Leading the Way: September's Most Thought-provoking Content

A selection of market-leading thought leadership and analysis

The collection below offers investors a wide range of insights into the changing global order. Topics range from how to measure corporate sustainability performance to the opportunities of the growing psychedelic therapeutics market – with plenty in-between.

Inflation Hedging: A Dynamic Approach Using Online Prices (State Street)

Not many asset classes are reliable tools in hedging against inflation. Decades of data back this observation. So how can investors protect their capital?

The Three Rs: Recessions, Rate Hikes and Really High Prices (RLAM)

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

Economic recessions are coming to many major markets. The key element for investors to understand is the timeline.

Decarbonization In Equity Benchmarks: Smoke Still Rising (FTSE Russell)

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

Climate change poses a long-term risk to all asset allocators. Investors need to consider the practicalities of decarbonising their equity exposure.

Portfolio Construction in Practice: Tracking A High-yield Index (Qontigo)

Tracking any index can prove more difficult than the theory suggests. The objective is to minimize the forecasted tracking error with respect to the underlying benchmark.

Real-Time Macro and Bond Return Predictability: Deep Learning (Amundi)

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

As the macroeconomic environment is changing fast, investors are employing machine learning to help predict asset class returns in real time.

An Insurer’s Path to Investing In Alternatives (Wellington Management)

Many investors, including global insurers, have historically taken a cautious stance on alternative investments – but that has begun to change in recent years.

Global Multi-sector Fixed Income in a Post-pandemic World (Manulife IM)

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

The accommodative monetary policy regime that has dominated fixed income markets is undergoing a massive shift.

Agtech and the Future of Farming (Invesco)

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

Technology has transformed farming multiple times over the centuries. What will the next chapter in agtech (agriculture technology) bring to the ways we produce and consume food?

Corporate Sustainability Performance: SDG Scores vs ESG Ratings (Robeco)

Corporate sustainability performance, or CSP, remains a highly debated topic in the industry: what is the best way to measure it?

How 'Far Out' Are Psychedelic Therapeutics? (ARK Invest)

Psychedelic drugs are slowly but surely becoming more accepted as genuine therapeutics. This opens a new and dynamic market for capital allocators around the world.

Podcast: Greg Lippmann, The Big Short and Structured Credit (Capital Allocators)

Greg Lippmann touches on structured credit, his investment strategy and market outlook, and other critical topics relevant to investors worldwide.