During Q4 2018, we surveyed 490 institutional investors globally to explore their sentiments about the market environment, expected shifts in risk management and investing strategies, and attitudes towards their asset managers.
Demographic shifts, technological revolution, and the aftermath of a decade of unconventional monetary policy are reshaping finance today.
CFOs must determine which new digital tools will improve their organization’s competitiveness—and which are mostly hype. Investors must evaluate emerging asset classes and portfolio strategies. Risk is taking novel forms, including cyber-attacks and climate events, which challenge traditional approaches to risk management and oversight.
The Thought Leadership team's finance editors focus on trends in financial services, corporate governance, and investing to help decision-makers anticipate the next disruption and enhance their organization’s performance.
Examples of our work in the finance sector include:
Oxford Economics surveyed 90 technology executives in the financial services sector, including meaningful samples from the retail banking, insurance, and capital markets subsectors. The study found 68% of respondents expect that in five years, customers will do most of their saving, investing, and borrowing through non-finance platform companies.
For most financial organizations, sustained profitability is a challenge in today’s lower-interest-rate environment. Competition from new market entrants generates a new layer of disruption, while customer experience and engagement are not keeping pace with much greater expectations of the rapidly evolving digital world.
As people grow ever more attached to their smartphones and tablets, electronic payment systems are bringing speed and safety to transactions while also cutting costs for merchants. Yet misconceptions about the technology have slowed its uptake. To explore attitudes toward mobile payments, Oxford Economics and Charney Research surveyed 2,000 consumers and 300 executives gloablly.
As human lifespans lengthen, financing their longevity is a problem preoccupying leaders at the highest levels of government and industry in every major economy. Safety nets put in place decades ago show signs of stress, job markets are changing as older people stay in the work force or launch new businesses, and mature consumers are affecting spending patterns. The Thought Leadership and Economic Impact teams are exploring the implications of this global phenomenon and seeking new research partners.