This 97-page report has been produced by Credit Suisse. It analyses the key trends affecting long-term investing, such as geopolitics, demographic shifts, and rapid technology change. These movements provide a tangible link between today’s major developments and portfolios' risk/return profiles in the long run.
news and blogs
top posts
small talk
Our latest blog on calculating expected returns https://www.savvyinvestor.net/blog/How-to-calculate-expected-returns-on-major-asset-classes
McKinsey - has profit share peaked? Is profitability as a share of global GDP now set to fall? https://www.savvyinvestor.net/node/776108
An excellent paper looking at how changing demographics could impact L/T asset prices https://www.savvyinvestor.net/node/722802
Here's a helpful framework from Mercer for tackling climate change portfolio risk https://www.savvyinvestor.net/node/728040
Welcome to "Asset Allocation and TAA". Please use this small talk section for brief (140 character) comments relating to asset allocation.
