Transformative Growth and Innovative Value Creation
What are the megatrends that will most significantly affect the creation of value in the years ahead? Furthermore, which industries or geographies may be on the cusp of experiencing growth that is propelled by these forces?
In the papers included below, top consultants and asset managers examine themes such as technological advances in the services sector, digital innovations in China and India, and macroeconomic conditions that may weigh heavily on corporate profits.
The next revolution in the services sector is being propelled by advances in artificial intelligence, cloud computing, machine learning, and other innovative technologies. PGIM examines these forces and their implications for investors.
The coming decade may not paint as rosy a picture as the previous one for corporate profits, given the influences of lower growth, high levels of corporate debt, and high input costs.
BNP Paribas Asset Management describes a framework for thematic investing that incorporates robust portfolio optimisation.
Do intangible assets explain a significant amount of global equity returns? This study from Dimensional Fund Advisors delves into the differences in expected returns as well as intangible measurement.
For compliance reasons, this paper is only accessible in the EMEA region
The authors highlight several reasons why we may be witnessing the death of mean reversion investing, and growth may continue to outperform value.
India's economy is growing rapidly, supported by a large population of consumers that are digitally savvy. Their robust startup ecosystem has now led to the creation of over 60 unicorns.
For compliance reasons, this paper is only accessible in the UK & Europe
Candriam explores the growth in two popular investment approaches, that of ESG and thematic investing.
McKinsey & Company identifies six megatrends that are underlying China's digital innovation, including supply chain digitization, the mobility revolution, and the virtualization of services.
BCG examines deep tech in Europe, including AR/VR, AI, biotech, and blockchain, also looking into how corporations can invest in European deep tech opportunities.
Roland Berger looks at megatrends within healthcare, pharmaceuticals, and biotech, discussing the convergence of physical and digital innovation.
Bain & Company’s 92-page report discusses cloud technology, semiconductors, AI, and the great decoupling between the U.S. and China.
Kraken Intelligence outlines the purpose of non-fungible tokens (NFTs), current developments in this space, how NFTs operate.