August 2021 Top Papers

Top Investment Content from August 2021

The Savvy Investor Content Team presents some of the top institutional investment content uploaded during August 2021. We'd love to know what you think about our selection, so drop us a line at content@savvyinvestor.net. 

Within this list of papers we've included Savvy Special Reports on private real assets and Chinese assets, as well as updates on capital market assumptions, inflation expectations, megatrends, and behavioural finance. 

Private Real Assets: Diversification creates resilience (Special Report, 2021)

This Special Report focuses on private real assets and their unique challenges. These assets often require operational expertise, but can offer diversification and inflation hedging benefits to investors.

Chinese Assets: Sizing strategic allocations in a bipolar world (Special Report, 2021)

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

This collaborative Special Report shows how investors can size their strategic allocations to Chinese assets. It outlines the role of Chinese stocks and bonds within the emerging market world, and how investors can gain exposure to this growing asset class.

Deep Water Waves: Long-term drivers that face investors (Franklin Templeton, Aug 2021)

For compliance reasons, this paper is only accessible in the EMEA region

What Franklin Templeton refers to here as Deep Water Waves are powerful, long-term forces that are facing investors. These megatrends will likely persist for years to come.

Water Risks in South Asia Impact on Emerging Market Sovereign Debt (Wells Fargo AM, 2021)

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

Wells Fargo Asset Management looks at how water risk affects their evaluation of sovereign debt within emerging market countries.

No Place to Hide: Five-year capital market assumptions (UBS AM, 2021)

UBS Asset Management presents their five-year assumptions for global asset classes. Expected returns for equities are relatively low, especially in the United States.

Quantitative Credit (Man Group, 2021)

Man Group presents an in-depth primer on quantitative credit, describing the process of systematic trading and the use cases for this strategy.

Assessing Inflation: Theories, policies and portfolios (PIMCO, 2021)

In this 35-page paper, PIMCO describes inflation dynamics, historical inflation trends, and inflation theories based on economic concepts such as the Taylor Rule.

Robert Shiller and the Power of Narratives (Roland Berger, 2021)

Economist and Nobel Laureate Robert Shiller contends that formulas and data do not govern behavioural finance, but that the actions that people take are more based on the 'stories' they believe.

ESG in Credit (Fitch Ratings, 2021)

In this insightful white paper, Fitch Ratings outlines an approach to evaluating ESG risks in all rated sectors and highlights key trends and patterns.