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 Fri, 06 Mar 2026 11:03:11 +0000https://www.savvyinvestor.net/blog/what-you-missed-last-week-Mar6The Middle East, concentration, and agentic 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, 02 Mar 2026 16:13:15 +0000https://www.savvyinvestor.net/blog/top-investment-content-feb-26Analysis from PIMCO, Deutsche Bank, Polen Capital, and moreIndustry thought leaders share their insights on the geopolitical, technological, and behavioral shifts impacting markets around the world today. This curated collection covers a wide range of topics from EMs to AI, productivity to sustain Mon, 02 Mar 2026 12:24:01 +0000https://www.savvyinvestor.net/blog/cio-reading-list-feb-26Explaining the past is easy - positioning for the future, difficultDiversification remains a core investment topic for 2026. This collection of insights brings thought leadership that will help allocators tackle this challenge.[content_seed_blocks] Fri, 27 Feb 2026 11:00:30 +0000https://www.savvyinvestor.net/blog/what-you-missed-last-week-Feb27The LA wildfires, bitcoin, and geothermal energyExplore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Thu, 26 Feb 2026 10:50:54 +0000https://www.savvyinvestor.net/blog/signal-edition-3How are institutional investors positioning for AI?AI is influencing both what institutions own and how they operate.Using proprietary engagement data, this edition of Signal maps the debates, priorities and implementation trends shaping portfolios and governance frameworks today.Read the latest e Mon, 23 Feb 2026 13:55:15 +0000https://www.savvyinvestor.net/blog/must-reads-from-top-asset-managers-and-institutions-feb-26Navigate the K-shaped economy and find alphaNavigating the current, fast-changing market environment is an ongoing challenge for all investors. Read insights on this topic from Robeco, S&P Dow Jones Indices, Mawer Investment Management and more.[content_seed_blocks] Mon, 23 Feb 2026 13:14:10 +0000https://www.savvyinvestor.net/blog/natixis-investment-managers-showcase-private-markets-at-a-turning-pointExplore timely private assets insights from Natixis Investment ManagersGlobally, private assets under management have grown at a rapid pace over the last three decades. However, in the last two years, private markets seem to have reached a turning point. Private equity fundraisings and exits have Mon, 23 Feb 2026 10:05:45 +0000https://www.savvyinvestor.net/blog/private-markets-edit-private-re-and-inf-feb-26Explore a $5.8 trillion global marketNew data suggests that the global private real estate and infrastructure sectors are worth around $5.8 trillion combined. This figure is likely to increase, driven by growing demand for data centers and the energy transition. Explore the latest insights into th Fri, 20 Feb 2026 10:19:59 +0000https://www.savvyinvestor.net/blog/what-you-missed-last-week-Feb20NYC credit, China robotics, and supply chain financingExplore 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 Feb 2026 11:48:08 +0000https://www.savvyinvestor.net/blog/academic-investment-content-roundup-feb-26Discover the most insightful academic content for investorsThis edition of the Savvy Investor academic round-up presents papers covering a range of topics to aid in your asset allocation decisions. Themes include the impact of U.S. tariffs, insider trading alpha, trend-following, and long-term all Mon, 16 Feb 2026 10:08:24 +0000https://www.savvyinvestor.net/blog/asset-allocation-feb-26Embracing risk in a changing macroeconomic regimeMarkets are changing fast. Economies are being reshaped. Geopolitical spheres of influence are shifting. In this environment, it makes sense that asset allocation must be dynamic and nimble. Explore the insights below to develop your edge in this sp Fri, 13 Feb 2026 10:55:49 +0000https://www.savvyinvestor.net/blog/what-you-missed-last-week-Feb13Tech tantrums, Jake Sullivan speaks, and VenezuelaExplore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Mon, 09 Feb 2026 12:16:06 +0000https://www.savvyinvestor.net/blog/mapping-the-new-geopolitical-landscape-in-the-age-of-aiStay on top of the most important macro developmentsOver the last decade, geopolitics has become a larger concern for investors, with the U.S. administration’s recent moves to restructure the post-WW2 order accelerating this. Artificial Intelligence lies at the heart of many of these tensions � Mon, 09 Feb 2026 10:02:20 +0000https://www.savvyinvestor.net/blog/the-long-view-fixed-income-marketsHow much private credit is too much?The Long View brings investors the latest, most in-depth, and most pragmatic takes on the forces shaping specific asset classes. This first instalment focuses on fixed income. From forward-looking analysis on private credit markets to deep dives into key regions Fri, 06 Feb 2026 11:47:09 +0000https://www.savvyinvestor.net/blog/pimco-showcase-fixed-income-insights-26Critical insights for the next 12 months Uncertainty defined 2025. Unexpected geopolitical shocks roiled markets and drove volatility, yet the global economy proved resilient in the face of U.S. tariffs, and risk assets performed strongly despite mounting concerns. What will the next 12 month Fri, 06 Feb 2026 10:37:50 +0000https://www.savvyinvestor.net/blog/what-you-missed-last-week-Feb6Retail rebound, dismissing nostalgia, and clean energyExplore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Thu, 05 Feb 2026 09:55:04 +0000https://www.savvyinvestor.net/pgim-showcase-the-year-ahead-2026Four key themes emerge in 2026 with far-reaching implications across asset classesFiscal dominance, structural growth, productivity gains, and the convergence of public and private markets stand out as four themes shaping the investment landscape in 2026.PGIM's "The Year Ahead" connects macro outl Mon, 02 Feb 2026 10:00:15 +0000https://www.savvyinvestor.net/blog/chart-pack-january-26Will 2026 bring better opportunities for investors?Explore charts that surface what top asset managers and investment banks believe 2026 could bring allocators. Further reading from the likes of Deloitte, Ares, and Brookfield are included. Download the chart pack. Mon, 02 Feb 2026 03:28:22 +0000https://www.savvyinvestor.net/blog/cio-reading-list-jan-26CIOs are navigating an emerging new world orderCIOs everywhere are asking themselves one question: Where are the opportunities right now? To answer this, new ways of looking at the market landscape are required. We invite you to explore practical insights from Blackstone, Deutsche Bank, and more.[ Fri, 30 Jan 2026 10:45:27 +0000https://www.savvyinvestor.net/blog/what-you-missed-last-week-Jan30Tokenomics, the quantum threat, and turbulent skiesExplore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.[content_seed_blocks] Tue, 27 Jan 2026 15:13:43 +0000https://www.savvyinvestor.net/January-2026-top-papersTop 10 papers for January 2026We present the best-performing papers from January 2026 by number of downloads[content_seed_blocks] Tue, 27 Jan 2026 12:50:38 +0000https://www.savvyinvestor.net/blogs/globalrestructuringGlobal dynamics are shifting at an unprecedented pace. Artificial intelligence is redefining productivity, trade patterns are evolving, and questions around U.S. debt sustainability and the dollar’s role continue to challenge long-standing economic assumptions. Against this backdrop, navigating Mon, 26 Jan 2026 11:21:14 +0000https://www.savvyinvestor.net/blog/top-investment-content-jan-26From Venezuela to AI's impact on jobsThis year started with another big geopolitical event: the U.S. intervention in Venezuela, a development that may have massive consequences on the oil market and the broader world economy. Meanwhile, the AI boom continues, and equity market risks remain at the