Fri, 11 Sep 2026 15:30:06 +0100https://www.savvyinvestor.net/blog/what-you-missed-last-week-September11Alternative assets, large-language models, and billionaires Explore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Wed, 09 Sep 2026 09:33:22 +0100https://www.savvyinvestor.net/blog/new-rules-for-index-investingUnderstand the implications for your portfoliosPassively managed indexes have surged in popularity. But with higher interest rates, increased geopolitical instability, and AI concentration risks, is there a stronger case for active management? Discover the latest thinking on index investing with t Mon, 07 Sep 2026 09:15:39 +0100https://www.savvyinvestor.net/blog/the-gateway-to-europeFind out what role Europe can play in your portfoliosWith shifting market conditions and geopolitical uncertainty, Europe faces questions around structural investment, fiscal consolidation, and AI productivity. But with this uncertainty comes opportunities – and risks – for investors. Insights Fri, 04 Sep 2026 15:43:45 +0100https://www.savvyinvestor.net/blog/keep-calm-and-keep-diversifyingRegister now: Global Fixed Income In Focus: Keep Calm and Keep DiversifyingWhat role should global fixed income play in portfolios today? Join MFS Co-CIO of Fixed Income Pilar Gomez-Bravo as she discusses the benefits of diversification and how investors can navigate evolving global risks, includi Fri, 04 Sep 2026 12:40:25 +0100https://www.savvyinvestor.net/blog/what-you-missed-last-week-September4China's resurgence, active ETFs, and the metals race Explore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Thu, 03 Sep 2026 16:03:20 +0100https://www.savvyinvestor.net/blog/top-investment-content-august-26How is asset management evolving?Savvy Investor’s top picks for August feature the latest developments across markets and institutional investors, identifying trends, tools, and other topics of note for allocators. Insights from Natixis IM, PIMCO, PGIM, and more highlight how industry leaders ar Tue, 01 Sep 2026 09:39:44 +0100https://www.savvyinvestor.net/blog/monthly-chart-pack-aug-26-megatrendsThe latest insights on AI, the energy transition, and moreThis latest edition of the Savvy Investor monthly chart pack brings investors some of the most notable data points on megatrends like the technology and energy transitions that are shaping portfolios for the long term. Download the cha Fri, 28 Aug 2026 11:33:51 +0100https://www.savvyinvestor.net/blog/most-engaged-with-pieces-of-content-aug-26The analysis that made allocators think in AugustThe 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.[content_seed_blocks]   Wed, 26 Aug 2026 14:56:40 +0100https://www.savvyinvestor.net/blog/cio-reading-list-aug-26Is uncertainty the new normal?In this edition of the CIO Reading List, thought leaders explore the forces shaping allocations today and where they're creating risks and opportunities. Insights from thought leaders like BNP Paribas, Fisher Investments, and more discuss the lates Mon, 24 Aug 2026 16:40:06 +0100https://www.savvyinvestor.net/blog/the-long-view-public-marketsInsights from MacKay Shields, Ashmore, PIMCO, and moreEstimates from the OECD put the value of publicly traded equities at about $140 trn. Meanwhile, data from MSCI suggests that fixed income instruments that are publcly traded are valued at about $145 trn. This gives a pool of liquid assets of ab Mon, 24 Aug 2026 16:05:46 +0100https://www.savvyinvestor.net/blog/what-you-missed-last-week-August24AI alpha, BDC equities, and climate investing  Explore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Wed, 19 Aug 2026 15:05:21 +0100https://www.savvyinvestor.net/blog/the-new-map-of-emerging-marketsUncorrelated returns and higher risks?The old narrative about emerging markets – where the risks seemed to outweigh the benefits – no longer applies. While risks still exist, the story has shifted, giving investors reason to revisit EMs, particularly as they seek new sources of diversification Mon, 17 Aug 2026 09:12:45 +0100https://www.savvyinvestor.net/blog/academic-roundup-aug-26AI readiness, trend following, the plutonomy, and moreThis edition of the Savvy Investor Academic Round-Up