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By: Björn Jesch
Artificial intelligence is likely to prove one of the most consequential developments to emerge during our professional lives as asset managers.
How (not) to identify the long-term beneficiaries of artificial intelligence (AI) and other types of disruptive technologies.
Largely unnoticed by many investors, innovative clusters are emerging, beyond Europe’s old industrial belts
By: Björn Jesch, Martin Moryson
The Long-Term Inflation Prospects
For now, there are good reasons for the Bank of Japan to remain fairly relaxed about any potential wage-price spiral.
German manufacturing is not doing as badly as it may seem
The recent gyrations of Indian small caps should not detract from the country’s equities longer term appeal.
India’s structural strengths – demography and democracy – are well known. Business-friendly politics, a thriving service sector and geopolitics add to the positive picture.
India's demographic advantages are well known. The government's capex offensive, expanding exports and the bond market’s opening are now also generating momentum for stock markets.
Lower inflation gives Europe’s monetary authorities room to cut
Monetary aggregates can help increase accuracy in inflation forecasts. It is nice to see such ideas finally catching on again, but don’t get carried away either.
Election outcome expected to reflect broader trends and changes
With its decision to cut rates by 50 basis points, the Fed gives the labor market priority over inflation
As prices adjust, many areas of the global real estate market are looking increasingly attractive
In a challenging operating environment, selection and thorough bottom-up research remain crucial
