As of the end of the year, a few more November fund updates have become available (our continuously updated post containing all funds is here) plus new end of the year research:
- 🔬🌐 GS SUSTAIN: AI/data centers’ global power surge: The push for the ‘Green’ data center and investment implications (Goldman Sachs) – Goldman Sachs Research continues to see global data center power demand growing 165% by 2030 vs. 2023 levels, as well as Big Tech taking an all-in approach to sourcing power and pursuing low-carbon solutions. While GS Research continues to assume renewables meets only 40% of data center power demand growth through 2030, they see potential for a significant rise in nuclear share in the 2030s.
- 🔬🌐 Polen Reads: Our 2024 Firmwide Book Selections (Polen Capital) – Four books our firm read together this year to foster learning and new ideas.
- State Street has these podcasts with transcripts:
- 🎙️🌐 The best reads of 2024 (24:18 Minutes) – At the end of each year, we publish recommendations of the best things we’ve read, listened to or watched over the course of the year.https://open.spotify.com/embed/episode/3sAxMdgRtUbxBTD3MpUbIR
- 🎙️🌐 Trading the outlook for 2025 (32:27 Minutes) – We recap the year just ending, with a discussion on macro market impacts and a preview of what’s to come in 2025.https://open.spotify.com/embed/episode/6SQpf4zh9ziNAQfUUsDicE
- 🎙️🌐 15 ideas for 2025: The year ahead podcast (35:27 Minutes) – In keeping with our annual tradition, we present the team’s forecast of the best market opportunities for the year ahead.https://open.spotify.com/embed/episode/6SQpf4zh9ziNAQfUUsDicE
New Asia Fund Documents & Research
- 📈🌏 abrdn Asia-Pacific Income Fund, Inc. (NYSEAMERICAN: FAX)’slatest quarterly commentary (market review and outlook) is dated from the quarter ended October 31, 2024. It covers bonds, currencies, credit, and gives an outlook.
To read more, please visit this article on Substack
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