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Financial Advice
6 key themes to watch in commodities markets
Commodities' 2024 story hinges on China's demand, India's rise, potential conflicts, the energy shift, extreme weather, and the path of inflation and the dollar.
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Investment Management
The US economy has defied recession. What now?
A “soft landing” is undoubtedly positive, but there are reasons to be cautious.
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Investment Management
What does higher for longer mean for private equity?
Private equity holds strong despite "3D Reset" causing inflation and interest rate hikes.
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Financial Advice
Can AI lead thematic investing back to glory?
Thematic investing could be poised for a standout year for cloud, cybersecurity, 5G and genomics.
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Financial Advice
Is Vietnam the next Asian tiger?
Tailwinds are gathering to support another major leap.
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Financial Advice
Building resilient multi-asset portfolios
Identifying companies with quality attributes can help build resilient multi-asset portfolios.
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Financial Advice
Unlock the potential of data to grow your business
The ability to maximise the potential of data when managing portfolios is one of the key factors that separates successful asset managers from those that fall by the wayside.
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Investment Management
Connecting people to water: A vision for a conservation movement
Aquatic alliances can work to support ocean sustainability.
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Pensions
Understanding the impact of ‘pot for life’ proposals
Proposals to introduce member choice and stapling in workplace pensions in the UK have the potential to profoundly change the market for savers, employers, and providers.
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Pensions
Strategies for Winning the Endgame
This paper from VLK aims to broaden the thinking around the pensions endgame, acknowledging that buyout is the Gold Standard, but simultaneously raising the question “is it the be-all and end-all?”
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Financial Advice
Strategies for achieving gender equity
Wall Street's diversity talk means actionable strategies for closing the gender leadership gap.
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Financial Advice
Can small-cap stocks catch up in Japan?
Corporate governance reforms in Japan have been led by the larger capitalised stocks, with smaller companies previously under "no pressure to do a better job".
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