Private markets performance, U.S. savings, AI, and more!
Below, you’ll find more content that stood out to us during 2024. Some focus on more fashionable topics, such as AI, while others concentrate on more niche—though still relevant—areas, including regenerative agriculture and sovereign bond markets.
From H1 2024
Hedge Funds Use of Artificial Intelligence in Trading (U.S. Government)
This report finds that hedge funds’ use of AI and ML technologies to assist in trading decisions, which has been a practice by some for years, raises several concerns.
Financing for Regenerative Agriculture (Rockefeller Foundation)
While the growing global momentum around food systems and regenerative agriculture investing is encouraging, there is still much work to do.
Collective Giving in the U.S. (Dorothy A. Johnson Center for Philanthropy)
Collective giving involves individuals pooling their resources, knowledge, and networks together to support a cause collectively chosen by the group.
How Many News Websites Block AI Crawlers? (Reuters Institute)
Web crawlers (sometimes referred to as “spiders” or “bots”) automatically browse the web, systematically collecting data as they go.
Outages in Sovereign Bond Markets (ECB)
The risk-free yield curve builds the foundation of all asset pricing, and the literature has made considerable progress toward understanding why bond yields change.
From H2 2024
2023 Private Markets Review (S&P Dow Jones Indices)
Return measures at different points of the performance curve become critical for determining whether a fund manager is outperforming.
US Equity Market Betas: Why They Matter and How They Are Changing (FTSE Russell)
For compliance reasons, this paper is only accessible in certain geographies
It is difficult to determine whether changes in industry and sector betas are temporary or permanent. However, investors cannot ignore these dynamics.
Four Ways Tech Themes Interact with 2024’s Elections (Man Group)
AI could change the future of work, and its advent presents tough policy choices for politicians.
Navigating Tomorrow’s Game-Changing Trends (Robeco)
The steady growth of robotics could accelerate as their functionality and business case improve.
Lessons Learned from 100 Years of Investing (MFS)
For compliance reasons, this paper is only accessible in certain geographies
Investors are bombarded with information. Most of it is noise, often a distraction, but rarely significant in the long run.
Special Report
How Job Switchers Are Losing Retirement Savings Momentum (Vanguard)
For compliance reasons, this paper is only accessible in certain geographies
The typical worker may have nine jobs throughout their career, staying for about five years in each position. When switching to a new job, employees typically see 10% more in pay, but their savings rate falls by 0.7%.