2026 11:07:27 +0100https://www.savvyinvestor.net/blog/pgim-2026-mid-year-outlook-showcasePGIM's 12-month outlook explores how the AI investment cycle, evolving rate dynamics, and geopolitical developments are reshaping markets, while highlighting where selectivity, diversification, and income opportunities may be most compelling. Themes include:Tailwinds and Thicker TailsNew Wed, 24 Jun 2026 09:50:57 +0100https://www.savvyinvestor.net/blog/savvy-edit-real-estate-and-infrastructureBuilding the new world economyBuilding capacity for AI and new energy sources while repairing old roads, bridges, and other infrastructure requires trillions of U.S. dollars globally. This presents a huge opportunity for investors willing to explore what infrastructure and real estate can do for p Mon, 22 Jun 2026 08:49:25 +0100https://www.savvyinvestor.net/blog/the-long-view-liquid-and-illiquid-alternativesThe cost of diversificationInvestors searching for greater diversification have been considering  uncorrelated return streams from private credit, real estate, infrastructure, and other alternatives. Insights from Berenberg, PIMCO, GMO, and more break down the risks and opportunities that exi Fri, 19 Jun 2026 16:39:26 +0100https://www.savvyinvestor.net/blog/what-you-missed-last-week-June19Euro bank competitiveness, exploring GARP, Russia’s economyExplore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Thu, 18 Jun 2026 08:54:16 +0100https://www.savvyinvestor.net/node/2003540Every four years, nations from all over the globe get behind their respective teams in the pursuit of glory. Closer to home, every four years, fellow England fans prep their reasons in earnest to leave the office early and watch the Three Lions, hedging their bets on how many pints may tip the bal Wed, 17 Jun 2026 11:09:57 +0100https://www.savvyinvestor.net/blog/a-new-paradigm-for-fixed-income-investorsFind out what role can fixed income play in your portfoliosFixed income investors are facing questions around geopolitical developments, large government deficits, private credit, and concentration risk linked to AI-driven spending. Timely content from industry thought leaders like PIMCO, Amundi, Mon, 15 Jun 2026 12:34:33 +0100https://www.savvyinvestor.net/blog/must-reads-from-top-asset-managers-and-institutions-jun-26Explore timely takes on crucial market developmentsWhat do private credit, secondaries, AI, and mega-IPOs have in common? They're all considerations that are front of mind for asset managers today. This collection of thought pieces from PGIM, Morningstar Indexes, and more is designed to help inves Fri, 12 Jun 2026 11:29:58 +0100https://www.savvyinvestor.net/blog/rethinking-portfolio-construction-fidelityRetirement investing is evolving against a backdrop of market uncertainty, technological change, and shifting investor expectations. As institutions look to build more resilient portfolios for the future, questions around diversification*, income generation, risk management, and long-term outcomes Fri, 12 Jun 2026 11:15:20 +0100https://www.savvyinvestor.net/blog/what-you-missed-last-week-June12Even Musk admirers should be troubled, the global birth crash, and European AIExplore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Wed, 10 Jun 2026 14:52:40 +0100https://www.savvyinvestor.net/blog/the-new-retirement-landscape-2026Demographics, government debt, and AI are changing retirementWith pension and retirement assets nearing $70 trillion globally, these investments play a significant role in financial markets – and vice versa. From plan design and regulatory changes to new tools and solutions for plan sponsors and Tue, 09 Jun 2026 13:01:53 +0100https://www.savvyinvestor.net/blog/the-global-economy-is-changing-fastInsights from Ares, S&P Global, and moreThe world is changing, and how investors adapt is crucial for success. From macro considerations to market opportunities to thoughts on strategy amid uncertainty, this collection of insights from industry leaders offers ideas on how to keep portfolios re Tue, 09 Jun 2026 10:26:13 +0100https://www.savvyinvestor.net/blog/investing-in-a-new-europeInsights from Goldman Sachs, PIMCO, Amundi, and moreEuropean economies and markets are undergoing a rapid transformation. Geopolitical conflicts have impacted energy prices, adding pressure on the region, while the increase in spending on defense and demand for technological autonomy are changing Fri, 05 Jun 2026 11:39:31 +0100https://www.savvyinvestor.net/blog/surviving-the-rapture-amundi-company-showcaseWhile the world faces another international geopolitical crisis, the global economy is moving through a structural shift. Continued ruptures and fragmentation have led to volatility becoming embedded in this new regime. Rupture has become the system.For Europe, these repeated shocks have left the Fri, 05 Jun 2026 10:55:39 +0100https://www.savvyinvestor.net/blog/what-you-missed-last-week-June6Credit review, cashing in the chips? And small-cap growthExplore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] 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