CIO Reading List: July 2024
What should CIOs be reading right now?
Explore some of the most interesting takes on what matters most to CIOs today, from some of the world's most reputable asset managers, including Robeco and UBS Asset Management.
FOR CIOs
Embracing the Journey in Global Secondaries (UBS AM)
The robust growth in transaction volumes is expected to continue, driven by a wide range of factors explored in this podcast.
It’s Elementary: Using 529s to Pay for K–12 Education (Vanguard)
For compliance reasons, this paper is only accessible in certain geographies
529 accounts are an increasingly popular way to save and invest for education. Here is how investors can use these products to build wealth.
Will EMs Breathe Fire in the Year of the Dragon? (Robeco)
Growth differentials between emerging and developed markets have historically led to better equity performance from the former.
Creditor-on-Creditor Violence in Europe: Safe Harbour? (Franklin Templeton)
For compliance reasons, this paper is only accessible in certain geographies
Quantitative easing and ultra-low interest rates, the twin responses of Western central banks, have altered the shape of global finance. Are these changes permanent?
FROM CIOs
Mid-Year Investment Perspectives with Three CIOs (M&G Investments)
For compliance reasons, this paper is only accessible in certain geographies
In this podcast, M&G Investments’ three Chief Investment Officers offer their views on how markets might take shape as 2024 progresses.
CIO Viewpoint: On the UK Economy under the New Government (Connection Capital)
The recent UK election might change the country's economic trajectory for the better, at least for some sectors, such as private equity.
CIO's Global Outlook: July 2024 (Waverton)
In this video, William Dinning, Chief Investment Officer, discusses the fast-changing macroeconomic environment in which financial markets operate.
Howard Marks: The Indispensability of Risk (Oaktree Capital)
Howard Marks explores in-depth the notion of risk and how this factor plays out across the investment business.
The View from the Core CIO Office: July 2024 (AXA Investment Managers)
This piece looks at some of the key trends that will shape markets in the near future, as well as over the long run.
