Mission LiFE’s Post

Preqin data shows the US accounted for 83% of VC funding in G7 economies over the past decade; OECD data shows AI VC funding in China is second only to the US (Financial Times) 

Preqin data shows the US accounted for 83% of VC funding in G7 economies over the past decade; OECD data shows AI VC funding in China is second only to the US (Financial Times) 

Preqin data shows the US accounted for 83% of VC funding in G7 economies over the past decade; OECD data shows AI VC funding in China is second only to the US (Financial Times) 

This week on the Altiplano, Laurent Berrebi continued analysing global macroeconomic trends in his usual Weekly Balloon Pickings, highlighting China’s economic slowdown and its global implications.   Sophie Biro continues her analysis of the seaweed market, its strong growth potential, and investment opportunities within a sustainable development framework.   Maxence le Gouvello du Timat published two notes on US banks following the releases for the second quarter of 2024. One of the notes focuses on our investment case for each of the eight banks we cover, as well as a detailed analysis of key data for the sector. The second is our selection of a representative sample of qualitative management comments.   Patrick Artus granted us his 24th Q&A session, addressing economic and political changes, particularly focusing on the French economy in a broader context but also on the ECB, US elections, and the technology sector.   David Owen & Marchel Alexandrovich discussed the economic and monetary challenges the United Kingdom is facing, with a focus on government policies and those of the Bank of England.   Ian Whittaker shared his views on Vivendi's strategy and its decision to split the group into several blocks. He discussed the forms and strategies of the different divisions.   Richard Windsor shared several insights on major technology ecosystems. He notably discussed investment opportunities post-spin-off at Nebius, the risks of overvaluation/bubble in AI, his views on recent Alphabet results, Nvidia's strategies to strengthen its position in the AI ecosystem, and Meta’s role in AI through Llama 3.1. #artificialintelligence #investmentresearch #macroresearch #energytransition

The BEAT - Outlook for 2025 The investment environment to start the new year is quite interesting. Equity and fixed income markets appear to be fully valued and the Republican sweep in the US could have global ramifications. China continues to struggle to find its footing, while AI might provide significant investment opportunities in alternative investing. The Portfolio Solutions Group looks at five key areas going into 2025. 🔹 How To Invest in a Fully-Valued Market 🔹 The Bull Market Matures on Optimism 🔹 In Fixed Income, Securitized Credit Might Be the Sweet Spot 🔹 Stimulus Fatigue: China Can't Band-Aid Its Way to Recovery 🔹 The Potential Impact of Generative AI on Private Markets

Driving intelligent economies forward: Key insights from the 2024 Annual Meeting of the Global Future Councils https://lnkd.in/dN4mUdS6

In their latest Global Equity Observer, our International Equity team discusses how the market seems to be dominated by the twin beliefs in the invulnerability of the U.S. economy and the massive impact of GenAI. But what if the prevailing orthodoxy is wrong or starts to unravel? Read now: https://mgstn.ly/3y8DsaF

In this second part of a three-part series, Matthew Rees, Head of Global Bond Strategies, joins Benjamin Bennett, Head of Investment Strategy Asia, to discuss the big themes set to disrupt markets in the coming years. Several factors point to structurally higher inflation and bond yields, but this could be offset by productivity-enhancing AI and China’s economic transition. Companies will need to adapt in order to thrive, and many will fall by the wayside. Avoiding the losers is just as important as picking the winners for bond investors. Read the full article: https://hubs.la/Q02Z8dQS0

Prevailing market beliefs significantly shape investment decisions. In Morgan Stanley Investment Management's latest Global Equity Observer, the team discusses how beliefs in the U.S. economy's invulnerability and the impact of GenAI dominate the market. However, if these beliefs start to unravel, it could lead to significant shifts in investment strategies.

A very interesting thread from @eurasiagroup.net looking into 2025 and beyond. Moral of the story as I see it… For anyone involved in the global consumer economy, it’s going to be a wild and unpredictable ride. The next 5-10 years will be less about chasing growth and more about mitigating a level of risk not seen since the 1930’s.