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, 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]