Savvy Investor Awards 2021: The Best White Papers
Robeco?wins Best Investment Paper 2021
Overall Winner:
The Savvy Investor Awards 2021?celebrate the best investment and pensions papers from the last twelve months.
The Award for Best Investment Paper 2021?is given to Robeco for their '5-Year Expected Returns 2022-2026: The Roasting Twenties '.
One foundational element of investors’ strategic decision-making processes is the estimation of expected returns. Many institutional investors use macroeconomic input and fundamental asset class data to formulate their own projections, while others rely heavily upon a combination of external forecasts for these returns. Robeco’s ‘5-Year Expected Returns: The Roasting Twenties’ begins with insights into the present valuation of major global asset classes. The authors then analyse a range of potential economic scenarios, built upon updates about global fiscal and monetary support, the continual cultural and market-related impacts of Covid-19, and geopolitical concerns. Finally, they amalgamate these disparate factors to relate them back to their specific asset class projections.??
On the back of strong returns in equity markets this year, Robeco expects corporate earnings to continue to flourish, supported by the post-outbreak stimulus measures put in place by governments and central banks. In the medium term, they are also projecting an increase in productivity growth over the coming years, likely aided by technological breakthroughs in healthcare, green energy, and other industries.
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Highly Commended:?
International Guide to Cost of Capital: 2021 Summary Edition ?by CFA Institute Research Foundation
Stocks, Bonds, Bills, and Inflation: 2021 Summary Edition ?by CFA Institute Research Foundation?
Clearing Hurdle Targets Amid Rising Rates ?by Nuveen
Cash Dethroned: Reallocation opportunities for insurers under Solvency II ?by M&G Investments?(only available in selected countries)
Is Diversification a Myth? ?by State Street
A Source-based Approach to Managing Inflation Risk ?by Wellington Management
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Why EM Could be Back in Focus in 2022?– Charts & views by Amundi?(only available in selected countries)
Global Investment Outlook – Fall 2021 by RBC Global Asset Management?(only available in selected countries)
WisdomTree Investments Market Outlook by WisdomTree Investments?(only available in selected countries)
The Big Picture: Global asset allocation Q4 2021 ?by Invesco?(only available in selected countries)
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ESG in Credit by Fitch Ratings?
Water: From a systemic and unpriced risk to a measurable opportunity with positive impact by Impax Asset Management??
Valuing Biodiversity: The tools at our disposal by Manulife Investment Management?(only available in selected countries)
Passive Investing 2021?– Rise of the social pillar of ESG by CREATE-Research/DWS
Building Back Better: The path to net zero ?by?Aviva Investors?(only available in selected countries)
A Data-Driven Approach to Climate Change by Man Group
A Multi-Asset Approach to Navigating Net Zero by BlackRock?(only available in selected countries)
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The Incredible Upside-Down Fixed-Income Market (CFA Institute Research Foundation)
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Emerging Markets Green Bonds Report 2020 ?by Amundi?(only available in selected countries)
Direct Lending: How senior is your debt? by Federated Hermes?(only available in selected countries)
Are Sustainable Bonds the New Smartphones? by Aviva Investors?(only available in selected countries)
Sovereign Debt Index ?by Janus Henderson?(only available in selected countries)
Rethinking the Role of Fixed Income Along the Retirement Savings Journey: From theory to practice by MFS Investment Management?
The Investment Implications of Covid-Induced Debt Overhang by PGIM Fixed Income?
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McKinsey on Investing by McKinsey & Company
Wealth Management Top Trends 2021 by Capgemini
The World's Largest 500 Asset Managers by Thinking Ahead Institute
Digital Assets Going Mainstream: Impact for Financial Institutions ?by Oliver Wyman
领英推荐
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Deep Water Waves: Long-term drivers that face investors by Franklin Templeton?(only available in selected countries)
ARK Invest Big Ideas 2021 by ARK
Trends Investing: Future of food by Robeco
Capturing Structural Change: A guide to thematic investing by Lazard Asset Management
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The Evolution of Derisking: Assessing liability-hedging ideas ?(Wellington Management)
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Retirement Income: Allocations and spending strategies by Dimensional Fund Advisors
Global Pensions Asset Study 2021 by Thinking Ahead Institute
ESG in DC Pensions Report by LGIM?(only available in selected countries)
UK Pensions De-risking Report: Buy-ins, buy-outs and longevity swaps by LCP?(only available in selected countries)
The World's 300 Largest Pension Funds 2021 ?by Thinking Ahead Institute
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U.S. Stock-Bond Correlation: What are the macroeconomic drivers? ?(PGIM Institutional Advisory & Solutions)
Highly Commended:?
Quantitative Credit by Man Group
A Dynamic Multi-Asset Approach to Inflation Hedging ?by S&P Dow Jones Indices
Hedge Funds vs Alternative Risk Premia ?by Financial Analysts Journal
ESG Risks in Sovereign Bond Portfolios and Debt Investing ?by EDHEC-Risk Institute?
Global Factor Investing Study by Invesco?(only available in selected countries)
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Tokenisation of Alternative Investments (BNP Paribas Asset Management)?
Highly Commended:?
The Case for Investing in Broad Commodities by WisdomTree Investments
Global Private Equity Report 2021 ?by Bain & Company
Allocating to Real and Alternative Assets: Framework for Investors by Amundi?(only available in selected countries)
Global Real Estate Outlook: Navigating the road to recovery by M&G Investments?(only available in selected countries)
Core Infrastructure: Inflation hedging and the search for yield by Macquarie Asset Management
Cryptoassets: The guide to bitcoin, blockchain, and cryptocurrency by CFA Institute
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ABOUT THE SAVVY INVESTOR AWARDS
The Savvy Investor Awards celebrate the best content from across the global institutional investment industry. We present awards across 10?different categories including the best overall paper.
Every year our Content Team handpicks and uploads over 10,000 articles and papers to the Savvy Investor platform. This library, alongside engagement data from 57,000+ members, means our judges are well-placed to identify and assess the award-worthy papers of 2021. The Awards are judged on many elements including the depth, quality, readability, and of course, appeal and relevance to our institutional investor audience. In a world saturated with content, and where it’s difficult to cut through the noise, it is a great pleasure to highlight quality, cutting edge, and deeply engaging thought leadership for the investment community.
As the leading content hub for institutional investors, the Savvy Investor Awards were designed to help to affirm or establish authors and firms as true thought leaders within the industry.
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ABOUT THE AUTHOR
Andrew Perrins is a former Actuary and Asset Allocator. After qualifying as an Actuary, he worked for 15 years in investment management, serving as Director of Asset Allocation for Abbey Life and for Chase Manhattan, before setting out on a more entrepreneurial path.
To contact him,?email?[email protected]
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