Top investment content: August 2026

How is asset management evolving?

Savvy Investor’s top picks for August feature the latest developments across markets and institutional investors, identifying trends, tools, and other topics of note for allocators. Insights from Natixis IM, PIMCO, PGIM, and more highlight how industry leaders are seeing markets and opportunities and how asset management is evolving.

In-depth resarch

ETFs in Insurance General Accounts – 2026 (S&P Dow Jones Indices)

An in-depth study of U.S. insurance company ETF holdings. How are they trending?

Real-World Diversification in Multifactor Indices (STOXX)

What are the advantages of index products that diversify across factors?

How Inefficiencies Create Entry Points in Opportunistic Credit (Manulife IM)

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

Market conditions have broadened the opportunity set. What are the opportunities and can they persist?

Asia Pacific Data Centers: Where Value Will Accrue (PGIM)

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

Asia Pacific data centers continue to be a structural growth opportunity, but investability is becoming more selective.

Topical short analysis

The Last Sovereign Debt Question of 2026 (New York Life Investment Management)

Could Senegal emerge as the next significant sovereign debt test case?

U.S. Treasury Steps in as Long-End Yields Rise (Robeco)

Without addressing the underlying fiscal pressures, Treasury’s ability to contain yields may prove short-lived.

AI Optimism amid Existing Labor Pressures (Principal Asset Management)

Will increased use of AI technologies support or undermine the labor market? What recent trends show.

Michelle Knudsen: How She Rebuilt NYU's $8B Endowment (Capital Allocators)

How does a CIO rebuild an endowment from the ground up?

Engaging videos & podcasts

Where Income Meets Resilience (PIMCO)

Why resilience, quality, and global diversification matter more than reaching for risk in today’s environment.

Unearthed: What's Behind Gold's August Rally (World Gold Council)

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

Unpacking gold’s recent rally and what it would take to push it even higher.

Does the U.S. Want the Strait of Hormuz Open? (Natixis IM)

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

Thoughts on the latest developments in the Middle East, AI stock volatility, and what to expect going forward.

Special Report

Personalizing the DC Plan (MFS Investment Management)

Why personalization is emerging as the key driver of better retirement outcomes in defined contribution plans.

Industry event

Future of Asset Management North America (Financial Times)

This October, join leaders across the asset management industry in Boston at Future of Asset Management North America.