20 Top Investment Whitepapers from December 2019

Popular and Trending Papers from December 2019

Savvy Investor's list of 20 top papers for the month of December covers a diverse range of topics including Capital Market Assumptions, investing in China, Factor and Index investing, plus papers relating to various aspects of ESG or responsible investing.   

Please note that all 20 papers may not be visible due to geographic restrictions.  For further examples of top content across a variety of different topics, head to Savvy Investor today and browse through the finest collection of whitepapers that the investment industry has to offer. 

2020 Long-Term Capital Market Assumptions (JP Morgan AM)

Now in its 24th year, the 2020 edition of J.P. Morgan Asset Management's informative and influential Long-Term Capital Market Assumptions has been refined and expanded to include 10-to-15 year risk and return projections for more than 50 asset classes.

2019 Emerging Trends in UK DB Survey (Willis Towers Watson)

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

Willis Towers Watson explores some of the emerging trends among UK Defined Benefit (DB) schemes and how pension scheme decision-makers feel about these trends.

CIO View: Our 12-Month Economic & Market Outlook (DWS AM, Dec 2019)

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

DWS AM provides an in-depth outlook for economies and markets for the next 12 months.

2019 U.S. Defined Contribution Benchmarking Survey Report (Deloitte)

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

The biennial Deloitte Defined Contribution Benchmarking Survey indicates that plan sponsors are working hard to meet an increasingly diverse set of retirement needs.

New Year. New Decade. Outlook 2020 (AGF Investments)

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

AGF's Investment Management team outlines what they believe will be the key influences upon markets in 2020 and which investors may need to consider.

Reassessing default risks of Chinese state-owned firms (Manulife AM, Dec 2019)

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

Has Beijing changed its stance on bailing out SOEs? Manulife Asset Management looks at a recent restructuring case where Chinese SOE bondholders could face significant losses.

China Credit: A Guide to Investing in the Onshore Market (AB, 2019)

For compliance reasons, this paper is only accessible in North America and South America

This paper by AB provides a practical guide for understanding and navigating China’s onshore corporate-bond market and its evolving regulatory and legal landscape.

Private wants, public needs: creating better incentives for tech, pharma and infrastructure (Aviva Investors, 2019)

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

With so many monumental challenges facing governments, corporations, and individuals today (climate change, urbanization, infrastructure needs, etc.), this Aviva blog asks whether there are better (and perhaps more collaborative) ways to utilise our resources for the greater good.

Active Portfolios Start With Indexing (BlackRock, 2019)

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

The brief document by BlackRock argues in favor of index vehicles, as they can potentially allow managers to save time, curb costs, and better manage active risk.

Asia Real Estate Market Outlook (M&G Investments, Dec 2019)

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

M&G Investments takes a snapshot of office, logistics, retail, and residential real estate markets in Asia, projecting sector-specific trends over the course of the coming year.

A Tailwind for ETF Growth in Canada (State Street, 2019)

State Street illuminates three trends that are behind the growth of exchange-traded funds in Canada: regulatory support, new product innovation, and thematic investments.

Are You Asking the Right Questions About Factor Investing? (Intech, 2019)

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

Intech addresses questions about overcrowding in factor strategies, the need to hone factor models, and other concerns about the implementation of factors in institutional portfolios.

The Impact of ESG Investing in Emerging Market Equities (Candriam, 2019)

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

Using a detailed, systematic approach, strategists from Candriam explore whether ESG factors add to, detract from, or do not affect financial returns in EM equities.

Fixed Income: Back to Core - Charts & Views (Amundi AM, Dec 2019)

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

Amundi Asset Management discusses the outlook for fixed income markets in H1 2020 in this 25-page chartbook.

Does Past Performance Matter? The Persistence Scorecard (S&P Dow Jones Indices, 2019)

The December edition of S&P's Persistence Scorecard contains performance data through Q3 2019. Few portfolio managers have persistently outperformed their peers.

China A-Shares: Perspectives From the Inside Out (PineBridge, Dec 2019)

China's A-Share market is very idiosyncratic; the prevalence of retail investors, trading restrictions, SOEs, and poor engagement with corporations all provide fodder for manager alpha if understood correctly.

How Institutional Investors Embrace Responsible Investing (Franklin Templeton, 2019)

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

How are institutional asset owners choosing to integrate environmental, social, and governance principles into investment processes? This paper explores four themes surrounding ESG adoption.

10 years on: The evolution of the cryptocurrency universe (NN IP, 2019)

NN IP looks at blockchain technology and how cryptocurrencies have evolved in the decade since Bitcoin was first launched in 2009.

2020 Investment Management Industry Outlook (Deloitte)

How will investment management firms fare in the new year when adopting new technology, expanding into new lines of business, or crossing other boundaries?

12th Survey of Emerging Risks (SOA, 2019)

This Society of Actuaries report conducted a survey of risk managers about emerging risks. The top emerging risk in this year's survey is climate change.