Forward-Looking Research from December
What are the key forces driving markets in the future?
This collection of insights from December provides allocators with key perspectives into crucial market developments. These include the changing universe of emerging markets, the transformation of equity investing, and the continuous rise of green capital approaches. We offer these thoughts in a dynamic manner, aiming to meet the demand for different ways of consuming information.
Asset Management CEO Outlook: The Year Ahead (KPMG)
What are the key areas of focus for asset manager leaders as we look to 2024? This report provides an interesting answer.
The Impact Of Geopolitics On Gold (World Gold Council)
For compliance reasons, this paper is only accessible in certain geographies
Tina Fordham, founder of Fordham Global Foresight, provides an overview of the global geopolitical puzzle and of its impact on the gold market.
Aligning Equity Multifactor Strategies With Net Zero Objectives (BNP Paribas AM)
This paper provides insights into applying Paris Aligned Benchmark (PAB)-type constraints to multifactor equity investing.
The Engines Of Growth In Emerging Markets And Asia (Matthews Asia)
For compliance reasons, this paper is only accessible in certain geographies
Emerging markets offer a wide range of opportunities for allocators to diversify their portfolios and generate attractive returns.
Outerblue Talks Green – The Rise Of Responsible Investing In Asia (Amundi)
For compliance reasons, this paper is NOT accessible in the United States
Responsible investing is not dead. It continues to gain traction, even if 2023 was challenging. Tune in for an engaging podcast on this subject.
Understanding Quality In Small Company Investing (Polen Capital)
For a small business to grow into a mid-sized or large business, many things must go right. Here is an overview of those key developments.
Asset Allocation Insights: Quarterly – Dec 2023 (FTSE Russell)
For compliance reasons, this paper is only accessible in certain geographies
Asset allocation is changing. Knowing the past is no longer enough. Forward-looking data is necessary to achieve positive returns in the year ahead.
Deficits to Power Gold Higher (Myrmikan Capital)
The direction of inflationary forces will be a decisive factor for global investors this year. Here is what you need to know about inflation.
The Death of Small Cap Equities? (Verdad)
Do small caps still offer an attractive universe for equity investors? The latest research says "yes", but with caveats.
