What Should Investors Read This Summer?
From Esports to the petrodollar, the future of work, and more!
In celebration of the summer, the team at Savvy has put together a relaxing but relevant selection of content that makes for excellent poolside company. These pieces touch on various important topics, such as the future of work, new healthcare frontiers, and the growing interest in sports and esports.
Don't Sweat It. Let Your Money Do It for You.
Navigating Soccer’s Financial Field (Gabelli Funds)
Investing in football (or soccer) might not be for every investor, but for those interested in this multi-billion-dollar industry, there are some interesting opportunities.
2024 Sports Investment Outlook (Deloitte)
The sports market has been developing fast in recent years. It now offers a wide range of interesting opportunities to allocators interested in this space.
A Piece of the Action: Investing in Professional Sports (JP Morgan AM)
As rules around private equity ownership of sports leagues expand, the authors of this report examine team valuations and profitability, emerging sports categories, and more.
How Esports Is Shaping the Future of Live Entertainment (BCG)
Esports has a long path to reach the popularity of traditional sports but is growing very fast and allocators should take note of this development now.
Rise of Esports: Beyond Traditional Gaming (Acuity Knowledge Partners)
This article provides an in-depth look at the growing world of esports and the investment opportunity which this market offers investors.
GLP-1 Drugs to the Rescue? Not so Fast.
Future of Healthcare: The Oxford Prescription (Citi GPS)
Improvements in global health and human life expectancy are among the most unequivocally positive stories of the last 100 years. Will this development continue?
Top of Mind: Weighing the GLP-1 Market (Goldman Sachs)
The newest generation of GLP-1 drugs are being hailed by some as “miracle drugs” for the treatment of obesity. However, these drugs are not without risks.
Obesity Drug Stocks: Where to Invest Now (Morningstar)
Investors looking to put new money to work in companies developing products in this potentially significant market must decide where the lower risk is.
Health Systems’ Investment Priorities (McKinsey & Company)
For health system executives, current investment priorities do not always align with areas they believe could have the most impact. Learn why this is the case.
How Much "Dollar" Is in the Petrodollar?
Oil 2024: Analysis and Forecast to 2030 (IEA)
Global oil markets will need to traverse myriad challenges in the medium-term as structural shifts reshape oil demand and trade flows.
OPEC Abandons Dream of $100 Oil (Moody's Analytics)
OPEC's market share of global oil production has fallen 1.5%, and its spare production capacity has risen to 4.5 million bpd, well above the 20-year average of 3 million bpd.
Dollar Dominance in the International Reserve System: An Update (IMF)
One nontraditional reserve currency gaining market share is the Chinese renminbi, whose gains match a quarter of the decline in the dollar’s share.
International Finance: The Global Reach of Currencies (BIS)
The dollar’s share in banks’ international claims peaked at almost 80% in the mid1980s, after which it gradually lost ground.
Will AI Help People Work from the Poolside?
The Math Behind the Hybrid Workplace (CBRE)
Hybrid work has encouraged a rethinking of how allocators measure a real estate portfolio’s effectiveness.
AI and the Future of Work in Africa (Microsoft)
Africa’s young population and vibrant tech ecosystem provide significant opportunities to position Africa as a leader in technological innovation and sustainable development.
The Future of AI and the Workforce (City of London & KPMG)
Two key changes are affecting the way people work (and thus their productivity): technology, like AI, and the evolution of the office space.
