Savvy Investor

18/06/2024

What commodities can hedge against uncertainty? https://www.savvyinvestor.net/blog/precious-metals-and-commodities?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=comm_6718043450. New technologies, new wars, and the reshaping of economic ties between world powers are all key forces driving commodity markets. This selection of timely insights offers in-depth looks at precious metals markets and the broader commodity universe in light of these macroeconomic developments.



By... PIMCO, World Gold Council, Incrementum AG, Sprott Asset Management USA, The Silver Institute, World Platinum Investment Council - WPIC®, MetLife Investment Management, Legal & General Investment Management (LGIM), Mizuho, S&P Global, CEPR - Centre for Economic Policy Research & BloombergNEF.

13/06/2024

A New Fixed Income Regime: https://www.savvyinvestor.net/blog/credit-markets-update-june-24?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=credit_6637341802. Explore the latest insights on debt investing.

Major central banks seem to be gearing up to cut interest rates. But like recent hiking cycles, this cutting cycle will be far from typical, some asset managers argue. However, central bank policy is just one of the many factors impacting and shaping fixed income markets. Allocators need to stay on top of all these forces.



By... BNP Paribas Asset Management, FTSE Russell, An LSEG Business, M&G Investments, Manulife Investment Management, MacKay Shields LLC, Barclays Investment Bank, PGIM Fixed Income, Wolf Street, The Peter G. Peterson Foundation, The Brookings Institution & Goldman Sachs Asset Management.

11/06/2024

Currency Markets Spotlight: https://www.savvyinvestor.net/blog/fx-markets-update?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=FX_6637341638. FX markets are expected to be more volatile than usual this year, with many important elections potentially leading to unpredictable outcomes. As such, global allocators need to hedge against uncertainty. The first step to doing this is reading good research that points the way forward, which we present here.



By... Rothschild & Co, ING, CME Group, Bank of England, BNP Paribas, NatWest Markets Plc, IMF , SFI Swiss Finance Institute & Invesco Ltd.

04/06/2024

Real Assets and Today's Changing Markets: https://www.savvyinvestor.net/blog/real-assets-in-the-spotlight?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=RealAss_6637340230. Explore the world of real estate, utilities, energy securities and more!

A growing number of allocators are considering the role of real assets in their portfolios as they look for novel ways to generate returns in a world still plagued by inflation, uncertain monetary policy, and geopolitical conflicts. Here, we present some of the most thought-provoking recent perspectives on global real asset markets, real estate, utilities, and energy.



By... MSCI Real Assets, First Eagle Investments, Amundi, Legal & General Investment Management (LGIM), bfinance, CapitaLand, DLA Piper, Manulife Investment Management, White & Case LLP, KPMG, Robeco, International Energy Agency (IEA) & The Vienna Institute for International Economic Studies (wiiw).

03/06/2024

Dive into the latest insights shaping the financial markets with our Charts of the Month for May 2024. This collection offers valuable perspectives on the key developments and trends influencing global economies. It covers the latest developments powering Europe's economic recovery, the prospects for clean energy, and the role of quant funds in portfolio construction.

Explore the full analysis here: https://www.savvyinvestor.net/node/1983379?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=chartpack_6551199943

29/05/2024

Insights for CIOs: Navigating Today's Market Challenges with Expert Guidance https://www.savvyinvestor.net/blog/cio-reading-list-may-2024?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=CIO_6551199531. Discover more at Savvy Investor.

Each month we select some of the most engaging and timely pieces of content that we believe provide actionable insights for CIOs across the world. This role is becoming increasingly difficult due to changes in regulation, technology, and market infrastructure. These pieces will help make capital allocation decisions easier.



By... Research and Policy Center, Natixis Investment Managers, OECD - OCDE, Ninety One, Credit Suisse, Stone Creek Advisors, LLC, North Star Asset Management, Oaktree Capital Management, L.P. & CrossingBridge Advisors, LLC.

