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📢 Our annual Thematics Barometer measures global investor sentiment towards thematic investing. This year, we see broad alignment across investor types on a strong preference for artificial intelligence and healthcare innovation. However, the similarities largely end there. When it comes to asset allocation, institutional investors appear to prefer private markets, while intermediaries favour equities. Access more insights on investing in megatrends in our 2024 Thematics Barometer: https://lnkd.in/eyKzf7VF

📢 Our annual Thematics Barometer measures global investor sentiment towards thematic investing. This year, we see broad alignment across investor types on a strong preference for artificial intelligence and healthcare innovation. However, the similarities largely end there. When it comes to asset allocation, institutional investors appear to prefer private markets, while intermediaries favour equities. Access more insights on investing in megatrends in our 2024 Thematics Barometer: https://lnkd.in/eMTRAiRv

📢 OUT NOW! Our annual Thematics Barometer measures global investor sentiment towards thematic investing. This year, we see broad alignment across investor types on a strong preference for artificial intelligence and healthcare innovation. However, the similarities largely end there. When it comes to asset allocation, institutional investors appear to prefer private markets, while intermediaries favour equities. Access more insights on investing in megatrends in our 2024 Thematics Barometer: https://lnkd.in/e2PzMj3h

𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝟮.𝟬 - 𝗜𝗻𝗰𝗿𝗲𝗮𝘀𝗲𝗱 𝗙𝗼𝗰𝘂𝘀 How can new tools and technologies help researchers focus on the big questions? That was one of the insights from our webinar on the future of investment intelligence. In this highlight, webinar participant David Lenchus, Managing Director and Head of Institutional Equities Research at HC Wainwright, discusses the way researchers can spend less time collecting data and rather spend more time focussing on their thesis. You can see the full webinar here: https://lnkd.in/eV7BuNDB

BREAKING: Alternatives are up ⬆️ but the challenges are getting investors down - new study finds. Investors plan to increase alternative investments, despite operational burdens and regulatory complexity. Our latest study reveals new trends, opportunities and challenges for institutional investors in alternative assets. Download today to hear the views of over 230 executives. 

Megatrend investing is a long-term strategy that seeks to capitalise on large trends that can influence markets. In this #ASXInvestorUpdate article, Elisa Di Marco and Alan Pullen, Magellan Financial Group, discuss three global structural changes shaping markets today and in the future. Read now https://lnkd.in/geJAK33j #LongTermInvesting #Megatrends #InvestmentOpportunities

Q2 is already here, which means it’s time for another Investment Research Update! ⏰   Join Denise Chisholm and Michael Hagopian as they explore Fidelity’s data-driven views of the markets, equity sectors, and other current trends investors want to know about.   Grab your virtual seats for the #InvestmentResearchUpdate webinar here: https://lnkd.in/eRDV4jeV

A new survey of Kepler Trust Intelligence's audience captures investor responses to the latest investment trust cost disclosure reforms, highlighting the ongoing confusion over the lack of a clear industry framework for disclosing fees. Read more here: https://lnkd.in/d4qRcykn Capital at risk.

In our latest Investment Research note, the TwinFocus Global Research Team shares its views on Modern Monetary Theory (MMT) and the potential pitfalls for investors who believe it is the driving force behind economic markets today. Read the full note here and below: https://lnkd.in/g5ppudYC

FOR INSTITUTIONAL INVESTOR USE ONLY Market Perspectives Second Quarter 2024 Have equity markets come too far, too fast? Click here https://lnkd.in/eQJYtumY for our latest perspectives on this and other timely investment themes.