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Articles by Anton Balint
Will AI pay off?
Explore diverging views on the AI trade The question is not whether AI will fail or not but if the technology will pay off enough to justify the massive investments in AI-related infrastructure and the elevated market caps of AI businesses. Insights from Allianz GI, Amundi, Robeco, and more explore the visible opportunities and risks – and also what may be under the surface.
Salaries: Financial Services (Australia & Asia) – Q3 2026
Below is an updated list of Asian and Australian financial services salary surveys that have been uploaded to the Savvy Investor platform. These surveys detail compensation trends for asset managers, financial, and back-office roles across the Asia Pacific region. The latest salary surveys Private Equity Salary Australia: What You Actually Earn 2026 (LNK) Previous salary surveys Australian Fund Management & PE Pay 2025 (Money Management) Super Fund Salary Survey 2026 (Investment Magazine)
Salaries: Private Markets & Alternatives – Q3 2026
Now is a good time to see how your salary compares with those of your peers. So why not check out the Savvy Investor Content Team's most recently updated list of the best global private markets and hedge funds salary surveys? Reflect on how your career is progressing. What are you worth? Dig in and find out.
Emerging markets: The wider picture
Emerging markets: The wider picture By: Anton Balint, Senior Investment Content Specialist | 14 Oct 2026 Updated 12 Oct 2026 Emerging markets offer more than diversification As global investors look to diversify, emerging markets are proving increasingly resilient – and now offer income opportunities for portfolios. Explore the latest trends in emerging markets from industry thought leaders, including BNP Paribas Asset Management, Allianz Global Investors, MetLife Investment Management, and more.
Private equity and credit: Expanding access
Find out what roles these assets can play in your portfolio Opportunities in private equity and private credit are expanding, but many of them require looking beyond the headlines and into new areas of investment like European private credit, continuation vehicles, and sports, media, and entertainment. Industry thought leaders share their insights on these investments and more.
Portfolio positioning and asset allocation in a new regime
Portfolio positioning and asset allocation in a new regime By: Anton Balint, Senior Investment Content Specialist | 07 Oct 2026 Why are large allocators moving towards private markets? Amid the risks investors face today, including concentration, inflation, and AI disruption, how should they construct and position their portfolios? Are there opportunities to diversify within asset classes like equities? Should allocators turn towards alternatives to prepare for the long term?
Monthly chart pack: Liquid and illiquid strategies and assets
Monthly chart pack: Liquid and illiquid strategies and assets By: Anton Balint, Senior Investment Content Specialist | 30 Sep 2026 Updated 29 Sep 2026 Hedge funds and private markets Explore the latest insights into the forces shaping hedge funds, private debt, venture capital and private equity, private infrastructure, and private real estate. Download the chart pack here
Top investment content: September 2026
AI, shifting cycles, and evolving fundamentals are reshaping risk and opportunity, putting diversification and security‑level insight front and center in investors' minds. Insights from Robeco, FTSE Russell, Nuveen, and other thought leaders cover what they're researching amid this changing landscape.
The long view: Publicly traded fixed income markets
Find out what role fixed income can play in your portfolio With rising U.S. government debt strains and central bank volatility, investors are shifting to global diversification and niche sectors, such as non-agency RMBS. Timely content from industry thought leaders, including BNP Paribas AM, Robeco, and Fidelity International explore fixed income opportunities that deliver long-term value.
Must-reads from top asset managers and institutions
There's no doubt the investment landscape has changed, but it raises questions about what comes next. Will the global equity and gold bull markets persist into 2027? Should investors rethink their definitions of labels like "quality" and what goes into the "40" bucket of their 60/40 portfolios?
The Allocator landscape in 2026
Explore the forces shaping the investment landscape for pensions, insurers, endowments, SWFs, and family offices. Industry leaders like PGIM, StepStone, Allianz, and more offer insights into the latest trends and tools for allocators navigating today's environment.
Private markets edit: Building on strong foundations
Data centers, electricity cost, and defined contribution plans While data centers in space may become common, constraints still exist here on Earth. Navigating physical limitations will be central to the next phase of the AI buildout. Meanwhile, in the broader private market universe, there are opportunities to add stability and resilience to portfolios. The AI buildout is shifting from hype to hard infrastructure, with mega‑deals, capex, and debt issuance signaling a supercycle.
New rules for index investing
New rules for index investing By: Anton Balint, Senior Investment Content Specialist | 09 Sep 2026 Updated 07 Sep 2026 Understand the implications for your portfolios Passively managed indexes have surged in popularity. But with higher interest rates, increased geopolitical instability, and AI concentration risks, is there a stronger case for active management?
