Forward-Looking Research From January
Helping allocators decide what to do next in a changing world
The world is changing fast. With this change come numerous new opportunities and risks for allocators. The selection of papers collected below offers investors insight into some of the key developments that are creating tomorrow’s world today.
How To Bring Clarity To Sustainability Indices? (S&P Dow Jones Indices)
The past decade was marked by an increase in the wealth held in passive, index-based investment strategies. How does this trend fit with a more sustainable future?
The Death Of Active Management Has Been Greatly Exaggerated (PMR)
Do active managers still have a role to play in an investment landscape dominated by passive products and, increasingly, by AI?
UK Pensions Landscape 2024 (MFS)
For compliance reasons, this paper is only accessible in certain geographies
The UK pensions landscape is changing. Find out which key developments are shaping this crucial part of the UK financial system and economy.
Beijing Tests Our Patience (Matthews Asia)
For compliance reasons, this paper is only accessible in certain geographies
Chinese entrepreneurs are frustrated. Chinese investors are impatient. However, allocators need to be patient until Beijing acts in the right way for its economy.
Gen-AI: Artificial Intelligence And The Future of Work (IMF)
AI will forever transform how we work. These changes will have great consequences for economies and financial markets across the world.
The Emergence Of AI And Crypto Synergies (Grayscale)
This report explains where progress has been made across various important areas in the overlap of AI and crypto assets.
Is It Time To Talk With The Taliban? (Arab News)
Geopolitical developments in recent years have added substantial volatility risk to portfolios. This piece explores one such area of geopolitical conflict.
China: The World’s Sole Manufacturing Superpower (VoxEU)
China is now the world’s sole manufacturing giant. This is not a safe position to be in, given the growing tensions between the U.S. and China.
