Introduction
The hunt for yield continues across the buy side. This year, the escalating trade spat between the U.S. and China is introducing a new layer of obscurity into decision-making for the year ahead.
Along with mounting uncertainty, market players are facing an ever-accelerating and complex data ecosystem — which they must invest in even as 2018’s widespread regulatory reforms continue to put an unprecedented strain on resources.
In this report, we look at discussions on the trade war and market volatility on the buy side, and explore reasons behind the rise of positive investor sentiment for China. Plus, we cover the technologies helping buy-side firms cut through the combined clutter of a data glut and restrictive legacy processes to extract alpha from news and optimize research.
Also examined are key developments to keep an eye on in the year ahead, including illusive stability in Asia’s emerging markets where the search is on for a new breed of long-term asset — and the Chinese family offices setting their investment sights on the very industrial phenomenon that spawned them: the nation’s burgeoning tech sector.