The gateway to Europe
With shifting market conditions and geopolitical uncertainty, Europe faces questions around structural investment, fiscal consolidation, and AI productivity. But with this uncertainty comes opportunities – and risks – for investors. Insights PIMCO, Capital Group, Fidelity International, and more highlight what European investors should be aware of in the near to long term.
Top investment content: August 2026
Savvy Investor’s top picks for August feature the latest developments across markets and institutional investors, identifying trends, tools, and other topics of note for allocators. Insights from Natixis IM, PIMCO, PGIM, and more highlight how industry leaders are seeing markets and opportunities and how asset management is evolving.
Monthly chart pack: The big forces shaping tomorrow's markets
Monthly chart pack: The big forces shaping tomorrow's markets By: Anton Balint, Senior Investment Content Specialist | 01 Sep 2026 The latest insights on AI, the energy transition, and more This latest edition of the Savvy Investor monthly chart pack brings investors some of the most notable data points on megatrends like the technology and energy transitions that are shaping portfolios for the long term. Download the chart pack
Discover what topics resonated most with allocators in August
The analysis that made allocators think in August The Savvy Investor team has collected this month's most-read investment content for each allocator type. Below you can explore insights into agentic AI, gold demand trends, portfolio diversification, and more.
CIO reading list: The big forces shaping allocations today
Is uncertainty the new normal? In this edition of the CIO Reading List, thought leaders explore the forces shaping allocations today and where they're creating risks and opportunities. Insights from thought leaders like BNP Paribas, Fisher Investments, and more discuss the latest in private credit, the AI capex boom, Federal Reserve policy, and more.
Exploring public fixed income and equity markets
Exploring public fixed income and equity markets By: Anton Balint, Senior Investment Content Specialist | 24 Aug 2026 Insights from MacKay Shields, Ashmore, PIMCO, and more Estimates from the OECD put the value of publicly traded equities at about $140 trn. Meanwhile, data from MSCI suggests that fixed income instruments that are publcly traded are valued at about $145 trn. This gives a pool of liquid assets of about $285 trn for investors to explore in finding the best opportunities.
Emerging markets: A new investment map is needed
Uncorrelated returns and higher risks? The old narrative about emerging markets – where the risks seemed to outweigh the benefits – no longer applies. While risks still exist, the story has shifted, giving investors reason to revisit EMs, particularly as they seek new sources of diversification in an uncertain world. Insights from PGIM, Amundi, Candriam, and more explore the opportunities, as well as areas of caution, in the emerging world.
The long view: Commodities and the demand for electricity
The race for AI sovereignty and the need for energy security have brought commodities to the forefront of investors' dialogue. What role can these assets play in portfolios over the long run? Where can investors access the most dynamic opportunities? PGIM, GMO, and others weigh in on the current commodity landscape. Once Again, Commodities Are Being Overweighted (J. Safra Sarasin) The Power Play: Is Fusion Nearing a Kitty Hawk Moment?
Monthly chart pack: Taking a closer look at small-cap equities
Monthly chart pack: Taking a closer look at small-cap equities By: Anton Balint, Senior Investment Content Specialist | 10 Aug 2026 Some allocators are looking for alpha among small-caps In this edition of the Savvy Investor monthly chart pack, we take a closer look at small-cap equities in the current market environment. Content from JP Morgan Private Bank, Robeco, Fidelity International, and more explores the driving forces behind the rotation towards the asset class. Download the chart pack
CIO reading list, July 2026: The big forces shaping allocations today
CIO reading list, July 2026: The big forces shaping allocations today By: Anton Balint, Senior Investment Content Specialist | 05 Aug 2026 Updated 03 Aug 2026 Have markets entered a new era? In this edition of the CIO Reading List, investors will find not only the forces shaping allocations today and some interesting opportunities to consider, but also the forces behind those forces shaping allocations.
Private markets edit: The intersection of PE and PD
Private markets edit: The intersection of PE and PD By: Anton Balint, Senior Investment Content Specialist | 03 Aug 2026 All quiet on the PE front, unlike in the PD trenches In this edition of the Private Markets Edit, focused exclusively on parts of the private markets universe, Savvy Investor has put together some of the latest thought pieces on private equity and private debt from global institutions and experts. What roles might these asset classes play in portfolios in the coming years?
What investors read, listened to, or watched in July
Here is what resonated best with allocators in July The round-up the month of July, the Savvy Investor team has collected below the most-eganged-with pieces of investment content for each allocator type. Insurers Does AI Raise or Lower Neutral Rates? (PIMCO) Top of Mind: An AI Job Apocalypse?
