CIO reading list, June 2026: A new investment roadmap

What CIOs need to know right now

From trends in AI, energy, and mega-IPOs, to asset class insights on core fixed income, secondaries, farmland, and more, Savvy Investor’s monthly CIO reading list includes the latest perspectives from global thought leaders like Metlife IM and Deutsche Bank to help allocators navigate the current market environment.

For CIOs

It’s Time to Take Another Look at Core Fixed Income (Metlife IM)

Core fixed income looks attractive again – but not all strategies are created equal.

AI and Productivity: Calamity or Prosperity? (Natixis IM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

Weighing the costs and benefits of AI technology investments and adoption.

Agentic AI for Systematic Indexing (STOXX)

A potential bridge for the gap between the quantitative and qualitative worlds?

SpaceX and Mega-IPOs: How Indices Are Adapting (BMO Global Asset Management)

As mega private companies go public, will index investors see mega impacts?

Assessing Mid-Market Secondaries (Northleaf Capital Partners)

Should investors give mid-market secondaries a second look in today’s environment?

Why Invest in Farmland? (Manulife IM)

For compliance reasons, this paper is only accessible in certain geographies

The attributes that support a durable, multi-cycle investment case for farmland.

From CIOs

Dueling Forces: The AI Capex Boom and Energy Siege (Rockefeller Global IM)

The two opposing forces shaping markets and what investors should watch for in the months ahead.

CIO Market Pulse: Greed & Fear (DBS)

AI euphoria versus rates paranoia, gold versus base metals, and more.

What Is the Risk-Free Rate in the World Today and Why It Matters? (Clime IM)

Is the redefinition of the risk-free rate that has supported equity valuation expansion over the last decade sustainable?

INR versus IDR: Similar Pressure, Different Vulnerabilities (Deutsche Bank)

The INR and IDR have both weakened sharply, but they should not be viewed through the same lens.