Here are the forces which are shaping asset allocation…
Below investors can explore three of the most important themes underpinning markets and economies: the transition towards a greener economic blueprint, the transformative force of artificial intelligence, and the shifting picture of macroeconomic conditions.
THE MACRO SHIFTS
The forces reshaping the global workforce will impact everything from wages, productivity and employment to economic growth, inflation and fiscal deficits.
Macroeconomic forces are coming together to create a new landscape for investors. What can allocators expect from the global economy over the next year?
For compliance reasons, this paper is NOT accessible in the United States and Canada
Trade finance funds much of the commerce economies are built on and it is also becoming an increasingly crucial part of many investors’ portfolios.
THE GREENER FUTURE
Any informed decision on the energy transition has to come from a first-principles attitude about the physics and economics of existing and future climate technologies.
As global carbon emission policies and regulations become increasingly stringent, the costs associated with carbon emissions are expected to rise significantly.
This paper addresses the problems with plastic packaging and the thorny trade-offs from alternative materials.
THE AI REVOLUTION
Artificial Intelligence is all over the news. But what exactly is real about its potential and what is fiction? This podcast dives deep into this question.
Chips are the heart of Artificial Intelligence (AI) technologies. If the chip manufacturing sector is disrupted, the future of AI is also disrupted.
Capturing the benefits of data in the age of AI is a potentially transformative opportunity for financial services firms and the investment industry.