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This is not an outlook in the traditional sense of what we expect to transpire in 2024. Instead, we address the key portfolio allocation questions we think will need to be discussed this year, even if their effects may not play out for years.
How Nature Poses Investment Risks and Opportunities
Biodiversity is gaining prominence in fundamental investment analysis across asset classes, based on a deeper understanding of its importance as a potentially material issue for investors.
This note considers the macro impact of artificial intelligence (AI), which raises profound questions about how knowledge in obtained, what we meant by “truth” and what counts as an “explanation”.