Curves and paradoxes

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In this report, managers from Newton, Mellon and Siguler Guff 1 explore theories in economics, philosophy and technology and how they relate to the world of investing. With a range of different topics and opinions discussed, their viewpoints open a window onto the potential market and investment implications for the near future.

  • Part I: Siguler Guff’s Kevin Kester on the J Curve and the value of creative destruction
  • Part II: Mellon’s Jim Lydotes on the Duck Curve and the challenge of storage in renewables
  • Part III: Newton’s Raj Shant on the Laffer Curve and whether we’ve reached peak passive
  • Part IV: Chief economist Shamik Dhar on Moravec’s Paradox and why robots can’t jump
  • Part V: Newton’s Rob Marshall-Lee on the Elephant Curve and what it tells us about income inequality
  • Part VI: Newton’s Zoe Kan on the Theseus Paradox and why consistency matters in portfolio management
Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA, BNY MFML or the BNY Mellon funds.


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