The Savvy Investor Blog

OUR REVIEWS OF THE BEST PAPERS ON SELECTED THEMES

Data Management and Asset Manager Technology

Emerging Markets Outlook - May 2020

The APB on ESG Post-COVID-19

Deflation, Inflation, Stagflation. In that order?

Global Investment Outlook - May 2020

Farmland and Agriculture: Q2 2020 Update

Private Debt, Leveraged Finance, and the Fixed Income Outlook

Diversification, Hedging and Protection in Portfolio Construction

20 Top Whitepapers from April 2020

The Effectiveness of Short Selling

Capital Markets Investment Outlook - May 2020

Investing for a Post-Corona World

Is your Portfolio Prepared for the Next Challenge?

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

Global Markets Q2 Outlook 2020

COVID -19 Update: Investment Management Resource Hubs

How Are Private Markets Valuations Holding Up?

Navigating Market Uncertainty - What Next?

Asset Management Industry - Challenges and Opportunities

Helicopter Money - Policy Response To Exogenous Shock

20 Top Whitepapers from March 2020

Commercial Real Estate and Coronavirus

Defensive Equity Strategies for Volatile Markets

Private Capital: Opportunities from Listed Market Turmoil

Recent Investment Thinking on ESG Issues

Coronavirus: Latest Insights 19 March 2020

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

Thematic Investing: Megatrends in Practice

Fixed Income Endgame: Negative Yields?

Investment Implications of Climate Change