The June 2024 Content Leaderboard

The most downloaded papers in June 2024

Each month, we present the best-performing papers of the number by number of downloads.

New Insights on Stocks for the Long Run (CFA Institute Research & Policy Center)

A new discussion on stocks vs. bonds, with five industry luminaries questioning long-held ideas on asset allocation.

Investing in AI: Everything, Everywhere, and All at Once (Robeco)

In the midst of great expectations, artificial intelligence development continues, with an expanding role across enterprise software, cybersecurity, industry, robotics, and consumer technology.

2024 Mid-Year Investment Outlook (Invesco)

Invesco presents its Mid-year Outlook, in which the central tenet for investors is "Opportunities Amidst Divergence".

CIO Newsletter: Capital Markets Outlook (Merrill)

Relatively more aggressive U.S. fiscal easing and tighter monetary policy have spurred widening growth and interest rate differentials between the U.S. and its trade partners.

Private Equity Midyear Report 2024 (Bain & Company)

2024, but activity remained tentative and momentum scarce.

Stock Market Concentration: How Much Is Too Much? (Morgan Stanley IM)

This report looks at concentration over the past 75 years. It asks whether there is a correct level of concentration, both by comparing the U.S. to other global markets and by asking if concentration was too low in the past.

The Long-Run Performance of Public Pension Funds in the U.S. (Richard M. Ennis)

This paper examines the investment performance of public pension funds in the U.S. between 2001 and 2021. It identifies two distinct eras of public fund performance, separated by the Global Financial Crisis.

New Energy Outlook 2024 (BloombergNEF)

BNEF's flagship New Energy Outlook 2024 shows the window to reach net-zero emissions by 2050 is rapidly closing. There's still time for the world to get on track – if decisive action is taken now.

150 Trends to 2030: Adjusting for the Effect of AI (Barclays)

Which trends are most likely to affect society in the years ahead? Using new data and robust methodologies, the Barclays Thematic Investing Research team analyze 150 trends expected to dominate conversations with investors this decade.

Passive Investing and the Rise of Mega-Firms

A study into how passive investing affects asset prices. Flows into passive funds raise disproportionately the stock prices of the economy's largest firms, especially large firms that the market overvalues.