Savvy Investor BlogWebinar: Private Markets Opportunities: Seeking Growth, Scale and Democratization (State Street)
Thu, 14 Mar 2024 14:12:10 +0000https://www.savvyinvestor.net/node/1981140The results of State Street’s third annual Private Markets Survey, conducted among more than 500 institutional investors worldwide, forms the basis of this webinar. Participants will learn how their peers are responding to the continued global economic challenges facing the industry, and how reg
Forward-Looking Research from March
Thu, 14 Mar 2024 09:32:40 +0000https://www.savvyinvestor.net/blog/featured-papers-march-24A 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
Stocks and Sectors Under the Spotlight
Wed, 13 Mar 2024 09:17:36 +0000https://www.savvyinvestor.net/blog/stocks-and-sectors-march-24Equity investors need to re-think their strategies
Morningstar recently argued that the U.S. equity market may not be too expensive—depending on what metrics one uses. This is true of every stock market around the world: the data can be read in different ways. However, what matters to all
On Portfolio Construction and Diversification
Wed, 13 Mar 2024 08:39:06 +0000https://www.savvyinvestor.net/blog/portfolio-construction-march-24Diversification is no longer enough
BlackRock defines portfolio construction as such: "Portfolio construction is the process of understanding how different asset classes, funds and weightings impact each other, their performance and risk and how decisions ladder up to an investor's objectiv
Quant Allocation In 2024
Mon, 11 Mar 2024 09:32:59 +0000https://www.savvyinvestor.net/blog/quant-investing-update-march-24Key insights for allocators interested in quant investing
Are allocators still interested in quant investing? Recent years have left many quant funds in the shadows. However, a turning point for this sector may be coming. This collection of timely insights allows investors to spot the right
Webinar: Trackinsight 2024 Global ETF Survey Insights (State Street)
Fri, 08 Mar 2024 11:34:39 +0000https://www.savvyinvestor.net/node/1980715As one of the most anticipated surveys in the industry each year, the Trackinsight Global ETF survey, co-sponsored by J.P Morgan and State Street, provides a deep understanding of how professional investors and fund selectors are leveraging ETFs.
Bryon Lake, Global Head of ETF Solutions at J.P
Charts Of The Month - February 2024
Fri, 08 Mar 2024 11:32:28 +0000https://www.savvyinvestor.net/blog/chart-pack-feb-24Exploring key dynamics that changed markets in recent weeks
In this month’s Chart Pack, allocators can dive into three key forces that shaped the market conversation in February. The first of them was, unsurprisingly, artificial intelligence. There has been a lot of hype around it (again)
The Fixed Income Universe Offering
Wed, 06 Mar 2024 08:39:56 +0000https://www.savvyinvestor.net/blog/fixed-income-investing-update-march-24Thought leadership for fixed income allocators
This selection of timely insights brings fixed income allocators the latest analyses on a range of fixed income solutions. Here you can find perspectives on Muni bonds, private debt, monetary policy developments, and risk sharing solutions.
Private Markets In The New Cycle
Mon, 04 Mar 2024 10:00:20 +0000https://www.savvyinvestor.net/blog/private-markets-update-march-24Investors need to turn towards private markets—and soon
In times of fast change and heightened volatility, the private markets universe can offer stability and even attractive returns to investors willing to explore it. Here are some of the most thought-provoking insights into private mar
Emerging Markets: The New Set Of Opportunities
Thu, 29 Feb 2024 11:52:24 +0000https://www.savvyinvestor.net/blog/emerging-markets-in-focus-feb-24Where can allocators find alpha among emerging markets?
