Insights you might have missed last week

The AI boom ends badly, quantum computing, and China

Below, you'll find a selection of the highest quality insight from top asset managers and institutions from around the world that you might have missed this week.

The Skeptical Value Investor (Robeco)

Growth stocks have outpaced value stocks over the past decade, with growth’s lead particularly clear in the U.S. market.

The Impact of Artificial Intelligence on Markets (Marquette Associates)

Nearly 80% of companies around the world now use some form of AI technology as part of daily operations, with 240 S&P 500 Index constituents citing AI on 4Q24 earnings calls according to FactSet.

Simple Maths Says the AI Investment Boom Ends Badly (Firstlinks)

Simply put, at the current trajectory, we’re going to hit a wall, and soon. There just isn’t enough revenue and there never can be enough revenue.

The Art of Quantum Computing for Finance (University of Québec)

This review article discusses the application of quantum computing to financial problems while presenting current approaches and their future prospects.

The Chinese Economy: Stimulus without Rebalancing (Bruegel)

China remains hesitant about rebalancing its growth model towards greater consumption.

Great Expectations - Raising the Bar (Orbis Investments)

Markets are a race between fundamentals and expectations. When fundamentals get ahead, expectations have to catch up and prices follow. But when expectations get ahead, it's a different story.

Building a High-Velocity Back Office (State Street)

The back office plays a crucial role in enabling firms to scale and adapt to new challenges. As leading consultants explain, optimizing back-office operations can help firms reduce costs and improve margins.

Red Thread: Europe Edition - Mid-Year Report 2025 (UBS AM)

“Who do I call if I want to speak to Europe?” - Henry Kissinger. While Europe has clearly made strides since this provocative jibe, many of the underlying challenges remain.

Projecting High Potential Apartment Submarkets (Invesco)

Invesco has developed a framework to identify which U.S. markets/submarkets they believe will be best positioned to drive outsized rent growth the soonest.