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Investment Industry Update: Recent trends and themes

When Worlds Collide

An asset management industry undergoing transformational change needs to continually adapt to new challenges. These can affect how firms approach the actual business of asset management as well as the underlying investment themes and trends apparent in the assets the industry manages on behalf of investors.

Several papers look at how the investment industry deals with changing priorities and challenges and how they can be successfully integrated into work practices. Other papers highlight some strategic investment themes and trends, several of which intersect with the operational processes, procedures and decision-making inherent in asset management.

two worlds collide

 

Future of Work in Investment Management (CFA Institute, 2021)

CFA Institute investigates the ways in which organisations and individuals are changing to meet the challenges of an industry undergoing transformation.

Transformational Investment Practices of Advanced Investors (WEF, 2021)

This World Economic Forum paper illustrates how asset owners and managers are integrating key systemic trends into investment processes and risk assessment methodology.

M&A Trends among Asset Manager and Wealth Management Firms (White & Case, 2021)

White & Case highlight the scale of M&A activity within the asset management industry.

Pension Systems in the Developing World (Pensions Institute, 2021)

The Pensions Institute presents a comprehensive picture of pension systems in the developing world, noting shortcomings in the private sector and how they might be tackled, while highlighting fundamental changes to public pension systems.

Emerging Trends in Infrastructure (KPMG, 2021)

KPMG offers insights into the changing world of infrastructure investment, key trends that are occurring and the challenges and opportunities they are creating for investors.

Private Equity in Africa: Trends and opportunities in 2021 (White & Case)

This White & Case industry study outlines the key trends underway in venture capital and private equity investing in Africa.

How Diversification Benefits Thematic Investing (WisdomTree Investments, 2021)

For compliance reasons, this paper is only accessible in the UK & Europe

WisdomTree Investments highlights the diversification benefits of thematic strategies, and how a portfolio approach using several themes can control downside risk, while affording the opportunity of long-term growth.

Key Themes for the New Normal Economy (Global X ETFs, May 2021)

For compliance reasons, this paper is only accessible in the United Kingdom

In this paper from Global X ETFs, they examine some of the longer-term impacts of the Covid-19 pandemic and seek to identify the key opportunities that have appeared across several of the popular thematic investing sectors.

Video: Value vs growth in trend investing (Robeco, 2021)

In this video from Robeco, investment professionals Jack Neele and value investor Arnout van Rijn debate whether value investors can have a trend tilt too, as trend investing tends to have a growth bias.

Water: Priced for imperfection (Wellington Management, 2021)

In one of their ‘Future Themes’ papers, Wellington Management picks on one of their key trends of tomorrow, that of water scarcity and ownership rights becoming a dominant theme in the years to come.

Stablecoin Ecosystem Primer (FTSE Russell, 2021)

FTSE Russell offers this primer into the fast-emerging theme of digital asset ownership, blockchain, and distributed ledger technologies (DLT).

    
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