To answer the above question: everywhere—depending on one's investment strategy. Certain emerging markets are making good progress on a number of macroeconomic metrics, offering global investors a compelling set of opportunities for
CIO Reading List: February 2024
Wed, 28 Feb 2024 09:27:12 +0000https://www.savvyinvestor.net/blog/cio-reading-list-feb-24The latest outlooks and market perspectives
Each month we select some of the best pieces of recent market insight for the benefit of time-poor executives. Explore this month’s collection of timely economic analysis from a range of global asset managers and institutions to help with your a
Forward-Looking Research from February
Mon, 26 Feb 2024 09:35:29 +0000https://www.savvyinvestor.net/blog/featured-content-feb-24Efficient capital allocation in a fast-changing world
How can investors stay ahead of the fast-changing markets? Will the new geopolitical order provide more risks than opportunities? When will—if ever—the U.S. retirement system become the "time bomb" of retirees' disappointment? These
Successfully Deploying ESG Strategies
Fri, 23 Feb 2024 08:54:53 +0000https://www.savvyinvestor.net/blog/esg-and-sustainable-investingStaying ahead with these ESG-related insights
Will ESG ever recover from the decline in investor interest in sustainable capital allocation? And if so, when can investors expect to see a revival take place? This selection of timely insights on ESG and broader sustainable investing will help
Thought-Provoking Insights from February
Wed, 21 Feb 2024 10:38:29 +0000https://www.savvyinvestor.net/blog/thought-provoking-pieces-feb-24Top insight from this month
This year will be pivotal for the global economy. Seventy-six countries hold elections, deciding the economic and political fate of around 4.4 billion people. As ever, investors will continue to explore novel ways to generate alpha against an unpredictable backgr
Will U.S. Banks Cause Another Crisis?
Mon, 19 Feb 2024 09:25:00 +0000https://www.savvyinvestor.net/blog/another-banking-crisisFrom U.S. regional banks to the global banking system
Banks are back in the spotlight again. This time, U.S. regional banks are facing challenges thanks to a wobbly commercial real estate sector. Will these risks grow bigger, threatening the stability of the entire global financial system o
Are Commercial Real Estate Problems Poised to Spread?
Fri, 16 Feb 2024 09:00:43 +0000https://www.savvyinvestor.net/blog/cre-a-correction-soonA bubble is about to burst—or so it seems
Commercial real estate is under pressure. The main culprit: tight monetary policy. In particular, the U.S. real estate market—and by implication the real estate debt sector—has come under intense scrutiny. This week, an article by Bloomberg st
The Real Story Behind Today's Global Economy
Wed, 14 Feb 2024 09:43:58 +0000https://www.savvyinvestor.net/blog/the-real-story-behind-the-global-economyThe latest thoughts on the direction of the world economy
The U.S. economy tells a positive story—growth has been better than expected. But for how long? Meanwhile, in Europe, Germany’s economy is wobbling. And emerging markets paint an unclear picture, with plenty of dark spots counter
What Now For Equity Investors?
Mon, 12 Feb 2024 14:44:12 +0000https://www.savvyinvestor.net/blog/stock-market-update-feb-24The latest insights into stock market developments
With the U.S. equity market remaining at elevated levels and Chinese stocks seemingly entering a period of increased volatility, investors may wonder where promising equity opportunities lie. This collection of insights offers intriguing pe
Charts of the Month - January 2024
Fri, 09 Feb 2024 08:52:16 +0000https://www.savvyinvestor.net/blog/chart-pack-jan-24Three key themes that moved markets in January 2024
This latest edition of the Chart Pack provides allocators with three stories that have defined the market narrative over the last month. First, we look at how monetary policy is transmitted across the system. Then we explore what has been
Positioning For Change: Traversing a New Macro Landscape
Wed, 07 Feb 2024 16:06:54 +0000https://www.savvyinvestor.net/blog/positioning-for-changeTackling the question of growth, income, and diversification
What stance should investors take in a decade that promises to be like no other? Huge changes are taking place in the macro environment, all of which are altering the very nature of economic cycles themselves.
RE
Why Invest In Commodities?
