Top Papers: The Best Insights from July
Market-beating perspectives from top institutions
Explore some of the best pieces of content we have engaged with in July. These touch upon a wide range of pressing issues, from AI and the direction of the U.S. economy in an election year, to climate change and the reliability of real assets.
Nine Implications for a New Investment Landscape (Nuveen)
A more rigorous approach to diversification and risk management is now essential for long-term investment success. How can this be achieved?
Transition Investing: Exploring Alpha Potential (Robeco)
“Net zero” is a two-word ambition anticipated to take decades to achieve and that requires tens of trillions of dollars investment spending, offering huge opportunities.
How America Saves 2024 (Vanguard)
For compliance reasons, this paper is only accessible in the United States
Read the world's most comprehensive analysis on how American society is changing, focusing specifically on how it saves money.
Investing in the Green Economy 2024: Growing in a Fractured Landscape (FTSE Russell)
For compliance reasons, this paper is only accessible in certain geographies
The green economy is diverse, spanning many global value chains. Almost all industries generate green revenues.
Real Estate Debt: Navigating the New Frontier (MetLife IM)
Commercial mortgages have been uniquely impacted by recent macroeconomic conditions, which are now being observed in pricing.
Hedge Fund Industry Performance Deep Dive – H1 2024 (Aurum)
Hedge fund performance remains a huge point of contention for many investors looking toward these strategies for alpha and diversification.
Political and Policy Preferences of Likely 2024 Voters (Manhattan Institute)
It is likely that budget constraints will be a driving force in 2025, regardless of who is elected, and which political party is in the majority.
Digital Asset Investment Trends for Institutional Investors 2024 (Nomura)
Are digital assets going to be increasingly accepted by allocators globally? This document aims to answer this question.
Trend Compendium 2050: Environment & Resources 2024 Edition (Roland Berger)
Scientists measure global temperature by combining sea surface and land surface air temperatures, calculating temperature anomalies relative to a standard period.
OK Computer? Uses of Generative AI in News (Reuters)
Technology, like AI, is shaping the news industry at a rapid pace. What will the news of the future look like? Will integrity be maintained?
