Regardless of the present calm, market dangers persist beneath the floor
On this version of the Savvy CIO Studying Listing, we convey a variety of handpicked items that debate options, mounted revenue, asset allocation, alongside broader geopolitical tensions. Discover these well timed insights to separate what issues for the markets from the noise that doesn’t.
For CIOs
Various Credit score Insights: Advancing Diversification (Nuveen)
The choice credit score market presents a rising and fascinating set of alternatives for buyers.
Tactical Asset Allocation – August 2025 (Invesco)
Is a recession a vital situation for Invesco’s contraction regimes to reward defensive portfolio positioning? The reply is not any.
Lively Mounted Earnings Views Q3 2025: The Energy of Earnings (Vanguard)
For compliance causes, this paper is barely accessible in america
Draw back dangers to the U.S. and international economies stay, at the same time as probably the most extreme coverage eventualities have been averted. However there are additionally shiny spots.
‘The Single Largest Mistake Buyers Are Making Right now’ (Morningstar Indexes)
It’s tough to think about a warmer subject within the funding world at the moment than personal markets. The creator of this paper takes a contrarian stance on this monetary sector.
How Will European Corporations Ever Catch Their U.S. Friends? (Deutsche Financial institution)
Fixing the disaster of European underperformance is all of the extra pressing as buyers enter a brand new company age.
From CIOs
Impartial Positioning Appears Prudent (J. Safra Sarasin)
Monetary market uncertainty has decreased considerably in current months. However, buyers want to stay vigilant.
The Fourth Turning and the Federal Reserve (Merrill)
This critique of the Fed’s errors over current years extends past its failure to satisfy the inflation goal.
Veins of Stress (Rockefeller International Household Workplace)
The Trump Administration seems to position much less emphasis on fiscal self-discipline, as mirrored within the diminished visibility of the Division of Authorities Effectivity.
Junction Level: Dangers and Alternatives Meet (Nomura)
Regardless of considerations of financial slowdown, earnings stay wholesome, with >70% beats internationally. Is the panic over for markets?
A Inventory Market Soften-Up? (Commonplace Chartered)
After a short consolidation, international equities scaled a brand new all-time excessive. A confluence of things is fueling the subsequent leg larger for danger property.
