1. Research
  2. Products & Topics
  3. Special
  4. Thematic Research

AI in action: where is the smart money going?

May 25, 2023

AI in action: where is the smart money going?

Region:
International
Thematic Research
Analyst:
Cassidy Ainsworth-Grace, Marion Laboure
PDF 456k
Artificial intelligence is an overnight success that has been many years in the making. To properly anticipate what AI innovation is to come next, we went back to the source, looking at patents and venture capital deal activity that will translate into the everyday AI applications of the future. [more]

More documents contained in "Thematic Research"

155 Documents
    

M&A outlook 2024: The recovery begins

December 5, 2023
Region:
International
Analyst:
Galina Pozdnyakova, Luke Templeman
Thematic Research
1
It has been a brutal two years for dealmaking. Following the M&A boom of 2021, the value and volume of deals remains well below historical averages in the US and Europe. Yet, we see 2024 as a year of recovery for M&A activity, and there are three key themes we believe will catalyse it: 1. Eager buyers and valuation dislocations, 2. The need for large firms to supplement declining organic profit growth, 3. Greater certainty in the financing backdrop. [more]

World Outlook: The Race Against Time...

November 28, 2023
Region:
International
Topic:
Macroeconomics
Analyst:
David Folkerts-Landau, Jim Reid
Thematic Research
2
In our World Outlook for 2024, we outline how we’ve had a fairly consistent macro narrative over the past 2 3 years and we continue to see this as a classic policy led boom bust cycle that will culminate in a US recession. Ultimately, the impact of rapid rate hikes are yet to take effect in full, and QT is still continuing in the background. That will make early 2024 a challenging environment, and we expect a mild US recession in H1 2024. Meanwhile in the Euro Area, we think that a mild recession has already begun that will stretch into the start of 2024. [more]

PRI Conference: Top 8 takeaways

October 24, 2023
Region:
International
Topic:
Sustainability
Analyst:
Debbie Jones, Luke Templeman, Punyadip Cheema
Thematic Research
4
Konnichwa! We spent most of our first week of October at this year’s Principles for Responsible Investment (PRI) Conference held in Tokyo, Japan (Oct 4-6th). This event is one of the leading global sustainability conferences as it attracts influential asset owners, leading asset managers, regulators and industry professionals. Our Top 8 takeaways below are based on insights from conference panels we attended and discussions with attendees. [more]

The Future of Money

September 29, 2023
Region:
International
Analyst:
Cassidy Ainsworth-Grace, Marion Laboure
Thematic Research
6
The past decade has challenged our understanding of money as payment alternatives and new forms of currency entered our everyday lives. Digital assets such as Bitcoin have captured the spotlight, but we believe it will be central bank digital currencies (CBDCs) that will prevail. And yet, even as the transition to digital payments continues, cash does not face extinction. [more]

The History (and Future) of Recessions

September 20, 2023
Region:
International
Analyst:
Galina Pozdnyakova, Henry Allen, Jim Reid
Thematic Research
8
The word “recession” has been one of the most widely used in markets over the last 12 months. In their annual Long-Term Asset Return Study, Jim Reid, Henry Allen and Galina Pozdnyakova focus on understanding what history tells us about the frequency, depth and duration of recessions, along with what causes them using cycle data stretching back to 1700. The team also takes a look at their impact on asset prices, and the likely shape of them going forward. [more]

Assets that haven't moved yet

September 12, 2023
Region:
International
Analyst:
Galina Pozdnyakova, Luke Templeman, Olga Cotaga
Thematic Research
9
Intriguing Market Insights from Luke Templeman, Olga Cotaga and Galina Pozdnyakova. Despite being closer to a Fed pause, many rate-sensitive assets are yet to recover. Investors are cautious, perhaps due to last year's rapid drops. But if history is any indicator, any post-pause rally could be swift.
In years like 2023, the latter part of the year tends to be good for equities. Hedge funds, trailing the S&P 500, may make moves to catch up.
In Europe, interdependencies with China are worth noting. Despite recent challenges, we remain optimistic about Chinese markets, with potential catalysts like improved corporate earnings and stimulus on the horizon.
A key concern remains with the lag effects of rate rises impacting the high-yield debt market. [more]

Is disinflation different this time around?

July 26, 2023
Region:
International
Analyst:
Matthew Luzzetti, Peter Hooper
Thematic Research
10
Over the past year, the view that a recession would be needed to enable the Fed to achieve its firm target of returning inflation to 2% has gone from long shot to consensus view to, essentially, a coin toss. In their recent US Economic Perspectives report, Deutsche Bank Research attempts to answer the question: Recession or soft landing: Is disinflation different this time? [more]

Can AI replace humans in thematic investing?

June 22, 2023
Region:
International
Analyst:
Ganchi Zhang
Thematic Research
12
Artificial intelligence (AI) is rapidly changing the way investments are made, including thematic investing. In a new report by the quantitative research team, they provide a comprehensive framework for using AI in active thematic investing. AI can not only identify the ever-changing market drivers but also help make informed investment decisions with diverse exposure. [more]
12345678910
36.15.0