September 2025 top papers

Top 10 papers for September 2025

We present the best-performing papers from September 2025 by number of downloads

Simple Maths Says the AI Investment Boom Ends Badly (Firstlinks)

Simply put, at the current trajectory, we’re going to hit a wall, and soon. There just isn’t enough revenue and there never can be enough revenue.

The Summer AI Turned Ugly: Part 1 (Deutsche Bank Research Institute)

This is the first part of a two-part series on seven emerging themes that will set the course for the rest of the year.

The Summer AI Turned Ugly: Part 2 (Deutsche Bank Research Institute)

This is the second installment of a two-part series on seven emerging themes in AI that will set the course for the rest of the year.

Red Thread: Europe Edition - Mid-Year Report 2025 (UBS AM)

“Who do I call if I want to speak to Europe?” - Henry Kissinger. While Europe has clearly made strides since this provocative jibe, many of the underlying challenges remain.

The Impact of Artificial Intelligence on Markets (Marquette Associates)

Nearly 80% of companies around the world now use some form of AI technology as part of daily operations, with 240 S&P 500 Index constituents citing AI on 4Q24 earnings calls according to FactSet (up from just 80 in 3Q22).

The Skeptical Value Investor (Robeco)

Growth stocks have outpaced value stocks over the past decade, with growth’s lead particularly clear in the U.S. market. That’s the high-level perspective – which suggests that value investors have been left out in the cold in recent years. But have they really?

Worth Its Weight? Assessing Gold’s Portfolio Utility (DE Shaw)

DE Shaw finds that gold's long-term relationship with global growth, coupled with its lack of correlation to the shorter-term business cycle, makes it appealing to an optimizer.

The Art of Quantum Computing for Finance: Brief Overview and Prospects (University of Québec)

This review article discusses the application of quantum computing to financial problems while presenting current approaches and their future prospects. The authors also talk about quantum machine learning and deep learning in finance.

Global Top 300 Pension Funds 2025 (Thinking Ahead Institute)

The world’s largest 300 pension funds reached a new US$ 24.4 trillion record in terms of their total assets under management, according to this year’s Global Top 300 Pension Funds report.

The GenAI Divide: State of AI in Business 2025 (MIT)

Despite $30–40 billion in enterprise investment into GenAI, this report uncovers a surprising result in that 95% of organizations are getting zero return.