The Savvy Investor Blog

OUR REVIEWS OF THE BEST PAPERS ON SELECTED THEMES

light streams

Data Management and Asset Manager Technology

recovery mode

Emerging Markets Outlook - May 2020

catalyst

The APB on ESG Post-COVID-19

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Deflation, Inflation, Stagflation. In that order?

the road ahead

Global Investment Outlook - May 2020

agriculture

Farmland and Agriculture: Q2 2020 Update

leverage

Private Debt, Leveraged Finance, and the Fixed Income Outlook

Diversification, Hedging and Protection in Portfolio Construction

april top papers

20 Top Whitepapers from April 2020

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The Effectiveness of Short Selling

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Capital Markets Investment Outlook - May 2020

end of tunnel

Investing for a Post-Corona World

Is your Portfolio Prepared for the Next Challenge?

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COVID-19 Crisis: ESG Outperforms - will it last?

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Global Markets Q2 Outlook 2020

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COVID -19 Update: Investment Management Resource Hubs

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How Are Private Markets Valuations Holding Up?

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Navigating Market Uncertainty - What Next?

Asset Management Industry - Challenges and Opportunities

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Helicopter Money - Policy Response To Exogenous Shock

gloves and mask

20 Top Whitepapers from March 2020

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Commercial Real Estate and Coronavirus

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Defensive Equity Strategies for Volatile Markets

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Private Capital: Opportunities from Listed Market Turmoil

sunset wind turbines

Recent Investment Thinking on ESG Issues

Coronavirus: Latest Insights 19 March 2020

coronavirus

Coronavirus (COVID-19) Resource Hub: Data Sources, Medical Papers and Investment Implications

thematic investing

Thematic Investing: Megatrends in Practice

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Fixed Income Endgame: Negative Yields?

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Investment Implications of Climate Change