The Savvy Investor Blog

OUR REVIEWS OF RESEARCH AND PAPERS ON SELECTED TOPICS

Global Macro and Asset Allocation Viewpoints

Fixed Income: Latest Research from top managers

2020 Investment Outlook: Best of the Best

The 2020s: Roaring, Boring or Flooring?

2020 Investment Outlook: Insights from across the industry

Best Strategy & Economics Paper 2019

Best Megatrends Paper 2019

2020 Global Investment Outlook

Global Investment Outlook: November 2019

Geopolitical Risk - Time to play Defense?

Quarterly Investment Outlook: Q4 2019

Monetary Policy Update and Fixed Income Outlook

Global Investment Outlook - September 2019

Fixed Income - Bonds are Expensive!

Capital Market Assumptions - Q3 2019

Global Investment Outlook - August 2019

Inflation: Causes and Outlook, Inflationary Regimes and Implications

Commercial Real Estate Outlook: Q3 2019

Bulls and Bears in the U.S. Equity Market

EM Outlook: July 2019

July 2019 Fixed Income Outlook: Japanification?

Global Markets Mid Year Outlook 2019

Equity Sector Selection and Outlook by Industry

Global Investment Outlook - Jun 2019

May 2019 Fixed Income Outlook

Global Investment Outlook - May 2019

EM Outlook: May 2019

The Earth Pig and the Outlook for the Chinese Economy

Investment Megatrends 2019

Global Markets Quarterly Outlook - Q2 2019