Practical analysis for investment professionals

Future States


Investment Manager Selection Is Hotting Up. Are You Ready for the Tough Questions?  

Investment managers are being caught off guard by tougher questions from an increasingly sophisticated allocator market. Are you prepared for your next beauty parade?

Is Widespread Crypto Adoption Inevitable?

New technologies always face resistance, but demographic shifts imply there is a fierce tailwind behind crypto adoption, politically, economically, and financially.

Preserving the Dollar: The Role of CBDCs in Securing Economic Stability for Future Generations

As financial systems evolve, preserving the US dollar's dominance will require skillful policy management and the integration of cutting-edge technologies.

Vanguard’s Former OCIO Clients Must Stand Their Ground

Vanguard's OCIO clients should be wary of the higher-fee active funds and alternative investments that are now open to them.

Are Your Data Governance and Management Practices Keeping Pace with the AI Boom?

No matter how sophisticated and expensive a firm's AI tools are, it should not forget that the principle “garbage in, garbage out” (GIGO) applies to the entire investment management process.

Private Markets’ Governance: A New Era

Now that the SEC Private Fund Adviser rules have been struck down, it's incumbent on the industry to demonstrate how private ordering can work.

Book Review: A Wealth of Well-Being

Finance practitioners can benefit from Meir Statman's challenge to make finance an “afterthought” and spend more time thinking about life well-being.

Monetary Policy and Financial Conditions: Meaningful Relationship?

An analysis of the Fed's recent rounds of quantitative tightening (QT) and quantitative easing (QE) yields actionable insights about the relationship between monetary policy and financial conditions.

Rethinking Retirement Planning Amidst Aging Demographic Frontiers

Forward-thinking approaches to policy and wealth management are needed to ensure a better financial future across generations and income brackets.

Book Review: The New World Economy in 5 Trends

A diligent economist and an eclectic bookworm serve up an analysis of megatrends that will have the greatest impact on economies and investments: innovation, productivity, climate, multiglobalization, debt, and aging.



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