April's Most Thought-provoking Research

Allocation perspectives for a new era

This selection of content includes some of the most thought-provoking pieces we have read this month. It offers a balanced blend of theoretical and practical insights on a range of timely topics that address some of the key concerns at the top of investors' agendas today.

Private Markets: The New Traditional Asset Class (Partners Group)

For generations, public markets have been the beating heart of capitalism. In recent years however private markets have grown in importance.

Gold Market Commentary: Gold Gears Up For Brewing Crisis (World Gold Council)

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

This in-depth report on the recent dynamics underpinning the gold market offers investors practical insights into this part of the commodities universe.

Crypto vs. Currency 2023 Digital Currency Outlook (Invesco)

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

Today, digital assets – including cryptos – are seen primarily as speculative assets. This could be about to change.

A New Era: Investments For An Uncertain Road Ahead (PGIM)

This collection of research pieces looks at opportunities across credit markets, lasting portfolio methods and more.

The Transition Will Not Be Televised – Part 2 (Impax Asset Management)

Impax Asset Management continues their exciting series on the green energy transition, as the global economy continues to move towards a more sustainable model.

Deglobalization and Critical Minerals (Sprott AM)

Commodity pricing dynamics are changing as a new world order emerges. Critical minerals usage is in the early acceleration phase of a stereotypical S-curve.

Responsible Investing In Asia (Amundi)

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

Countries in Asia must address their need for economic development while factoring in climate-related risks and transition challenges.

Not All Low Volatility Portfolios Are The Same (Man Group)

Traditionally, risk-on environments are challenging for low-vol portfolios as low-volatility stocks struggle to keep up with the broad market.

Five Things To Know: Digital Digest, April 2023 (State Street)

Investors continue to be attracted to this space. However, legislators and regulators need to step up and bolster digital assets with appropriate guidelines and standards.

Private Credit: Is Now the Time to Invest? (Hirtle Callaghan & Co)

The authors argue that because public credit issuance has stalled, private credit is the only game in town for companies looking to raise capital.