June's Most Thought-Provoking Research

The pick of June's top content

So far this year we've seen a host of challenges hit many areas of financial markets, including sticky inflation and the pace of central bank responses, scares in the U.S. regional banking sector, and the repricing of real assets. Alongside this, investors continue to grapple with questions regarding technological innovation and other long-term concerns. We've selected some of June's best content, which we believe covers many of these topics.

Midyear Outlook – Five Keys To Weather The Cycle (NYLIM Multi-Asset Solutions)

Investors are told not to try to time the market. For the past several years, it has been equally difficult to time the economic cycle.

2022-2023 Global Family Office Report (BlackRock)

For compliance reasons, this paper is only accessible in the United States and Canada

BlackRock and Illuminas surveyed a number of family offices to better understand their priorities, challenges, and portfolio positioning for 2023 and beyond.

How America Saves 2023 (Vanguard)

For compliance reasons, this paper is only accessible in the United States

This edition of How America Saves examines the retirement plan data of nearly 5 million defined contribution plan participants.

Secular Outlook: The Aftershock Economy (PIMCO)

For compliance reasons, this paper is only accessible in the UK & Europe

Volatility will likely increase as we exit a period of massive fiscal and monetary support. Attractive yields on high quality bonds encourage more resilient investing.

Real Assets Market Overview 2023 (Hamilton Lane)

The Real Assets Market Overview is a broad look at the trends, challenges and opportunities shaping the asset class today, including Private Markets, energy, and real estate.

Inside The Fed's Dilemma (American Century Investments)

Investors and policymakers should avoid giving short-term uncertainty too much consideration in their decision making, states this paper.

2023 Midyear GIC Outlook: Testing The Waters (Nuveen)

Nuveen asks how long is too long to wait for a return to “normal” and what, exactly, will normal look like across economies and markets?

Systematic Investing / Quant Whitepaper (Camradata)

Many quantitative investment strategies have failed to live up to expectations in navigating volatile markets, leading to some disillusionment with the sector.

NVIDIA Valuation, with the AI Boost! (Aswath Damodaran)

NVIDIA’s soaring stock price leaves investors facing that question of whether to cash out or not, thus requiring an assessment of how the promise of AI plays out in its value.

SPECIAL REPORT

Private Markets: New thinking for a new age (Franklin Templeton, 2023)

For compliance reasons, this paper is only accessible in the EMEA region

How has the macro environment impacted private markets? How can investors most effectively position themselves to gain from these lucrative asset classes?