What You Need to Know

Strategic investing depends not only on a market-focused narrative, but also on understanding the world that shapes the investment landscape. With that in mind, this note reviews eight recent books, by way of suggested reading for the summer. These works explore some of the defining themes of our time—from the changing nature of the global economy and supply chains to artificial intelligence, demographics and the resilience of modern societies.

These are explicitly not investment books, and we appreciate that this might not sound like a cheery basis for beach-reading, but perhaps might appeal for those who are looking for work-adjacent material to consume while travelling this summer.. 

Additional Contributors: Alla Harmsworth, Robertas Stancikas and Maureen Hughes

Before people head off for summer breaks, we suggest some reading that might be of interest, at least for those who want to delve into work-adjacent material. In lists such as these, we want to offer a mix of books that are new this year, but also others from recent years that we think are relevant. Hopefully the selection is broad enough, but also we are curating the selection specifically to be recent works that in some, albeit indirect way, shape a strategic narrative for the world.

The themes that run through this selection are the return of the importance of the physical economy through demand for raw materials and energy. Then there is the demographic change that is taking place and promises to make the coming decades very different from the post-WWII years. AI, of course, is omnipresent as a topic. Then there are questions of inequality and societal resilience which appear to be more urgent than in recent decades. 

To view the full article please download the pdf via the link below.


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