CIO reading list: August 2024

Summer is ending. Where should CIOs focus?

From AI to the U.S. election, here are some of the most interesting and relevant pieces every CIO should read as investors head toward the final few months of 2024.

For CIOs

Harris Vs Trump: Policy and Investment Implications (Wellington Management)

The U.S. election is just around the corner, and investors are asking how its outcome might impact allocations.

Stock-Picking Talent in U.S. Pension Funds (University of New Hampshire)

The author of this paper uses various methods to estimate how CIO backgrounds affect stock-picking talent, if at all.

Global Private Markets: Prepare to Pivot (New York Life Investments)

The last two years can be described as a slow-motion liquidity crunch across private markets. Where should CIOs look for opportunity in this space?

AI Financial Analysts (Sparkline Capital)

The authors of this paper argue that AI has powerful use cases in investing, three of which are highlighted in this analysis.

From CIOs

Roz Hewsenian and Joshua Fenton, Helmsley Trust (Capital Allocators)

Ensuring a successful CIO transition is essential for any large asset management firm or allocator.

CIO Viewpoint: The Ghosts of August Shall Fade (Merrill)

In the U.S., macro momentum is slowing, and economic data continue to miss to the downside. What should CIOs do in this scenario?

CIO Lens Q3 2024 (Schroders)

The U.S. heads to the polls in November. Here is what CIOs can expect.

An Update from Our CIOs: How Durable Is the Economy? (Bridgewater Associates)

Bridgewater Associates' CIOs discuss the direction of the U.S. economy and other key themes relevant to investors globally.