Popular and Trending Papers from October 2019
Given the start of the final quarter and the more uncertain economic conditions that investors face, it is not perhaps surprising that several of this month’s Top Papers are concerned with Market Outlook and prospects. However, readers are treated to papers on a wide range of topics including those that have been popular throughout the year (e.g. factor Investing and ESG). Readers may also be interested to note that the unique Savvy Salary Surveys have recently been updated.
Of some interest may be a subset of papers that feature the conundrum that is China, which highlight the opportunities that do exist, whilst caveating some of the potential threats that may also materialize. Meanwhile, papers which return to the 'basics' of the fundamental analysis of stocks have also proved popular. Kindly note that some of the papers selected may not be visible in some locations due to them having a restricted geographical distribution; however, Savvy Investor collates a resource of over 10,000 white papers that may be of additional interest.
For compliance reasons, this paper is only accessible in certain geographies
This 4th Annual Study into factor investing by Invesco is the largest in-depth analysis of global factor investing.
Vontobel’s paper investigates the returns (including risk-adjusted ones) of various factor-based strategies from 1975-2018.
PGIM’s most recent Megatrends paper offers insights into comprehending the changing nature of the 21st century firm.
Nuveen describes alternative investment opportunities in agriculture, infrastructure, impact investing, and real estate that have arisen as a result of mass urbanization.
A new class of semi-transparent, active ETFs is prompting investors to think of ETFs in a whole new way. State Street's ETF specialists discuss some of the most common questions they’ve received.
In this report MSCI examines climate risk for private real estate in 5 differing locations.
McKinsey & Company outlines the commercial reforms needed by China’s three-pillar pension system to meet the needs of an aging population.
Vontobel’s paper investigates the background to the current US - China trade dispute and identifies the significant historical and cultural differences between the two countries which may eventually result in a New World Order.
This EIU/Pinebridge study looks into the dynamics behind the rise in new Chinese corporate giants and uncovers trends and drivers that are apparent, but not yet fully visible, in the next generation of companies.
QMA provides their outlook for Q4 2019, with a look at the prospects for the global economy, escalating geopolitical risks, central bank policy rates, and more.
For compliance reasons, this paper is only accessible in the United Kingdom
DWS AM provides a detailed outlook for the global economy and markets over the next 12 months.
This unique resource, recently updated, draws upon information gleaned from across the wider Asset Management industry.
PGIM Fixed Income’s senior investment professionals offer the firm's Q4 2019 Outlook on a sector-by-sector analysis.
Robeco provides insights into the outlook for global equities, bonds, and foreign exchange.
SimCorp presents four innovative cases for the use of artificial intelligence within the investment management industry
In the first of two papers going ‘back to basic’s’ using fundamental analysis, Epoch explores whether a stock’s price and PE ratio can tell you how much a company is worth.
In the second of two papers that draw upon fundamental analysis, Epoch suggests that free cash flow is one of the key determinants that investors should consider when making investment decisions on stocks.
Aswath Damodaran attempts to decipher the implications from a busy year in the IPO market and what investors might learn from the WeWork valuation implosion
In this video for the CFA, Guggenheim fixed-income CIO Anne Walsh suggests that given recent economic indicators, investors are right to be nervous after 11 years of economic expansion.