Top 10 papers for September 2025
We present the best performing articles from September 2025 due to the number of downloads
Simple Maths says that the AI Investment Boom ends poorly (first links)
Simply put, we will hit a wall on the current process, and soon. There is just not enough income and there can never be enough income.
Summer AI became ugly: part 1 (Deutsche Bank Research Institute)
This is the first part of a two -part series about seven emerging themes that will determine the course for the rest of the year.
Summer AI became ugly: part 2 (Deutsche Bank Research Institute)
This is the second episode of a two -part series on seven emerging themes in AI that will determine the course for the rest of the year.
Red Thread: Europe Edition – Mid Year Report 2025 (UBS AM)
“Who do I call if I want to speak to Europe?” – Henry Kissinger. Although Europe has clearly made progress since this provocative jibe, many of the underlying challenges remain.
The impact of artificial intelligence on markets (Marquette Associates)
Almost 80% of companies around the world now use a form of AI technology as part of daily activities, with 240 S&P 500 index components that quoted AI on 4Q24 profit calls according to FactSet (against only 80 in 3Q22).
The skeptical value investor (Robeco)
Growth shares have been surpassed in the past decade value forces, with the lead of growth particularly clear on the American market. That is the high-level perspective, which suggests that value investors have been omitted in the cold in recent years. But do they really have?
Worth weight? Assessment of Gold’s Portfolio Utility (the SHAW)
The SHAW notes that Gold’s long -term relationship with global growth, in combination with the lack of correlation with the shorter work cycle, makes it attractive for an optimizer.
The Art of Quantum Computing for Finance: Short overview and prospects (University of Québec)
This assessment article discusses the application of Quantum Computing to financial problems, while the current approaches and their future perspectives are presented. The authors also talk about Quantum Machine Learning and Deep Learning in Finance.
Global Top 300 Pension Funds 2025 (Thinking Print Institute)
The world’s largest 300 pension funds reached a new record of US $ 24.4 trillion in terms of their total assets, according to the Global Top 300 Pension Funds report this year.
The Genai Divide: State of AI in Business 2025 (MIT)
Despite $ 30–40 billion in Enterprise investments in Genai, this report discovers a surprising result in that 95% of the organizations get zero return.
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