offers the latest research from top institutions worldwide. From value investing to the evolution of risk, and from AI to B/P, CLOs, and more, the conclusions they find can help investors tak Fri, 14 Aug 2026 16:35:58 +0100https://www.savvyinvestor.net/blog/what-you-missed-last-week-August17Robotics, perpetual futures, and AI-powered private creditExplore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks]   Wed, 12 Aug 2026 09:00:41 +0100https://www.savvyinvestor.net/node/2004630Oil, gold, and more electricityThe race for AI sovereignty and the need for energy security have brought commodities to the forefront of investors' dialogue. What role can these assets play in portfolios over the long run? Where can investors access the most dynamic opportunities? PGIM, GMO, and o Mon, 10 Aug 2026 13:47:47 +0100https://www.savvyinvestor.net/blog/monthly-chart-pack-jul-26-small-cap-equitiesSome allocators are looking for alpha among small-capsIn this edition of the Savvy Investor monthly chart pack, we take a closer look at small-cap equities in the current market environment. Content from JP Morgan Private Bank, Robeco, Fidelity International, and more explores the driving forces b Wed, 05 Aug 2026 12:08:32 +0100https://www.savvyinvestor.net/blog/cio-reading-list-july-26Have markets entered a new era?In this edition of the CIO Reading List, investors will find not only the forces shaping allocations today and some interesting opportunities to consider, but also the forces behind those forces shaping allocations. Read insights from top thought leaders on power dem Mon, 03 Aug 2026 14:58:52 +0100https://www.savvyinvestor.net/blog/savvy-edit-pe-and-pd-aug-26All quiet on the PE front, unlike in the PD trenchesIn this edition of the Private Markets Edit, focused exclusively on parts of the private markets universe, Savvy Investor has put together some of the latest thought pieces on private equity and private debt from global institutions and experts. Mon, 03 Aug 2026 09:46:45 +0100https://www.savvyinvestor.net/blog/ai-powered-private-creditRegister now: AI-powered private credit: Scale, efficiency and oversightArtificial intelligence has become one of the most talked-about themes in private credit, with much of the discussion focused on autonomous investing and machines replacing human decision-making. In reality, AI is delivering i Fri, 31 Jul 2026 13:40:03 +0100https://www.savvyinvestor.net/blog/what-investors-read-in-july-26Here is what resonated best with allocators in JulyThe Savvy Investor team has rounded up below the most-engaged-with pieces of investment content from July for each allocator type.[content_seed_blocks] Wed, 29 Jul 2026 14:12:03 +0100https://www.savvyinvestor.net/blog/top-investment-content-july-26A narrower path lies ahead, but opportunities remainSavvy Investor’s top picks for July feature the latest macro developments and investment opportunities to help you make decisions for your portfolio. Discover insights from PIMCO, PGIM, Orbis Investments, and more on assets from EMs to HALOs an Wed, 29 Jul 2026 11:12:48 +0100https://www.savvyinvestor.net/blog/mfs-special-report-personalizing-the-dc-planPersonalization over productsThis Special Report, sponsored by MFS Investment Management, explores why personalization is emerging as the key driver of better retirement outcomes in defined contribution plans.Drawing on insights from MFS's 2026 DC Plan Sponsor Survey and featuring Jeri Savage, Lea Wed, 29 Jul 2026 09:33:14 +0100https://www.savvyinvestor.net/blog/signal-edition-4Where are institutional investors finding opportunities in fixed income?The fixed income conversation is becoming more nuanced.Using proprietary engagement data, this edition of Signal explores how institutional investors are shifting their attention from macro forecasts towards implementation, sp Mon, 27 Jul 2026 16:00:28 +0100https://www.savvyinvestor.net/blog/asset-allocation-and-portfolio-construction-top-pickThe latest on asset allocation and portfolio constructionIn today’s uncertain world, investors need to construct portfolios that can withstand various scenarios. The question is how best to do so to both mitigate risk and meet