The Savvy Investor Blog

OUR REVIEWS OF RESEARCH AND PAPERS ON SELECTED TOPICS

Asset Allocation Update

Webinar: Portfolio Construction Strategies (Nuveen, 2022)

Asset Allocation and Portfolio Construction Ideas: Jan 2022

Equity and Market Valuation Techniques: Jan 2022

Webinar: Why Core? (Diamond Hill CM, 2022)

Featured Investment Papers: December 2021

Allocating Assets and Constructing Portfolios

Best Asset Allocation Paper 2021

Asset Allocation and Portfolio Construction Thoughts

Strategic Asset Allocation: Beyond mean and variance

Asset Allocation and Portfolio Construction Considerations: Sep 2021

Asset Allocation and Portfolio Construction Considerations: July 2021

Asset Allocation and Portfolio Construction: Latest thoughts – May 2021

Diversifying into International Small-Cap Equities

Asset Allocation & Strategy Papers: Jan 2021

Top Recent Megatrends and Thematic Investing Papers: Dec 2020

Data Sets, Benchmarking and Indices

Portfolio Construction, Hedging and Rebalancing

Managing Portfolio Risk and Market Volatility

Megatrend and Secular Growth Investment in a post COVID-19 world

Diversification, Hedging and Protection in Portfolio Construction

Is your Portfolio Prepared for the Next Challenge?

Coronavirus (COVID-19): Latest Insights

Early March 2020 Edition: Updated Return Forecasts and Markets Outlook Papers

Factor Investing: Latest Thinking

China Investment Outlook: Crisis or Opportunity?

Global Macro and Asset Allocation Viewpoints

Fixed Income: Latest Research from top managers

The 2020s: Roaring, Boring or Flooring?

Enhancing Outcomes from Optimal Portfolio Construction