The future of APAC, EVs, African real estate, and more
Our four-part series continues with a look at some of the most standout content of 2024.
From H1 2024
2024 Digital Assets Study: Regional Analysis (State Street)
Findings from this year’s Digital Assets Study of 300 investment institutions reveals their state of preparedness for digital transformation.
The Current State of AI in Asset Management (Robeco)
Researchers have relied on fundamental principles and mathematical derivations throughout history to make predictions and decisions. However, things have recently changed.
Building Asia-Pacific’s Future: Investing in Infrastructure (PGIM)
Local shortages of goods and raw materials during the pandemic encouraged businesses and policymakers alike to rethink supply chains.
Europe’s Constructive Approach to the Influx of Chinese EVs (PIIE)
For its part, the European Union seeks to remain open to Chinese investments in the EV sector. However, there are challenges.
Five Financial Eras (Global Financial Data)
This paper presents an analysis of financial history over the past eight centuries by breaking the past up into five historical eras and twenty historical periods.
From H2 2024
Building Resilient SWFs | Future Fund’s Raphael Arndt (FCLT)
Raphael Arndt, Chief Executive Officer of the Future Fund, Australia’s sovereign wealth fund managing A$285 billion, offers his takes on markets and economies.
How Does Climate Risk Affect Global Equity Valuations? (EDHEC)
The authors of this paper study multiple emissions abatement trajectories and produce striking results. A must read for any allocator.
Portable Alpha: A Great Solution For Improving Return Outcomes (AQR)
The concept of portable alpha isn’t new. Many institutions have been users of portable alpha for years.
Trend Compendium 2050: Environment & Resources 2024 Edition (Roland Berger)
Accelerating the mitigation of global climate change effects is a must for all economies and financial markets.
The Africa Report 2024/25: Guide to Africa’s Real Estate Markets (Knight Frank)
Africa’s industrial markets have shown remarkable resilience, bolstered by government initiatives in countries, including Kenya and Zimbabwe.