27/05/2024

Top Papers: The Most Thought-provoking Content from May https://www.savvyinvestor.net/blog/top-papers-may-2024?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=toppaps_6551199132. This collection of insights contains what we believe to be some of the best content pieces we read in May. They touch on a range of current market and economic topics pertinent to allocators across the glove.



By...PGIM, Capital Group, Wellington Management, Northern Trust Asset Management, State Street, Wilshire, LGT Group, Goldman Sachs & Global Financial Integrity.

23/05/2024

From Pension Funds to Private Wealth Managers: Insights into the Changing Universe of Institutional Investors: https://www.savvyinvestor.net/blog/asset-allocators-landscape-may-2024?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=AAland_6551198867. Explore this selection of insights from global asset managers and institutions, highlighting the evolving landscape of pension funds, endowments, family offices, insurers, and private wealth managers.



By... PGIM, ING, Principles for Responsible Investment, Richard M. Ennis, Charles A. Skorina & Company, Capital Allocators, WTW, Aon, Amundi, Henley & Partners - The Firm of Global Citizens® & Citi.

21/05/2024

Quantitative Asset Allocation Made Easy: https://www.savvyinvestor.net/blog/trend-following-machine-learning-algo-trading?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=TREND_6551198428. Discover more at Savvy Investor.

This selection of insights focuses on everything quant investing. It is dedicated to Jim Simons, the founder of one of the most famous quant hedge funds in the history of finance—Renaissance Technologies—who sadly passed away recently. To keep his memory alive, here are some of the latest perspectives on machine learning, trend-following, momentum trading, among other things quant related.



By... Man Group, Aspect Capital, AQR Capital Management, Quantica Capital AG, Portfolio Management Research, Alpha Architect, Quantpedia.com, CFA Institute, The Informal Journal of Finance, Price action lab & Investments & Wealth Institute.

20/05/2024

Spot the right opportunities by diving into the latest debt market insights: https://www.savvyinvestor.net/blog/credit-markets-may-2024?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=credit_6479621905. Our compilation offers investors up-to-date research on credit and debt markets, organized by investment time horizon. Discover perspectives from top asset managers and global institutions on interest rate trends, potential risks in global debt markets, and the most promising investment opportunities.



By... Invesco Ltd., Vanguard, Legal & General Investment Management (LGIM), TPG, International Monetary Fund, OECD - OCDE, Bank for International Settlements – BIS & National Institute of Economic and Social Research (NIESR).

14/05/2024

Spotting the right opportunities among private market sectors: https://www.savvyinvestor.net/blog/private-markets-update-may-2024?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=primar_6463508980. Delve into exclusive insights from leading asset managers and institutions on hedge funds, venture capital, farmland, crypto assets, and private credit. In today's challenging environment, finding alpha in private markets requires precision and strategy. Gain valuable perspectives to enhance your investment decisions.



By.. State Street, McKinsey & Company, Amundi, AURUM , Peoples Company, Quantpedia.com, KPMG, PitchBook & Northern Trust Asset Management.

13/05/2024

Are Investors Entering an Era of Deglobalization? https://www.savvyinvestor.net/blog/supply-chains-update?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=supplychain_6463507929. Explore the latest research on supply chain disruptions and their impact on the global economy at Savvy Investor. Dive into timely insights to understand the implications of these disruptions on economic activity and investment strategies.



By... Bruegel - Improving economic policy, VoxEU, Federal Reserve Bank of New York, FTSE Russell, An LSEG Business, Franklin Templeton, Planet Tracker, Global Risk Institute & The Wall Street Journal.

09/05/2024

Unlock the latest insights on Asian Equities: Explore the regional markets in-depth with Savvy Investor. This collection offers essential analysis on South Korean, Japanese, Indian, and Vietnamese stocks, providing valuable guidance for investors seeking to diversify their EM equity exposure: https://www.savvyinvestor.net/blog/asian-equities?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=AsiaEqu_6443715879 .



By... S&P Dow Jones Indices, Thornburg Investment Management, FTSE Russell, An LSEG Business, KB Securities Vietnam, Allianz Global Investors, Fidelity Investments, River Global Capital, Bain & Company & Invesco Ltd.

