Janus Henderson Investors CEO Ali Dibadj, has authored Shifting demographics: How post-pandemic working patterns are changing. Among other points, the paper argues that the balance of power has shifted away from employees. Read the report here.
Invesco’s investment outlook for 2024 — Balancing growth and inflation, authored by chief global market strategist Kristina Hooper — is available to read here.
Guggenheim Investments’ macroeconomic and investment research group identifies 11 macroeconomic trends it believes are likely to shape monetary policy and investment performance this year. Listen to the podcast, titled 11 Macroeconomic Themes for 2024, here.
All things AI with Sam Altman, an interview between Bill Gates and OpenAI CEO Sam Altman on Gates’ Unconfuse Me podcast. During the conversation Altman covers why today’s AI models are the “stupidest” they will ever be, how societies adapt to technological change, and even where humanity will find purpose once we’ve perfected artificial intelligence. Listen to their conversation here.
Smarsh, an organization that provides companies with the technologies to capture, store and monitor their communications in a way that ensures digital communications compliance, has written a report on the subject titled An Unprecedented Era of Enforcement. It discusses how financial services firms are responding to changes in digital communications compliance. Read it here.
CenterSquare has issued its 2024 global REIT outlook titled Around the World in Ten Trends. The firm’s conclusions are available here.
S&P Global has issued its latest U.S. office market report, Higher rates, lower valuations spur fierce headwinds. The organization’s full report can be downloaded here.
A recent JLL report, Why landlords are repurposing real estate. A historical shift in how we work and live is driving new opportunities, says: “While our cities are constantly evolving, the pandemic has undoubtedly delivered a historical shift in the way we view and use offices. Whether this is a phase or a permanent deviation, it is an opportunity for landlords to reshape their portfolios and our cities to more adequately respond to what people want.” Read its full contents here.
Looking for an assist in rebalancing client portfolios? Mariner Wealth Advisors has a podcast on the subject accessible here.
Marcus & Millichap’s 2024 U.S. Office Investment Forecast says the office sector is contending with major adjustments as companies rebalance the need for physical space against greater hybrid and remote work sparked by the pandemic. Office performance, however, spans a wide spectrum that varies by metro and asset. The firm has more to say here.
LaSalle has released US migration trends and (U)rbanization, which discusses the impact of migration on U.S. real estate. Read it here.
ARK Investment Management has issued its annual Big Ideas report for 2024. It expounds on topics ranging from AI, smart contracts and digital wallets to robotics, reusable rockets and 3D printing. Read it here.
Morgan Stanley Investment Banking says mergers and acquisitions are due for a comeback in 2024 after a slowdown in 2023. The firm makes its case in a report titled 2024 M&A Outlook: Ready for a Rebound, available here.
Newmark reports that in early 2024, geopolitical issues are supplanting economic efficiency as a primary driver for movement of goods in global supply chains. Disruption at two critical arteries of trade has short- and long-term implications for the North American industrial market and global supply chains. Newmark explains in its report Global Supply Chain Challenges in Early 2024, available here.
PGIM says an environment of potentially higher interest rates and inflation, growth in private markets, and idiosyncratic risks that are giving new meaning to resiliency, all have broad implications for financial markets and asset allocation strategies. The organization’s Rethinking Resiliency and Risk report can be downloaded here.
Pramol Dhawan, head of emerging markets at PIMCO, speaks about the evolving dynamics of emerging markets in his report Beyond Borders: Empowering Clients by Uncovering Opportunities. Watch his video here.