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A strategic allocator's guide to productivity and profits

Could a new regime with shifting trends and sometimes unexpected motives influence productivity and fundamentally reshape the investment-decision process?

By: Dirk Hofschire Irina Tytell

Updated: 4/26/2023

Key Takeaways

The investment landscape has transitioned into a new regime where we expect the next 20 years will be unlike anything we have seen in recent history. 
We believe this structural change will directly impact investment portfolios; identification of certain key trends will impact asset pricing and influence outcomes. 
In this new world, the backdrop for global asset performance is likely to reattach to core fundamentals, such as productivity gains. Understanding the drivers of productivity—and their links to profits and asset-class returns—could hold the key to successful strategic asset allocation.

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A Strategic Allocator's Guide to Productivity and Profits

Could a new regime with shifting trends and sometimes unexpected motives influence productivity and fundamentally reshape the investment-decision process?

A strategic allocator’s guide to productivity and profits executive summary

Could a new regime with shifting trends and sometimes unexpected motives influence productivity and fundamentally reshape the investment-decision process?

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