Latest White Papers

  • MIM_IPE 1200x627-em-alpha copy
    White papers

    Emerging Markets: Uncovering Key Alpha Drivers Amid Shifting Global Dynamics

    2026-02-05T16:47:00Z By MetLife Investment Management

    Emerging Markets (EM) enter 2026 on the heels of an exceptional 2025 — a year defined by strong total returns and resilient fundamentals despite global volatility. The EMBI Global Diversified returned 14.3%, the GBI-EM Global Diversified returned 19.3%, and the CEMBI Broad Diversified returned 8.7%. 

  • We Got the Beat
    White papers

    We Got the Beat

    2026-02-04T10:43:00Z By Allspring Global Investments

    Allspring’s investment experts take the pulse on 2026, revealing strategic investment opportunities amid shifting global dynamics.

  • IPE-471x265-equity market review Q4 2025
    White papers

    Q4 2025 Equity Market Review

    2026-02-03T16:30:00Z By MetLife Investment Management

    It has often been said that success and happiness lie within the journey rather than at the destination. For small cap investors, 2025 was a turbulent and twisting ride whose volatile journey fortunately ended with a successful outcome. After the 2024 Presidential election, equity markets rallied as many investors assumed the new administration’s focus on lower regulation and taxes would be beneficial to growth. Underlying economic activity was supportive of this conclusion, driven by consistent employment growth, better inflation trends and increased consumer activity.

  • nuveen1
    White papers

    Unlocking nature-based solutions with mitigation banking

    2026-02-03T16:27:00Z By Nuveen Natural Capital

    Natural capital has long been seen as an effective portfolio diversifier for investors, offering an attractive balance of environmental and income characteristics. However, entering these markets has proved challenging for many. 

  • Could US GDP growth hit 5% this year?
    White papers

    Could US GDP growth hit 5% this year?

    2026-02-03T16:12:00Z By Capital Group

    The resilience of the US economy never fails to amaze me. Despite all the turmoil in the world, the US economy somehow manages to look past it, power through it, and come out stronger on the other side.

  • UK Value – Beware the rear-view mirror…
    White papers

    UK Value – Beware the rear-view mirror…

    2026-02-03T14:19:00Z By Premier Miton Investors

    In his latest insight, Matthew Tillett, Fund Manager of the Premier Miton UK Value Opportunities Fund, explores how persistent “crisis narrative” sentiment has weighed on UK SMID, despite improving fundamentals. With valuations still sitting at a steep discount to both UK large caps and international peers, the big question is: could 2026 be the year UK SMID starts to regain lost ground?

  • 2025 in review, 2026 positioning- A US investor outlook
    White papers

    2025 in review, 2026 positioning: A US investor outlook

    2026-02-03T13:00:00Z By Premier Miton Investors

    Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, reflects on a year shaped by two powerful and opposing forces in US equities. 2025 saw a sharp shock to economic confidence, set against a renewed wave of optimism driven by accelerating investment in artificial intelligence. As we move into 2026, understanding how these dynamics played out, and how they may now be evolving, is critical to positioning portfolios for the year ahead.

  • The future of fixed income
    White papers

    The future of fixed income

    2026-02-02T17:07:00Z By State Street Investment Management

    Fixed income has been transformed by advances in market structure, trading technology, and portfolio design-and the pace of change continues to accelerate. These developments are expanding what the asset class can deliver for institutional investors.

  • Emerging market debt- strength and selectivity amid global shifts
    White papers

    Emerging market debt: strength and selectivity amid global shifts

    2026-02-02T16:35:00Z By L&G

    Emerging market fundamentals remain robust, but broader global macroeconomic developments are leading us to a more selective approach to positioning portfolios.

  • Vontobel Jan:Feb26
    White papers

    Emerging market local-currency bonds continue to look bright in 2026

    2026-02-02T16:15:00Z By Vontobel Asset Management

    Despite our reduced conviction in a weaker USD for 2026, we believe emerging market (EM) local-currency bonds remain well-positioned. Ongoing disinflation in EM economies not only supports EM currencies but should also enable some EM central banks to cut interest rates in 2026. We believe EM FX can perform well even with a sideways USD given the healthy state of external accounts in most EM countries.