Top investment content: July2026
A narrower path lies ahead, but opportunities remain Savvy Investor’s top picks for July feature the latest macro developments and investment opportunities to help you make decisions for your portfolio. Discover insights from PIMCO, PGIM, Orbis Investments, and more on assets from EMs to HALOs and concepts from the hidden cost of stock concentration to the drivers of a new exceptionalism.
Investment outlooks for the second half of 2026, part II
Artificial intelligence vs. geopolitics Savvy Investor has curated another collection of mid-year outlooks from thought leaders like Robeco, M&G Investments, Lazard, and more, covering the most timely market and macro themes. From commercial real estate to gold to fixed income and where to "play short" and go long, how might the next six months and beyond unfold for investors amid the two major macroeconomic backdrops?
Monthly chart pack: PGIM's mid-year outlook for 2026
Monthly chart pack: PGIM's mid-year outlook for 2026 By: Anton Balint, Senior Investment Content Specialist | 15 Jul 2026 Discover PGIM's four key investment themes What's changing in the markets, and what does it mean for investors? PGIM's mid-year investment outlook highlights a series of themes and charts that tell a tale of tailwinds and thicker tails, a new yield paradigm, and more. Download the chart pack
The long view: U.S. equities vs. international stock markets
Should investors stay with U.S. markets or look elsewhere for alpha? One of the most important debates in investment is the long-term viability of U.S. stocks to deliver solid returns, given the valuation and concentration risks. Some allocators are turning toward the international opportunity set to look for uncorrelated equity returns, with a particular focus on emerging markets. U.S. equities Equity Outlook: The Market Is Narrow.
CIO reading list, June 2026: A new investment roadmap
What CIOs need to know right now From trends in AI, energy, and mega-IPOs, to asset class insights on core fixed income, secondaries, farmland, and more, Savvy Investor’s monthly CIO reading list includes the latest perspectives from global thought leaders like Metlife IM and Deutsche Bank to help allocators navigate the current market environment. For CIOs Core fixed income looks attractive again – but not all strategies are created equal.
Top investment content: June 2026
This month's selection of top investment content covers a variety of different topics impacting markets today – from mega IPOs and a benchmark reset to the digital money supply and, of course, AI and energy prices. But they all boil down to the same underlying theme: the world is changing, rapidly at times, and investors will need to adapt. Mawer IM, Morningstar Indexes, and others offer timely insights to help get you started.
Investment outlooks for the second half of 2026
The theme of the year to date has been uncertainty in a fragmented world, but markets have remained remarkably resilient in the face of it. How long can that last amid continued strains – and new pressures like the approaching U.S. midterm elections? Mid-year outlooks from PIMCO, Man Group, Scope Ratings, and more offer timely perspectives on the key areas to watch over the next six months.
Emerging markets, reconsidered
Updating the investment map This Special Report explores why investors need to update their way of thinking about emerging markets. Historically, these opportunity sets were considered as volatile and fraught with governance issues and political crises. This was a reputation earned in recent years: from 2010 to 2025, U.S. stocks compounded at roughly 14% a year, turning $100 into more than $700, while the same amount invested in emerging market equities grew to less than $200.
PGIM's 2026 Mid-Year Outlook
PGIM's 2026 Mid-Year Outlook By: Anton Balint, Senior Investment Content Specialist | 24 Jun 2026 PGIM's 12-month outlook explores how the AI investment cycle, evolving rate dynamics, and geopolitical developments are reshaping markets, while highlighting where selectivity, diversification, and income opportunities may be most compelling. Themes include: Tailwinds and Thicker Tails New Yield Paradigm Diversification Approaches AI's Evolution Read the outlook
The long view: Liquid and illiquid alternatives and private assets
The cost of diversification Investors searching for greater diversification have been considering uncorrelated return streams from private credit, real estate, infrastructure, and other alternatives. Insights from Berenberg, PIMCO, GMO, and more break down the risks and opportunities that exist for investors today – including liquidity risk and a possible solution in liquid alternatives. Data center supply, demand, and more: What’s impacting investments in the sector?
The market – for the World Cup obsessed
Every four years, nations from all over the globe get behind their respective teams in the pursuit of glory. Closer to home, every four years, fellow England fans prep their reasons in earnest to leave the office early and watch the Three Lions, hedging their bets on how many pints may tip the balance between a gruelling Wednesday in the office and an overly suspect email to the boss requesting to work from home.
