July's Most Thought-Provoking Research

If you read anything this week, read this

It is often difficult to select the best of the best content, but what makes the selection below stand out is its timeliness. Investors need to keep up with the changing world around them to continue being efficient at doing what they do best: allocating capital efficiently.

A Thematic Approach to Harness Change Within Portfolios (Wellington Management)

Learn how a thematic approach can help harness change within portfolios despite challenging macro developments.

Emerging Market Debt Sovereigns 2023: Capturing Alpha (MetLife IM)

Over the last quarter of a century, the emerging markets opportunity set has grown in depth and size.

Forward-looking Insights: Walking The Line (LGIM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

As monetary policy continues to tighten, where should credit investors look for alpha opportunities?

Fiduciary Management Investment Performance Review (Barnett Waddingham)

For compliance reasons, this paper is only accessible in certain geographies

In the new market regime, fiduciary management goes well beyond return-seeking assets. Find out more what fiduciary management implies today.

A New Era for Longevity (LCP)

For compliance reasons, this paper is only accessible in certain geographies

Defined benefit pensions remain under severe pressure. This report examines the latest longevity trends and their impact on these pension schemes.

MFS Long-term Capital Market Expectations: July 2023 (MFS)

For compliance reasons, this paper is only accessible in certain geographies

Long-term capital expectations are useful tools for investors taking a long-term view. This report offers the latest forecast from MFS.

A Conversation With Chris Skidmore MP On The UK's Climate Policy (Man Group)

In this podcast, Chris Skidmore MP, former Minister and Chair of the UK Net Zero Review, explains the UK's plans for transitioning to a greener economy.

AI and the quiet revolution of machine learning (Invesco)

Artificial intelligence and machine learning continue to make steady progress. Investors ought to pay a great deal of attention to this space.

How Do Rising Interest Rates Affect Natural Capital Investments? (Nuveen)

What impacts will higher interest rates have on natural capital investments? This report provides compelling answers based on solid data analysis.

Pathways To Progress in Private Infrastructure (UBS AM)

Decarbonization is one of the most important investment themes. In the space of private infrastructure, the world’s efforts to decarbonize have created many opportunities.

Is Diversification Living Up To The Promise? (PGIM)

Find out how economic uncertainty is creating opportunities in liquid alternatives, and how you can use these products to diversify your portfolio.

Global Wealth Lifestyle Report 2023 (Julius Baer)

As the meaning of wealth continues to broaden, how has this impacted the consumption and lifestyle habits of high-net-worth individuals across the globe?