In the world of finance and information overload, knowledge is power. We hope you find the RIPPL Insights for December 2024 useful.
Research IP delivers RIPPL Insights to serve as your monthly go-to source of compiled content in three focus areas – behavioural finance, investment, and technology.
 | 2035: An Allocator Looks Back Over the Last 10 Years In a 2035 retrospective, Cliff Asness of AQR reflects on the past decade, noting U.S. equities underperformed due to high valuations, while bonds struggled with real returns amid 3-4% inflation. International stocks showed promise, outperforming U.S. equities. Private equity underperformed public stocks after fees, and Bitcoin plummeted to $10,000. Trend-following strategies provided diversification in volatile markets, while traditional hedge funds offered limited benefits. Lessons from these trends highlight the importance of adapting investment strategies for better future outcomes. #investment READ MORE |
| What’s fueling the cryptocurrency rally — and will it last? Cryptocurrencies have returned to the spotlight for Australian investors. Google Trends data shows a spike in Australian search interest for “cryptocurrency” following the US election, driven by explosive price movements and heightened media coverage. #technology #behaviouralfinance READ MORE |  |
 | DeepSeek – what does it mean for markets and the economy? DeepSeek, a Chinese AI company, had a significant impact on the AI industry and global competition last month. DeepSeek has developed a reasoning model called R1, comparable to OpenAI’s o1, but with open weights, allowing for broader accessibility and customisation. This openness challenges the proprietary nature of many Western AI models. What does this mean for investment markets – bad for Nvidia, but good for Amazon / Meta? #technology READ MORE |
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