The Savvy Investor Blog


Best Asset Allocation Paper 2018

Asset Allocation for Additional Alpha

Long Term Return Forecasts - by asset class

The Shiller P/E and Economic Conditions

China as a Standalone Allocation

TAA - Risk and Return - Strategies and Processes

Risk & Reward in Asset Allocation

Fixed Income: Tailwinds, Term Premiums, and EMD

Strategic Asset Allocation Decisions

Long-term return forecasts 2018

Thought Leadership Bulletin - featuring Robeco

Survey of long-term expected returns - Oct 2017

Fixed Income - The Best White Papers from Sept-Oct 2017

University Endowments - The Evolution of Asset Allocation

Adding Value via Global Macro and TAA

Risk Tolerance and Strategic Asset Allocation

Institutional investors, real assets and inflation protection

Long-term return forecasts 2017 - the top white papers

Investment Outlook - Real Assets to the Fore?

Learning from the Long-Run: the Top 10 Papers on Financial Market History

Best Asset Allocation Paper 2016

Long-term return forecasts - darkest before the dawn?

Momentum strategies for tactical asset allocation - the top white papers

Fixed Income Investing - best papers of the last quarter

Future Long-Term Returns: The Inconvenient Truth

Asset Allocation and Strategy – some recent popular papers

Asset Allocation and Portfolio Construction: the best recent papers

How do demographics impact asset prices and equity market valuations?

Value and momentum in TAA - what works?

The Endowment Model - why bother?