Our Top Reads of 2023
Something for everyone
With the movie industry's glitterati well into their annual celebrations of the best and most successful, it got us thinking—what were our standout pieces of thought leadership from 2023?
We're probably not best placed to tell you which flick had the best visual effects, but when it comes to investment content we can help. Enjoy this look back at some of the top pieces from last year and let us know what you think—did we miss your favorite?
5-Year Expected Returns: Triple Power Play (Robeco)
Robeco's annual five-year outlook is one we always look forward to reading. This year they have framed their expected returns around three power dynamics.
The AI Tipping Point (Oliver Wyman)
It was hard to move for AI-related content in 2023. This piece crystallizes the need-to-know points for the asset and wealth management industry.
The COP28 Net Zero Atlas (FTSE Russell)
For compliance reasons, this paper is only accessible in certain geographies
If you only read one piece on climate risk, then make it this one. A report rich with data and analysis, supported by country profiles of each of the G20.
Allocating and Managing Illiquid Assets through Time (Railpen)
The potential benefits and risks of an allocation to private assets are well known, so how does an allocator get the balance right?
De-Dollarization Dilemmas (Invesco)
For compliance reasons, this paper is only accessible in certain geographies
This paper neatly appraises the confluence of geoeconomics and geopolitics that could threaten the U.S. dollar's dominance. Is it time for the renminbi?
Constructing Buyout-Ready Portfolios For The Endgame (LGIM)
For compliance reasons, this paper is NOT accessible in the United States and Canada
Defined benefit pensions schemes with boosted funding levels may find themselves unable to buy-out in the near term—what are their options?
(re)globalization: The future state of global economics (New York Life Investments)
Geopolitical and economic uncertainty has led some people to look with a longer-term lens, like here, where the authors challenge the notion of de-globalization.
Transitioning To India’s Next Stage Of Growth (Manulife IM)
For compliance reasons, this paper is only accessible in certain geographies
Investing in emerging markets can be a question of balancing idiosyncratic risk. One corner of the market with great momentum is India—but is it played out?
Revisiting the Equity Risk Premium (CFA Institute Research Foundation)
Get comfortable and enjoy this fascinating collection of research and discussion on what the authors call “one of the great mysteries of finance.”
2023 Private Markets Outlook: New Ideas For A New Regime (Franklin Templeton)
For compliance reasons, this paper is only accessible in the EMEA region
Not all content is created equal. Here is an example that gets it right, with easy navigation, key charts, and practical investment implications.
