Capital Market Line: From Inflation Shock to Productivity Shock (MetLife IM)
Markets have navigated a series of inflationary shocks over the past few years, including Covid, tariffs, and…
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Agentic AI for Financial Applications (Amundi)
Language models have given rise to agentic AI. This paper analyses the full agentic stack together with its…
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Asset Owner Perspectives Survey 2026 (Morningstar Indexes)
Morningstar’s flagship institutional investor survey, formerly known as the Voice of the Asset Owner Survey, marks…
The Fed Dishes a Dose of Tightening (Nuveen)
Nuveen breaks down the Fed's latest interest rate hike, the inflation outlook, and Treasury yields, plus where…
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Discover what topics resonated most with allocators in August
The analysis that made allocators think in AugustThe Savvy Investor team has collected this month's…