  • Dynamic Global Bonds — investing across the cycle
    White papers

    Dynamic Global Bonds — investing across the cycle

    2026-02-02T16:15:00Z By Capital Group

    Despite geopolitical strains, elevated borrowing, and shifting policy dynamics, the global economy has shown notable resilience over the past 12 months. Valuations across major asset classes (including equities, gold and high yield credit) remain elevated, even as several macroeconomic indicators point to potential softening beneath the surface. We believe these tensions highlight the importance of a flexible and globally diversified fixed income approach, one that can adapt to rapidly evolving conditions across markets, sectors, and currencies.

  • Building resilience with flexible fixed income opportunities
    White papers

    Building resilience with flexible fixed income opportunities

    2026-02-02T12:08:00Z By BNP Paribas Asset Management

    The global economy enters 2026 with resilience. Growth forecasts have been revised upward – the International Monetary Fund now projects a global expansion of 3.2% in 2025, buoyed by a rebound in activity, despite ongoing trade frictions. Across regions, diverging paths mark the outlook: 

  • Diversification is the response to rupture
    White papers

    Diversification is the response to rupture

    2026-01-30T16:21:00Z By Amundi

    Long after most of the speeches made at Davos 2026 are forgotten, the one message that will reverberate is that politicians, businesses and investors face a rupture in the international order. All three groups are drawing the same ineluctable conclusion: they must diversify to survive and thrive in the new environment.

  • India and EU trade deal- a look beyond financial benefits
    White papers

    India and EU trade deal: a look beyond financial benefits

    2026-01-30T16:15:00Z By Amundi

    On 27 January 2026, the European Union and India have formally concluded negotiations on a landmark free trade agreement (FTA), marking a major milestone nearly two decades in the making. Legal vetting—or “textual scrubbing”—is now underway, with both sides aiming to complete the process and sign the agreement within five to six months. Once ratified, the deal is expected to enter into force in early 2027.

  • Asia ex-Japan Equity- Letter to Investors
    White papers

    Asia ex-Japan Equity: Letter to Investors

    2026-01-30T15:33:00Z By Federated Hermes

    The Strategy’s performance last year was boosted by the stellar performance of South Korean stocks – the best performing large equity market in the world in 2025. In our Letter to Investors, we discuss how we are responding to the rally and whether there is still value in our South Korean holdings.

  • Qualifying Money Market Funds- A smart Euro cash management solution
    White papers

    Qualifying Money Market Funds: A smart Euro cash management solution

    2026-01-30T15:29:00Z By Federated Hermes

    This document outlines why it’s worth considering a short-term euro prime fund over bank deposits.

  • Living in the now
    White papers

    Fixed Income Investing: Living in the now

    2026-01-30T15:21:00Z By Federated Hermes

    If the future keeps bond investors awake at night, the present is complicated too.

  • The resilience premium
    White papers

    The resilience premium

    2026-01-30T15:14:00Z By Federated Hermes

    Are emerging markets immune to rising geopolitical tensions?

  • Winners and Losers at the All-K Corral
    White papers

    Winners and Losers at the All-K Corral

    2026-01-29T14:22:00Z By MetLife Investment Management

    Economic growth through the third quarter of 2025 came in above expectations and will likely end the year on a strong note. At the same time, the K-shaped economy is more present than ever: even outside the consumer. Most of our recent productivity gains have been concentrated in the information sector while others remain stagnant. Services industries continue to grow, but manufacturing has been in contraction for 34 out of the last 36 months. Large firms are also seeing strong profits, but small firms continue to struggle.

  • Equity Market Outlook 1Q 2026
    White papers

    Equity Market Outlook 1Q 2026

    2026-01-29T14:13:00Z By Neuberger Berman

    In the following collection of charts, we a) reaffirm our belief that supportive macroeconomic and capital-markets forces have the potential to drive further equity gains; b) address what we view as some of the more important risks to our thesis (including potential drawdowns that tend to accompany mid-term election years, as well as rising bond market volatility); and c) offer tactical portfolio guidance across various equity markets.