CIO reading list, July 2026: The big forces shaping allocations today

Have markets entered a new era?

In this edition of the CIO Reading List, investors will find not only the forces shaping allocations today and some interesting opportunities to consider, but also the forces behind those forces shaping allocations. Read insights from top thought leaders on power demand's impact on the AI revolution, the role of advisors and benchmarks in driving private markets adoption, and more.

For CIOs

The S&P 500 and Trump Accounts (S&P Dow Jones Indices)

Exploring the hypothetical growth of maxed out Trump Accounts that allocate entirely to the S&P 500.

A Value-Based Case for Today's European Banks (Robeco)

Why investors should continue to consider European banks stocks today.

Deconstructing Asset-Based Finance (Nuveen)

The universe of investment opportunities ABF has produced is vast, but these investments do not share a common risk profile.

Global Equity: The Odyssey, the AI Trade, and Concentration Risk (Mawer IM)

Using Homer's Odyssey as a frame for thinking through the discipline that investment decisions require in this environment.

2026 FTSE Russell wealth pulse survey (FTSE Russell)

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

The growing role of private markets in portfolios and the critical role of advisors and benchmarks in driving adoption.

From CIOs

The Short and Long: 2026 Q3 Macro Investment View (Citi Wealth)

Economic and policy regimes change, but the need for a structured framework does not.

Powering AI: From Grid to Robots (Nomura)

The AI revolution is, at its foundation, an electricity story. Without solving power, AI cannot advance.

The Greatest Power and Its Mounting Debt (Rockefeller Global IM)

The U.S.’s mounting debt burden is a growing structural risk to its economic and geopolitical strength.

Investing in Electrification (Deutsche Bank WM)

Electrification is no longer just about decarbonization – it is increasingly about geopolitics, industrial policy, and energy security.