investment goals. This collection of thought pieces offers insights i Fri, 24 Jul 2026 14:52:53 +0100https://www.savvyinvestor.net/blog/what-you-missed-last-week-July24AI investment, energy transition, and what if Trump is right? Explore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Wed, 22 Jul 2026 13:11:33 +0100https://www.savvyinvestor.net/blog/mid-year-outlooks-2026-part-iiArtificial intelligence vs. geopoliticsSavvy Investor has curated another collection of mid-year outlooks from thought leaders like Robeco, M&G Investments, Lazard, and more, covering the most timely market and macro themes. From commercial real estate to gold to fixed income and where to "pla Fri, 17 Jul 2026 15:57:17 +0100https://www.savvyinvestor.net/blog/what-you-missed-last-week-July17Rethinking U.S. exceptionalism, human rights risks and Brazil’s visionExplore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Wed, 15 Jul 2026 10:17:23 +0100https://www.savvyinvestor.net/blog/monthly-chart-pack-june-26-pgim-mid-year-outlookDiscover PGIM's four key investment themesWhat's changing in the markets, and what does it mean for investors? PGIM's mid-year investment outlook highlights a series of themes and charts that tell a tale of tailwinds and thicker tails, a new yield paradigm, and more.Download the chart pack Mon, 13 Jul 2026 15:59:04 +0100https://www.savvyinvestor.net/blog/investment-outlooks-simplified-first-editionUncover at-a-glance insights into key asset classesAs asset managers and investment banks publish their mid-year outlooks, Savvy Investor's summary of their main themes and top insights can help you stay up to date at a glance. Get the latest on macro and market views from thought leaders like Inv Fri, 10 Jul 2026 17:07:45 +0100https://www.savvyinvestor.net/blog/what-you-missed-last-week-July13AI globalizing stock markets, CRE recovery, Trump AccountsExplore 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 Jul 2026 13:31:44 +0100https://www.savvyinvestor.net/blog/us-equities-vs-international-equitiesShould investors stay with U.S. markets or look elsewhere for alpha?One of the most important debates in investment is the long-term viability of U.S. stocks to deliver solid returns, given the valuation and concentration risks. Some allocators are turning toward the international opportunity set Mon, 06 Jul 2026 13:48:04 +0100https://www.savvyinvestor.net/blog/what-you-missed-last-week-July3The U.S. at 250, India’s economic façade, AI and neutral ratesExplore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Mon, 06 Jul 2026 10:03:58 +0100https://www.savvyinvestor.net/blog/cio-reading-list-june-26What CIOs need to know right nowFrom trends in AI, energy, and mega-IPOs, to asset class insights on core fixed income, secondaries, farmland, and more, Savvy Investor’s monthly CIO reading list includes the latest perspectives from global thought leaders like Metlife IM and Deutsche Bank to hel Wed, 01 Jul 2026 14:29:21 +0100https://www.savvyinvestor.net/blog/top-investment-content-june-26Markets continue to navigate an uncertain terrainThis month's selection of top investment content covers a variety of different topics impacting markets today – from mega IPOs and a benchmark reset to the digital money supply and, of course, AI and energy prices. But they all boil down to the sa Mon, 29 Jun 2026 13:28:42 +0100https://www.savvyinvestor.net/blog/mid-year-outlooks-2026Explore what the next six months may hold in store for marketsThe theme of the year to date has been uncertainty in a fragmented world, but markets have remained remarkably resilient in the face of it. How long can that last amid continued strains – and new pressures like the approaching U.S. mi Thu, 25 Jun 2026 10:50:28 +0100https://www.savvyinvestor.net/blog/orbis-investments-special-report-emerging-markets-reconsideredUpdating the investment mapThis Special Report explores why investors need to update their way of thinking about emerging markets. Historically, these opportunity sets were considered as volatile and fraught with governance issues and political crises. This was a reputation earned in recent years: 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,