Must reads from top asset managers and institutions
What do private credit, secondaries, AI, and mega-IPOs have in common? They're all considerations that are front of mind for asset managers today. This collection of thought pieces from PGIM, Morningstar Indexes, and more is designed to help investors stay abreast of the top themes impacting portfolios now and into the future.
The world's economy is transforming
The world is changing, and how investors adapt is crucial for success. From macro considerations to market opportunities to thoughts on strategy amid uncertainty, this collection of insights from industry leaders offers ideas on how to keep portfolios resilient while the global economy transforms.
A new European investment landscape
Insights from Goldman Sachs, PIMCO, Amundi, and more European economies and markets are undergoing a rapid transformation. Geopolitical conflicts have impacted energy prices, adding pressure on the region, while the increase in spending on defense and demand for technological autonomy are changing the landscape even further. How can European allocators navigate this? If past performance does not guarantee future results, does it really matter at all?
Is private credit in a bubble?
Asset managers and investors from across the world have been asking the question posed in the title of this article with increasing focus in recent months. The answer is far from a simple “yes” or “no”. As with most things in finance, the private credit situation is nuanced. Private credit has been in the news a lot lately.
Monthly chart pack: The forces shaping investment decisions
Monthly chart pack: The forces shaping investment decisions By: Anton Balint, Senior Investment Content Specialist | 01 Jun 2026 Insights that prepare investors for the world of tomorrow In this edition of the monthly chart pack, Savvy Investor surfaces data points that tell the story of today's shifting geopolitical landscape, growing AI transformation, and volatile energy markets.Download the chart pack here.
Why private credit resilience persists
Why private credit resilience persists – beyond interest rate volatility This Special Report, sponsored by Principal Asset Management, explores how the private debt landscape is evolving and where there are pockets of opportunity that investors can tap into.
Have investors forgotten about hedge funds?
Have investors forgotten about hedge funds? By: Anton Balint, Senior Investment Content Specialist | 18 May 2026 Insights from BlackRock, Barclays Investment Bank, and more Are hedge funds still relevant to investors? Insights from industry leaders would suggest yes, saying the hedge fund industry entered 2026 with the highest inflows in almost two decades and 29% of investors are planning to allocate more capital to hedge funds in the next 12 months.
Private Markets Edit: Private credit's real risk
Record-high redemption requests. Parallels to the global financial crisis. Untested in a default cycle. The concerns about the $2 trillion private credit market are real. But should investors abandon the asset class altogether? Insights from Cliffwater, Robeco, PIMCO, and more look behind the headlines to help allocators better assess this market under scrutiny.
Top investment content: April 2026
In today’s ever-changing environment, staying up to date on the latest trends affecting investments can feel like a never-ending task. This collection of insights from Citi, J.P. Morgan, PGIM, and more is curated to help allocators spend less time searching for information and more time considering it for their portfolios.
CIO reading list, April 2026: The great upheaval
CIOs have been navigating choppy waters, but will the seas settle anytime soon? It's impossible to tell with any certainty, but what is sure is there are thought leaders, such as Citi Private Bank, PGIM, and Deutsche Bank, along the way to guide investors toward more resilient portfolios.
The allocator landscape in 2026
Learn how pensions, insurers, and others are allocating their money Explore what forces are shaping the investment landscape for pensions, insurers, endowments, SWFs, and family offices today. Industry leaders offer insights on trends, resiliency, new tools, and more for allocators navigating today's environment. Pensions A comprehensive snapshot of the health, trends, and key themes dominating the universe of corporate DB plans.
The global rotation in equities continues
Investors are looking for equity opportunities outside the U.S. as fears of an AI bubble continue to mount. Some have turned towards other developed markets, like Europe, while others have championed emerging markets. Insights from Robeco, Morgan Stanley IM, Research Affiliates, and more help keep investors grounded as the equity rotation continues. Is AI in a bubble? When Will AI Be Both Powerful and Profitable?
Can active investing make a comeback?
Looking over S&P Dow Jones Indices’ most recent SPIVA score cards, the outlook for active managers – overall – appears to be quite dire. These SPIVA score cards measure actively managed funds against their index benchmarks worldwide. Broadly speaking, most active investors fall short of benchmark performance.
The long view: A new era for fixed income investors
Both public and private fixed income markets are facing tests in today's environment. Are government bonds the safe assets investors believe them to be during crises? Is the private credit market in imminent danger of collapse? Top industry thought leaders offer their insights on these questions and many more – and highlight opportunities as well – in this new era for fixed income investors.
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