07/05/2024

Dive into our monthly CIO Reading List for thought-provoking insights tailored for CIOs worldwide. As the macro environment evolves rapidly, equip yourself with invaluable resources to navigate the challenges ahead. Discover more at Savvy Investor: https://www.savvyinvestor.net/blog/cio-must-reads-april-2024?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=CIO_6426635836.



By... Intech, Legal & General Investment Management (LGIM), Nuveen, a TIAA company, PGIM, Research and Policy Center, CAIA Association, ocio.org, Charles A. Skorina & Company, Graham Capital Management, L.P., Deutsche Bank & Church Commissiones of the Church of England.

02/05/2024

Unlock insights into April's key market developments with our latest Chart Pack. Explore the impacts of geopolitical instability, commodity price movements, and the future of the U.S. dollar: https://www.savvyinvestor.net/blog/chart-pack-april-2024?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=ChartPack_6443715726

30/04/2024

Is the investment industry any greener? https://www.savvyinvestor.net/blog/earth-day-esg-insights?utm_source=linkedin&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=esg_6426633618. Discover more at Savvy Investor.

Following the worldwide celebrations for Earth Day, we have put together a selection of timely and practical insights into ESG, responsible investing, and sustainability in general. Here is what allocators interested in this space should know about the pace of transition toward a greener economy, alongside information on the new opportunities such an economic order may create.



By... GMO, Brookfield Asset Management, Rockefeller Asset Management, Legal & General Investment Management (LGIM), PGIM Fixed Income, Theia Finance Labs, BNP Paribas Asset Management, Robeco, European Corporate Governance Institute (ECGI).

As Earth Day was just celebrated worldwide, we wanted to put together a selection of timely and practical insights into ESG, responsible investing, and sustaina

25/04/2024

Seeking the best fixed income opportunities? Navigate the uncertainty with insights from Savvy Investor. Discover more: https://www.savvyinvestor.net/blog/public-debt-vs-private-debt?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=debt_6426628711.

As unpredictable as the weather has been in many countries lately, so has the fixed income universe been. The big question is how allocators can find opportunities in this highly uncertain environment. The insights below can help.



By... Wellington Management, Man Group, MetLife Investment Management, MFS Investment Management, Polen Capital, Shenkman Capital Management, Inc., OECD - OCDE, U.S federal reserve, Fisher College of Business Executive Education, Voya Investment Management, Ares Management Corporation & AFME (Association for Financial Markets in Europe).

The fixed income universe has become like the weather recently: highly unpredictable...

23/04/2024

How can investors beat the market? https://www.savvyinvestor.net/blog/stocks-sectors-and-bubbles?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=stocks_6426628291. Discover more on stocks, sectors and more at Savvy Investor.

The recent U.S. tech stock rally has put talk about a potential market bubble back on the agenda for allocators. Looking only at the last 30 years, the discussions of whether a bubble is in fact forming or not is itself highly volatile, let alone the market activity during such periods. How can this uncertainty be effectively navigated? With the help of timely and actionable insights—such as the ones in this selection.



By... Elliott Wave International, MFS Investment Management, Fidelity Investments, Mawer Investment Management, The Capital Spectator, State Street, Aswath Damodaran, Review of finance, S&P Dow Jones Indices, CFA Institute, Institute for New Economic Thinking & Alpha Architect.

The recent rally of U.S. tech stocks has put talks about a potential market bubble back on the agenda for allocators...

22/04/2024

Unlocking portfolio success: navigating asset allocation and construction strategies: https://www.savvyinvestor.net/blog/asset-allocation-portfolio-construction?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=aaportfolio_6392769093. Elevate your strategy today, visit Savvy Investor.

Asset allocation and portfolio construction go hand-in-hand. This is true for investors looking to build a new portfolio from scratch, as well as for allocators who are looking to reposition or re-balance their current portfolios. These insights have been written to help you navigate the current market environment and choose the best assets for this process.



