Research
&
Insights

Fear of uncertain outcomes from the spread of the COVID-19 virus drove intense selling pressure across financial assets which led many markets to their worst monthly losses since 2008.

Extending the window out ten years, our predictions for 2030 are listed below and based broadly on the intersection between existential pressures and technology.

Our predictions for 2019 weren’t perfect, but we did get some things right. For considerations outside of the investment process, here are our predictions for 2020.

Not all data points are unpredictable but many outdated strategies rely on those that are, and this creates meaningful risks for investors.

Not all data points are unpredictable but many outdated strategies rely on those that are, and this creates meaningful risks for investors.

After a decade of central bank policies pumping liquidity into markets, many investors have come to under appreciate liquidity risks.