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Here is a selection of our most popular content from August:
Fascinating infographics illustrating BofA Merrill Lynch's favorite secular and cyclical investment themes, including allocation of scarce human resources, scarce natural resources and scarce financial capital.
Gavyn's Davies' analysis of China's renminbi devaluation and what it means for global financial markets.
Two documents from Michael Page and Greenwich Associates setting out avarage compensation levels (salary plus bonus) across a variety of front office banking and asset management roles in the UK and US.
How much life is left in the cyclical force of rising profit margins and asset prices valuations to counter the structural expectation for continually slow growth? Northern Trust analyses the 5-year outlook.
This 44 page report seeks to provide useful insights for institutional investors who either have direct hedge fund portfolios or are considering direct investment in hedge funds.
We have three different reports on Private Equity compensation; detailed guides for packages in USA, UK and Asia.
The reasons behind today's low long-term interest rates - and how long these low levels will persist for - is one of the most pressing questions currently facing macroeconomists. This report surveys recent thinking on the drivers of long-term interest rates and examines the future outlook.
The world of data is exploding. How could this development reshape the asset management landscape? And what do today's investors need to understand about “big data?”
A controversial view from Ray Dalio, who believes the next big Fed move could involve an ease (via QE) rather than a tightening. He clarifies that he is not denying that a tightening could precede an easing; instead, he argues that the next big easing will come before the next big tightening.
Investors concerned with factor-based investing will normally ask, “WHICH factor should I choose?” Northern Trust's research suggests that investors should instead be asking, “WHEN should each factor be favoured?”
How Effective Is Pension Fund Governance? Do Pension Funds Invest For The Long-Term? Continuing a series of survey-based research projects.
The paper helps readers understand some basics of financial market liquidity, before going into an analysis of the causes of the recent lack of bond market liquidity and examining the likely future environment.
Our content library continues to grow - but there's always room for more. Visit the write something page to contribute your company research to our database.