Wed, 07 Feb 2024 09:36:53 +0000https://www.savvyinvestor.net/blog/why-invest-in-commoditiesThe benefits and drawbacks of allocating to commodities
In an age of growing uncertainty, commodities can offer investors a way to fight against instability while protecting—or even building—their wealth. This collection of insights brings allocators the latest thoughts on gold, natural
Simmering Below The Surface: The Transition To Cleaner Energy
Fri, 02 Feb 2024 11:29:13 +0000https://www.savvyinvestor.net/blog/energy-transition
The transition will not be televised
There is a societal transition simmering below the surface: the shift to cleaner energy and a more sustainable economy. Now, more than ever, we see that long-term economic growth depends upon breaking the dependency on fossil fuels.
In this 3-
Forward-Looking Research From January
Fri, 02 Feb 2024 09:41:34 +0000https://www.savvyinvestor.net/blog/featured-papers-jan-24Helping allocators decide what to do next in a changing world
The world is changing fast. With this change come numerous new opportunities and risks for allocators. The selection of papers collected below offers investors insight into some of the key developments that are creating tomorrow�
Our Top Reads of 2023
Wed, 31 Jan 2024 14:12:53 +0000https://www.savvyinvestor.net/blog/top-reads-2023Something for everyone
With the movie industry's glitterati well into their annual celebrations of the best and most successful, it got us thinking—what were our standout pieces of thought leadership from 2023?
We're probably not best placed to tell you which flick had the best visual
Thought-Provoking Insights From January
Mon, 29 Jan 2024 09:38:48 +0000https://www.savvyinvestor.net/blog/top-papers-jan-24How can investors thrive in the new economic order?
Today we present some of the most insightful pieces we've read this month. They touch on a host of issues, from the re-shaping of the global economy, private credit, and Sustainable Development Goals to crypto assets and equity markets. Al
CIO Reading List: January 2024
Thu, 25 Jan 2024 10:22:29 +0000https://www.savvyinvestor.net/blog/cio-reading-list-jan-24Here are some of the most important pieces CIOs should read…
In this selection of insights, we bring together a range of perspectives on everything from nuclear energy, smart infrastructure, monetary policy, to private debt. At the root of every good (or bad) capital allocation decision i
Outlooks 2024: Part VII
Wed, 24 Jan 2024 09:14:28 +0000https://www.savvyinvestor.net/blog/outlooks-2024-part-viiNovel insights into the potential future paths of global markets
This latest compendium of outlook pieces provides investors with key insights into major developments that will likely shape 2024, such as the future of the healthcare sector, the prospects for emerging markets, and the likely
Private Markets: Where Are the Opportunities?
Mon, 22 Jan 2024 09:21:31 +0000https://www.savvyinvestor.net/blog/private-markets-insightsThe latest views on PE, PC, and Hedge Funds
The year is underway, and allocators have already started exploring where the best alpha opportunities are in the current macro environment. Today’s selection of highlights comprises some of the most thought-provoking insights in private markets
One For Fixed Income Investors
Fri, 19 Jan 2024 11:37:10 +0000https://www.savvyinvestor.net/blog/fixed-income-markets-opportunities-and-risks-in-2024Opportunities in a new credit cycle
Last year was volatile for fixed income markets. Will 2024 be different? Signs suggest that U.S. monetary policy may have peaked. However, uncertainty over interest rate movements remains. Will they move up, down, or stay flat? In this new market env
2024 Outlook: Navigating the Descent
Fri, 19 Jan 2024 11:22:56 +0000https://www.savvyinvestor.net/blog/2024-outlookRead Outlook
It’s a new year and the global economy is sailing into the unknown after the steepest rate-hiking cycle in decades. The resilience we saw in 2023 may make way for a growth slowdown across developed markets in 2024.
Key takeaways:
Developed market central banks have lik
Growth and Change: Locking in certainty in an uncertain world
Thu, 18 Jan 2024 15:05:16 +0000https://www.savvyinvestor.net/blog/growth-and-changeExploring the rapid growth of private credit and where future opportunities may lie
Private credit has quickly grown in size and importance in both the U.S. and Europe, and borrower appetite in these regions is increasing. It is vital that investors understand the evolution this asset clas
Insights Into Sustainable Investing
Wed, 17 Jan 2024 10:31:44 +0000https://www.savvyinvestor.net/blog/sustainable-investing-insightsIs the world making progress toward net zero?
