Research
A strategic allocator's guide to productivity and profits - Conversation starter
Could a new regime influence productivity and fundamentally reshape the investment decision process?
Why this Research?
- As the second installment in our foundational research series, Productivity and Profits seeks to expand on key themes set forth in Unsustainable Global Debt (2020).
- The investment landscape has transitioned into a new regime where we expect the next 20 years will be unlike anything we’ve seen in recent history.
- We believe this structural change will directly impact investment portfolios; identification of certain key trends will impact asset pricing and influence outcomes.
- In this new world, the backdrop for global asset performance is likely to reattach to core fundamentals, such as productivity gains.
- Understanding the drivers of productivity—and their links to profits and asset-class returns—could hold the key to successful strategic asset allocation.
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Conversation starter: a strategic allocator's guide to productivity and profits
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SPOTLIGHT
A strategic allocator’s guide to productivity and profits
Could a new regime with shifting trends and sometimes unexpected motives influence productivity and fundamentally reshape the investment-decision process?
RESEARCH
A Strategic Allocator's Guide to Productivity and Profits Executive Summary
Could a new regime with shifting trends-and sometimes unexpected motives-influence productivity and fundamentally reshape the investment-decision process?
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