All Active articles
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VideoHow does MDT’s investment approach respond to geopolitical risk events?
MDT chooses discipline over reaction in the face of market shocks.
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VideoSustainable Global Equity: Where does a longer-term strategy see opportunity?
With markets pulled in multiple directions in 2026, looking beyond near-term noise is uncovering compelling opportunities in emerging markets, capital-intensive firms and commodity exposed names, says our Sustainable Global Equity team in a new video.
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White papersAgentic AI Is Rebuilding the Information Racetrack
As the AI story moves from training large language models to delivering myriad “agentic” applications, we believe investors have an opportunity to capitalize on this crucial shift.
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White papersInvesting in technology and AI: Opportunities in a rapidly evolving landscape
BNP Paribas Asset Management portfolio managers, Pamela Hegarty and Derek Glynn, answer key questions regarding the future of artificial intelligence and investing in the technology sector.
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White papersClimate Action – two years on
Two years ago, L&G and AP7 partnered to invest in high emissions* companies and engaged with them to drive their emissions down over time, in an effort to combine climate impact with shareholder value creation. In this article, we reflect on successes and challenges over two years of engagement by the L&G team.
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White papersListed equity returns don’t just materialise. Why true active management matters more than ever
The debate on the value – or otherwise – of active management has existed since Jack Bogle of Vanguard first invented the passive fund in the 1970s. Incumbents with vested interests on both sides make their own self-serving arguments.
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White papersCapturing Consistent Return Streams in Capricious Equity Markets
For much of the past decade, equity investing has been defined by abundance. Strong beta, sustained momentum and a narrow group of market leaders meant that returns often came easily, just by being invested.
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White papersWhy AI will transform, not replace, your job
Ask ChatGPT whether layoffs at Big Tech companies are a preview of what’s coming for everyone else, and its answer is as clear as mud: Not yet. But the warning signs are real.
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PodcastBeyond Macro: A Value Lens on Emerging Markets Equity
Most investors approach emerging markets top-down: country-level macro calls, currency bets, commodity cycles. But what if those assumptions are exactly what gets in the way of potential returns? What if the single most important variable isn’t the macro backdrop, but the price you pay?
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VideoTalking Markets – Why infrastructure keeps powering ahead
In this episode of Talking Markets, Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund, explains why, in a world shaped by geopolitical upheaval and soaring AI‑related energy needs, infrastructure can be a powerful source of dependable income and long‑term growth. This is a marketing communication.
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White papersPositive surprise: Recognizing change before consensus
A positive surprise occurs when a company delivers results or provides signals that meaningfully exceed consensus expectations, thereby raising the market’s view of its sustainable growth rate. In small-cap growth, where valuations are largely driven by long-term growth assumptions embedded in discounted cash flow valuation models, such surprises can have an outsized impact on both earnings expectations and valuations.
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White papersCan Value Stocks Offer Resilience to AI Disruption?
Value companies tend to either benefit or buffer as AI uncertainties play out.
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PodcastAI: Transforming quantitative portfolio management
Artificial intelligence and machine learning are contributing increasingly to the process of identifying stock investment opportunities and managing portfolio risk, particularly when it comes to quantitative equity strategies that use mathematical models, algorithms and vast datasets to identify and capture the best ideas.
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VideoWhat Role Can Emerging Markets Debt Play in Institutional Portfolios?
Emerging markets debt (EMD) has grown significantly in breadth and depth over the past two decades, creating a more diverse opportunity set for institutional investors. Against a backdrop of changing trade dynamics, shifting commodity prices and divergent country fundamentals, the panel explores the role of careful selection, active management and bottom-up research when assessing the asset class.
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White papersCIO Weekly: The Mag 7 Pulls Apart
The “Magnificent 7” moniker has had a good run. But the basket is beginning to break at the same time more granular AI-related equity stories are gathering momentum.
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White papersMDT: How we seek to enhance our alpha model
Elegance is an essential part of the process.
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White papersTalking Markets – Inflation, central bank policy and the changing shape of bond market
Inflation isn’t fading into the background, it’s redefining how investors think about fixed income.
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White papersSeizing the European Prime Office Opportunity
Prime office properties in supply-constrained, centrally located European submarkets could offer a compelling outlook for rent growth.
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White papersSystematic Active Fixed Income Turns 2
Systematic Active Fixed Income’s (SAFI) first two years reinforce the power of our investment process also demonstrating how SAFI can complement fundamental active managers given low alpha correlations. Read more about the 2-year SAFI experience at State Street.
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White papersMedical Technology Stocks: Innovation Endures as Valuations Reset
How can medical technology companies diversify an equity allocation to healthcare?
