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The Book for 2024: A Preliminary Language for a Post-Global World
This book sets out what we see as the key issues facing asset owners in the macro environment, and shares the outlook for capital markets, strategic allocation and the future of the investment industry.
How Nature Poses Investment Risks and Opportunities
Biodiversity is gaining prominence in fundamental investment analysis across asset classes, based on a deeper understanding of its importance as a potentially material issue for investors.
This note considers the macro impact of artificial intelligence (AI), which raises profound questions about how knowledge in obtained, what we meant by “truth” and what counts as an “explanation”.