By... Nuveen, a TIAA company, PIMCO, CFA Institute Research Foundation, MetLife Investment Management, New York Life Investments, Bridgewater & Associates, LLC, Goldman Sachs, PGIM & Portfolio Management Research.

Asset allocation and portfolio construction go hand in hand...

18/04/2024

Should Allocators Worry About the Global Economy? https://www.savvyinvestor.net/blog/global-economic-primer?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=econout_6392768202. Disc

This year is critical for the global economy—ignore (if you can) all the ongoing geopolitical risks, all the central banks' decisions still pending, and think of only one word that has recently left a bitter aftertaste for many allocators: elections. The insights below offer investors a view on how to hedge against the upcoming volatility with timely and applicable research. Finally, make sure you check out the latest Guide to the Markets from JP Morgan AM.



By... Nuveen, a TIAA company, New York Life Investments, Wellington Management, Graham Capital Management, L.P., ING, Nordea Asset Management, BBVA, European Central Bank, National Institute of Economic and Social Research (NIESR) & J.P. Morgan Asset Management.

This year is a critical one for the global economy - ignore (if you can) all the geopolitical risks...

16/04/2024

Can investors still make money in today's commodity markets? https://www.savvyinvestor.net/blog/global-commodity-markets?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=Comm_6392764558. Commodity markets might not share as much time in the spotlight as equities or fixed income do, but they are, nevertheless, critically important to economic activity and financial performance. Explore the latest insights into precious metals, oil, water, and more in our selection of content below.



By... Planet Tracker, Manulife Investment Management, Legal & General Investment Management (LGIM), CME Group, International Energy Agency (IEA), PIMCO, BNP Paribas Asset Management, World Gold Council, The Silver Institute, S&P Dow Jones Indices & Macro voices.

Commodity markets are not as persistently in the spotlight as equities (especially technology stocks) or fixed income, but...

15/04/2024

Still looking at ETFs while benchmarks shift so much? https://www.savvyinvestor.net/blog/index-products-and-ETFs?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=indicesetfs_6392763205. Explore the latest insights into the growing world of ETFs and the changing landscape of indices. Here you will find timely perspectives from global institutions operating at the forefront of these developments.



By... S&P Dow Jones Indices, EY, The Wharton School, Investments & Wealth Institute, Northern Trust Asset Management, FTSE Russell, An LSEG Business, The University of Kansas, Morningstar & Meketa Capital.

Explore the latest insights into the growing world of ETFs and the changing landscape of indices...

11/04/2024

In this month’s Chart Pack, allocators can explore three key themes that shaped the market conversation in March: https://www.savvyinvestor.net/node/1981877?utm_medium=organic-social&utm_source=facebook&utm_campaign=chartpack_6285357621

The first of these is Emerging Markets Debt, as allocators look for new opportunities for alpha. Second, the appeal of the infrastructure asset class is highlighted and, finally, ongoing shifts in global wealth require everyone's attention.

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09/04/2024

Can bond investors find the right opportunities? https://www.savvyinvestor.net/blog/debt-markets-update-april-24?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=debt_6285304798. Discover more at Savvy Investor.

“Bond investors who are overly focused on individual data points may lose sight of the bigger opportunity picture.” These were the opening words of AllianceBernstein’s Head of Fixed Income in his recent blog post regarding the direction of debt markets. They contain a certain amount of truth. Allocators interested in this space need to be able to contextualize individual data points within the broader macro landscape. This selection of insights is designed to help investors do just that.



By... Wellington Management, Legal & General Investment Management (LGIM), BNP Paribas Asset Management, Fidelity Investments, Invesco Ltd., MetLife Investment Management, Amundi, ICMA - International Capital Market Association & CFA Institute Research Foundation.

Allocators interested in this space need to be able to contextualise individual data points within the broader macro landscape...

08/04/2024

Alternatives: All You Need to Build a Stronger Portfolio https://www.savvyinvestor.net/blog/alternatives-update-april-24?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=alts_6285298631. Discover the latest insights into hedge funds, private credit and more at Savvy Investor.

