Top Papers: The best insights from October
Market-beating perspectives from top institutions
Explore some of the best pieces of financial and economic research from the month of October, highlighting both the near- and long-term developments shaping the world of capital allocation.
5-Year Expected Returns, 2025-2029: Atlas Lifted (Robeco)
There has long been a narrative that risky assets were expensive because interest rates were zero or even negative. Is this true, and what can investors expect from now?
Multi-Sector Investing for Total Return 4Q 2024 (MacKay Shields)
There is an opportunity to buy bonds at a discount. But its significance is not widely understood. Read more about this opportunity in this report.
Artificial Intelligence: An Accelerating Revolution (Jennison Associates)
For compliance reasons, this paper is only accessible in certain geographies
One source of demand for AI capabilities has come from sovereign funds, which have sought AI expertise to build models in their own languages.
SPIVA Global Mid-Year 2024 (S&P Dow Jones Indices)
The first half of 2024 will likely go down as another challenging period for the active management industry, most notably for funds focused on U.S. or global equities.
FX Talking: Groundhog Day for the Dollar? (ING)
Were it not for the U.S. election, investors would be left to focus on the two key themes of the likelihood of a soft landing and the risk of a surge in oil prices.
International Economic Implications of a Second Trump Presidency (PIIE)
Allocators all over the world are wondering how a Trump administration will impact global markets and economies. This paper gives a bold answer.
The Global Economic Ripple Effect of Cyclones (Allianz)
For compliance reasons, this paper is only accessible in certain geographies
As climate change intensifies, more countries will surpass their resilience thresholds, leading to severe economic damage and weakened capacity to cope with future hazards.
Standing Strong: Emerging Manager Survey 2024 (AIMA/Marex)
This report focuses on several key management areas: fund fees, average headcount, operational costs (including estimated breakeven costs), and the average time to secure a new investment.
The Defined Contribution Survey 2024 (DCREC)
The DCS is the only comprehensive study delving into DC capital raising, structuring, organizational metrics and best practices.
