Innovative Analysis for a Changing Market Regime

Ten of the best from October

This compendium represents some of the most eye-catching analysis from the last month. Allocators can dive into research from international asset managers and institutions on a number of crucial topics.

Low Volatility Investing: Assess, Analyze, and Act (Intech)

This year saw the return of volatility across multiple asset classes. A strategic approach to low volatility investing could help allocators navigate this market regime.

Coalition Greenwich Survey: Investment Priorities in a World Upended (BlackRock)

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

BlackRock partnered with Coalition Greenwich to survey large allocators, such as endowment funds, on their investment priorities in the new world order.

Sustainable Investment 2022 - Survey Findings from Asset Owners (FTSE Russell)

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

This annual survey covers the priorities of asset owners in terms of sustainable investing. This year regulation has come as a key concern for investors.

Sustainable Infrastructure: For The New Economy (Impax Asset Management)

Transitioning to a greener economy that is better equipped to deal with climate change risks requires a new way of thinking about infrastructure projects.

The New Dynamics of Private Markets (PGIM)

Private markets have grown in importance over the last few decades. They are no longer an obscure part of the financial system but a vital source for economic growth.

An Assessment of China's Property Market Risk (BNP Paribas AM)

China's property market sector has come under pressure this year. Some predicted a massive crash that would destabilise its economy. However, this seems unlikely.

The U.S. Dollar’s Global Reserve: Bending, Not Breaking (Insight Investment)

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

The greenback has been the world's reserve currency since 1944. Over the decades, this role has become more important. However, is the U.S. dollar's status being challenged?

The World’s Largest 500 Asset Managers (Thinking Ahead Institute)

This annual report brings to light the most important trends impacting the largest asset managers in the world.

Return on Invested Capital: How to Calculate ROIC (Morgan Stanley IM)

Return on invested capital (ROIC) can help allocators deduce if a company is generating enough value on its investments. There are challenges with estimating it properly.

On the Cusp of a New Era? (McKinsey & Company)

The current geopolitical order is changing. A multitude of factors - some political, some technological and some social - are culminating to create a new world.