Best Strategy & Economics Paper 2019
J.P. Morgan Asset Management wins "Best Strategy & Economics Paper 2019"
J.P. Morgan Asset Management's Guide to the Markets is a seminal report and is consistently one of the most popular strategy & economics documents on the Savvy Investor website. Released on a quarterly basis, both it and the accompanying 'Quarterly Perspectives' document have six different regional versions available.
WINNER: J.P. MORGAN ASSET MANAGEMENT
Guide to the Markets (J.P. Morgan Asset Management)
The J.P. Morgan Asset Management quarterly "Guide to the Markets" is a chartbook that illustrates a variety of compelling data relating to economics and market-related updates that would be relevant to most investors' strategic discussions. They also produce an accompanying "Quarterly Perspectives" document that serves as a primer for the Guide and contains a written overview of similar topics.
HIGHLY COMMENDED
Late-Cycle Investing: Survive and Thrive (Neuberger Berman)
For compliance reasons, this paper is only accessible in certain geographies
Just how long will the present business cycle last, and what are the particular challenges presented, given the need to invest during a late-cycle environment? Neuberger Berman describes four principles that could prove helpful for investors: the ability to distinguish the signals from the noise, re-assessing strategic allocations, identifying themes that are pervasive throughout different phases of the business cycle, and operating with liquidity risk in mind.
The Survivability of the Euro, Part I (Invesco)
For compliance reasons, this paper is only accessible in certain geographies
A former European finance minister joins forces with an Invesco expert on macroeconomics and global strategy for this thoughtful series of papers. The series seeks to address some of the most pressing issues surrounding the euro, the eurozone, and the EU. This particular paper, the first in the sequence, focuses upon the many different unions built around the idea of strengthening the European Monetary Union.
Debunking the yield curve as a ‘super-forecaster’ of recessions (BNP Paribas AM)
This year the 2-year to 10-year portion of the U.S. Treasury yield curve inverted for the first time since 2007. This event sparked much discussion about recession risk and the predictive ability of the yield curve to forecast recessions. This BNP Paribas Asset Management paper presents the most comprehensive analysis of yield curve inversions and recession risk published on Savvy Investor this year.
Global Macro Trends: Wisdom in Curiosity (KKR)
Global macroeconomic reports from KKR contain a tremendous amount of insight. This report primarily tackles three themes: negative interest rates and ineffective monetary policy, the extent that the current manufacturing recession will spill over to the rest of the global economy, and the risk/return profile of private markets.
Guide to Recessions: What to look out for and how to prepare (Capital Group)
For compliance reasons, this paper is only accessible in certain geographies
Capital Group's 'Guide to Recessions' begins with a discussion of the business cycle. Statistical data is provided to furnish answers to the 'How long does the average recession last?' question, before progressing to examine the most frequently used recession indicators. The paper finishes with a strategic discussion of equity sectors that perform best during recessionary periods and other asset allocation decisions to consider when attempting to recession-proof a portfolio.
Wealth Inequality - A Tale of the Diverging Tails (PGIM Fixed Income)
In the United States, the top 10% of households hold 70% of total household wealth. The wealth gap is widening. In this paper, PGIM Fixed Income analyzes income and wealth inequality in the United States, finding that the rising levels of inequality are primarily the result of equity ownership and the appreciation of real estate. Increasing home ownership and participation in 401(k)s and other retirement plans are some ways to combat this inequality, but further steps could be taken to incentivize lower-income families.
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Savvy Awards 2019 Magazine
Savvy Investor has produced a 24-page page magazine to celebrate the Award winners. Click to download a copy of the 2019 Awards magazine.
