Must Reads for CIOs: Holiday Edition

Navigating the changing waters of a new market order

With the Christmas period coming upon us, allocators may well want to take this quieter part of the year to read up on developments that continue to change the very fabric of financial markets. This collection of insights brings timely observations from global asset managers and institutions such as Vanguard, State Street, and more.

Four Things To Know About the New Digital Frontier (State Street)

Digitalization continues to shape markets and economies. Explore the new digital frontier with insights into digital ETFs, crypto, digital custody, and more.

Time-varying Duration And Value Factor Correlation (PGIM Quantitative Solutions)

Generating attractive returns has become increasingly difficult in the current environment. The authors of this paper look at how to build a portfolio to deliver this.

Targeting Opportunities Globally (Allianz Global Investors)

For compliance reasons, this paper is NOT accessible in the United States and Canada

An active approach to selecting and managing investments is critical, because not all assets will perform in an era where money has a cost again.

A Guide for U.S. Corporate and Public Plans (Wellington Management)

Corporate sponsors use the ROA assumption to determine the pension expense recognized on their income statements. How can this methodology be improved?

The Roads Ahead: The Future Is Electric (HSBC Asset Management)

For compliance reasons, this paper is only accessible in certain geographies

Data shows that demand for transport is likely to continue and could even accelerate in some scenarios. How will EVs transform this trend?

The Asset Owner 100 2023 (Thinking Ahead Institute)

The top 100 asset owners have over $23 trillion under their stewardship. The biggest of them remain pension funds, followed by sovereign wealth funds.

Art Market Report 2023 (UBS/The Art Basel)

The art market is older than most investors think and, over the years, it has evolved into a place where allocators can find alternative opportunities for the long-term.

Vanguard’s Principles For Investing Success (Vanguard)

For compliance reasons, this paper is only accessible in the United States

Investing successfully in today's changing economic and market regimes requires a comprehensive framework of rules that are flexible but, at the same time, rigid when necessary.

Quantum Computing and the Implications for the Securities Industry (FINRA)

Quantum computing is already changing the world. And the technology is advancing quickly. Financial services are set to be transformed by this development.

Electric Vehicles In The Fast Lane: Who Wins This Race? (Capital Group)

For compliance reasons, this paper is only accessible in certain geographies

The topic of electric vehicles is increasingly occurring in conversations with regulators and investors alike, seeming to offer a solution to the puzzle of what a greener economy may mean.

Leverage in Non-Bank Financial Intermediation (Financial Stability Board)

Leverage is a financial technique used to increase exposure, boost returns, or take positions that can offset potential losses from other exposures. But it can also increase risks.