The world is moving closer to saying goodbye to fossil fuels. Yet, to achieve this goal a lot of work must still be done. In particular, the global energy system requires substantial investments for a successful transition. Sustainabl
Equity Markets Update: January 2024
Mon, 15 Jan 2024 09:24:08 +0000https://www.savvyinvestor.net/blog/equity-markets-update-jan-24The latest insights into stock markets and sectors
Can investors still find alpha among public equities within today’s fast-changing macroeconomic environment? The papers in this collection, from Canvas, Dow Jones Indices, Hussman Funds, and others, have been written to help answer this q
Outlooks 2024: Part VI | JPM AM's Q1 Guide to Markets
Fri, 12 Jan 2024 09:20:53 +0000https://www.savvyinvestor.net/blog/outlooks-24-part-vi-and-guide-to-markets-q1-24Top forward-looking insights for 2024
This special edition of our continued series of market and economic outlooks features JP Morgan AM's Guide to Markets for Q1 2024, as well as an opportunity to register for LGIM's webinar on the balance between investment returns and protecting the natu
How Are Emerging Markets Positioned For 2024?
Wed, 10 Jan 2024 09:39:38 +0000https://www.savvyinvestor.net/blog/emerging-markets-update-jan-24The latest insights into emerging markets
One question that investors interested in emerging markets will be asking throughout 2024 is how to generate attractive returns while navigating a quickly growing set of risks. These papers offer thought-provoking perspectives on the challenges and
Webinar: Nature Nurture – Can investors seek to protect nature and still deliver returns? (LGIM)
Mon, 08 Jan 2024 16:16:07 +0000https://www.savvyinvestor.net/blog/webinars-nature-nurtureCLICK TO WATCH: Nature Nurture – Can investors seek to protect nature and still deliver returns?
This webinar gathered a range of experts to discuss why nature is such a critical topic, strategies for navigating the evolving regulatory environment surrounding it, and the potential opport
Outlooks 2024: Part V
Mon, 08 Jan 2024 09:00:31 +0000https://www.savvyinvestor.net/blog/outlooks-2024-part-vA new path opens for investors in 2024
What are the main themes set to shape this year? Where might investors find the right opportunities in such a rapidly changing world? This collection of outlooks provides some thoughtful perspectives on these questions and tackles a number of core them
December's Most Thought-Provoking Insights
Fri, 05 Jan 2024 10:05:32 +0000https://www.savvyinvestor.net/blog/top-content-dec-23Some of the best pieces from the last month of 2023
Here is a selection of some of the most engaging and thought-provoking pieces we read during December. Investors will find perspectives from the likes of BlackRock, OECD, and BloombergNEF on a wide range of subjects, including the transiti
Forward-Looking Research from December
Wed, 03 Jan 2024 10:34:55 +0000https://www.savvyinvestor.net/blog/featured-content-december-23What are the key forces driving markets in the future?
This collection of insights from December provides allocators with key perspectives into crucial market developments. These include the changing universe of emerging markets, the transformation of equity investing, and the continuous ri
Risk Management 2.0
Fri, 22 Dec 2023 11:51:53 +0000https://www.savvyinvestor.net/blog/risk-management-two-point-oReducing risk and boosting returns in the year ahead
Geopolitical conflicts, the return of inflation, monetary policy headwinds, and tight correlation between asset classes—these are just some of the risks facing allocators in the year ahead. How can investors mitigate these without incur
Outlooks 2024: Part IV
Wed, 20 Dec 2023 09:10:02 +0000https://www.savvyinvestor.net/blog/outlooks-part-fourCan allocators find the right opportunities in 2024?
In this latest collection of market and economic outlooks, we bring together insight from renowned global asset managers, including BlackRock and MFS, to offer allocators the sharpest perspectives for the next 12 months. The consensus poi