The main points:

Fintech Disruption

New technologies promote new business models; disruption and creative destruction are endemic

Parallel Worlds

Engagement in society differs by geography, generation and social group; effects on financial services participation and preferences

Lower for Longer

Interest rates stay low, global growth disappoints, and political instability rises

Purposeful

Capitalism Investment industry becomes more professional, ethical, and client-centric

INVESTMENT PROFESSIONAL OF THE FUTURE

Changing Roles

Adaptability is essential / Change is anticipated / AI+HI will become the norm / Teams will dominate / Work–life integration is the goal / Asia Pacific growth continues

Changing Skills and Careers

More investment professionals are motivated by learning than by compensation / Soft skills is the topic most pursued across all career phases / T-shaped skills are valued / Many important skills are difficult to find / Time spent in on-the-job learning is high / Career catalysts exist

Changing Cultures and Organizational Context

The world of work is changing / Firms are managing the employee experience more / Workplace design is an enabler of culture / Technology will change cultures / Training will increase