This collection of timely research provides allocators with key insights into the latest developments related to crypto assets, private equity, hedge funds, farmland, and private credit—all key asset classes and strategies of the expanding alternatives universe.



By... CME Group, VanEck, Sparkline Capital, Alpha Architect, Aurum, Goldman Sachs Asset Management, Bain & Company, Principles for Responsible Investment, CFA Institute Research Foundation, Ares Management Corporation, Oaktree Capital Management, L.P., Federal Reserve Board, CAIA Association, FCC / FAC & CAMRADATA.

This collection of timely research pieces provides allocators with key insights into...

04/04/2024

Explore the latest trends in finance amid global shifts: https://www.savvyinvestor.net/blog/the-institutional-allocators-universe-march-24?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=aauniverse_6088975602. Discover how institutional investors are navigating new credit cycles, the AI revolution, geopolitical conflicts, and global elections. Stay informed and adapt to the evolving landscape at Savvy Investor.



By... Bridgespan Social Impact (BSI), Dorothy A. Johnson Center for Philanthropy, Charles A. Skorina & Company, Mercer, NEPC, LLC, Citi Private Bank, Vanguard, BNP Paribas Asset Management, VoxEU, Milliman, Norges Bank Investment Management, Legal & General Investment Management (LGIM), British actuarial journal, Netspar, NRI (Nomura Research Institute), S&P Dow Jones Indices, Invesco Ltd. & M&G Investments.

Institutional asset allocators have had to adapt to massive changes in recent years...

28/03/2024

Where are the best EM investments in 2024? https://www.savvyinvestor.net/blog/emerging-markets-into-focus-march-24?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=em_6231351735. Don't miss out on valuable insights, discover more at Savvy Investor.

Sentiment has been mixed on the attractiveness of emerging markets—and for good reason. Many emerging economies need to grow faster if they are to retain their status as attractive locations for capital. In these insights, investors will explore where opportunities might be located within this universe.



By... International Monetary Fund, PGIM Fixed Income, Invesco Ltd., BBVA, Ninety One, LAVCA, International Energy Agency (IEA) & S&P Dow Jones Indices.

Market sentiment has been recently mixed on the attractiveness of emerging markets...

26/03/2024

Navigating ESG investment amid political sensitivities: insights for allocators on responsible capital allocation and regulatory challenges: https://www.savvyinvestor.net/blog/esg-and-ri-march-24?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=esg_6231351311. Discover more at Savvy Investor.



By... Robeco, Legal & General Investment Management (LGIM), BloombergNEF, Planet Tracker, CFA Institute Research Foundation, Office of Financial Research, UBS Asset Management, AFME (Association for Financial Markets in Europe), Harvard Law School Forum on Corporate Governance & Principles for Responsible Investment

How can allocators find the right ESG opportunities and focus on investing responsibly when...

25/03/2024

Explore march's most thought-provoking insights: from private markets to global liquidity, dive into compelling content at Savvy Investor: https://www.savvyinvestor.net/blog/thought-provoking-pieces-march-24?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=toppaps_6088975460.



By... Man Group, Franklin Templeton, Amundi, Bain & Company, Nordea, TPG, SFI Swiss Finance Institute & US federal reserve.

Explore a selection of some of the best pieces of content that we have read...

21/03/2024

CIO Reading List For High Investment Performance: https://www.savvyinvestor.net/blog/cio-reading-list-march-24?utm_source=facebook&utm_medium=organic-social&utm_term=&utm_content=&utm_campaign=cio_6088975323. Discover more at Savvy Investor.

Keep abreast of the key developments likely to impact financial markets with this section of insights, views, and news that make essential reading for every CIO.



By... Macquarie Asset Management, European Corporate Governance Institute (ECGI), Magellan Advisory Partners, Top Traders Unplugged, Barclays, BNP Paribas Asset Management & The Money Maze Podcast.

Being a successful CIO is not just about identifying good opportunities...