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December's Most Thought-Provoking Insights

  • ,  Senior Investment Writer |
  • 05 Jan 2024

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Some of the best pieces from the last month of 2023

Here is a selection of some of the most engaging and thought-provoking pieces we read during December. Investors will find perspectives from the likes of BlackRock, OECD, and BloombergNEF on a wide range of subjects, including the transition to net-zero, the structure of stock exchanges, and the European technology landscape.

Politics, Debt and Recession – What Could Possibly Go Wrong? (MetLife IM)

This paper covers five major risks that investors need to account for if they want to successfully navigate the macro environment in 2024.

The Continued Evolution and Growth of Mid-Sized GP Stake Investing (Investcorp)

Similar to how private equity buyout investing matured historically, GP stake investing now has an established presence in the large-cap, mid-sized and small-cap segments.

Global Insurance Market Trends 2023 (OECD)

The Global Insurance Market Trends series monitors the overall performance and health of the insurance industry annually.

Climate Resilience: An Emerging Investment Theme (BlackRock)

For compliance reasons, this paper is only accessible in the United States and Canada

The effects of climate change are materializing now: multiple records have been broken in recent years, with average sea and surface temperatures hitting repeated new highs.

Learning To Love Or Live With A Late-cycle Environment (Wellington Management)

Investors are finding themselves in a late-cycle world. How can they navigate this environment in order to generate their target returns?

A Blueprint for a Better Stock Exchange (Chicago Booth)

Designing and implementing a new-and-improved market is a complex challenge, reflective of the transformation that asset markets have undergone over time.

State of European Tech 2023 (Atomico)

AI is not the only sector where Europe has continued to perform, as the region continues to show dedication to solving humanity’s toughest challenges.

Tripling Global Renewables by 2030: Hard, Fast and Achievable (BloombergNEF)

Tripling renewable energy capacity by 2030, to about 11 terawatts, is an important component of putting the world on track to reach net-zero emissions by 2050.

Generative AI and Evolving Role of Marketing (Capgemini Research Institute)

This report provides an in-depth exploration of the transformative potential of generative AI within the marketing landscape across all sectors.