All Active articles – Page 2
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White papersGetting active: The next chapter in European ETFs
Research with European institutions and wealth managers shows how active ETFs are gaining traction, where demand is strongest and which barriers still limit broader adoption.
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White papersIntegrating Climate Risks & Opportunities into Systematic Active Fixed Income Strategies
For investors allocating to Systematic Active Fixed Income strategies, our recent paper shows how climate risks and opportunities can be integrated while seeking to maintain returns.
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VideoThe One Question Series: You Ask. We Answer.
Nataliya Ivanova, Senior Client Portfolio Manager, Fixed Income, discusses how Systematic Active Fixed Income strategies can help deliver climate alignment while seeking to maintain performance and introduces our support paper.
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White papersAI breakthrough in diagnosing heart disease
Heartflow has become the first FDA-approved AI algorithm for diagnosing cardiac diseases, marking a major milestone in healthcare innovation.
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WebinarThe Great Global Restructuring - What's driving investment markets as global dynamics shift?
Watch our panel as they explore the challenges and opportunities of a global restructuring and the potential implications for markets.
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White papersFrom Income to Outcomes: The Evolution and Future of Fixed Income
Changes in market structure, technology, data, and investor behaviour are transforming the asset class—and helping investors achieve their objectives. These changes have profound implications for institutions and the asset managers who serve them. We believe the future belongs to the managers with the skill, scale, and experience to convert data into insight, complexity into clarity, and fixed income allocations into engineered outcomes.
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White papersRevisiting the Case for Active Investing in an AI-Heavy Market
What might happen when the promise of AI meets market reality?
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White papersETF spectrum: Aligning active options
ETFs are no longer just index trackers: today’s market spans traditional passive, systematic active, fundamental active and option-overlay strategies – so investors must look past the label.
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White papersPivot to Europe: (re)positioning along the new Fixed Income routes
Year to date, European fixed income has delivered broadly positive performance, albeit with pronounced dispersion by sector, curve, rating and country. Active asset allocation and security selection have benefited from divergences across European fixed income markets.
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VideoThere’s power in data
Discover the power behind our quant investing strategies – this highlight video showcases the techniques, insights and talent driving MDT’s approach.
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White papersEurope’s industrial backbone is eroding
Europe’s post-war prosperity was built on steel, chemicals, and autos. But that industrial backbone is now under strain. China’s state-backed industrial strategy has created overcapacity in sectors Europe once led. Coupled with the United States pivot to protectionism the global trading order is changing.
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White papersFixed income: Opportunity amid global divergence
Opportunity amid global divergence: Amid global policy divergence and persistent macro uncertainty, fixed income markets are entering a new phase of elevated yields, resilient fundamentals and wider dispersion—making active management and selective credit positioning key.
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White papersFixed income’s next chapter: A Q&A on rate cuts, diverging growth and European opportunities
With solid corporate balance sheets in Europe and room for further rate cuts in the US, conditions appear favourable for fixed income. But with diverging growth stories, and potential shocks such as the ongoing political situation in France, active bond management has never been more important. Salvatore Bruno and Mauro Valle at Generali Asset Management S.p.A. Società di gestione del risparmio (“Generali AM”) share their views on the macro environment and how this translates into bond portfolios.
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PodcastPlaying the Long Game: A Tale of Time and Investment
Have you ever wondered how investment professionals navigate the complexities of forecasting asset returns and constructing robust portfolios in an uncertain world? In this insightful conversation, Alla Harmsworth from AllianceBernstein delves into the intricacies of long-term asset allocation, emphasizing the importance of humility in forecasting and the need for thoughtful portfolio construction.
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White papersDo you want to track—or do you want to lead?
In an era of benchmark concentration and high performance dispersion, investors face a fundamental question: track the market, or target outperformance by adding active risk that may lead to underperformance?
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VideoThe MDT factor: How MDT is different from traditional fundamental and quant equity strategies
Scott Conlon, Investment Director, MDT Advisers, breaks down how MDT sets itself apart from traditional fundamental and quant equity strategies – offering a data-driven, dynamic edge.
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White papersThe US SMID revival: Why this quiet rotation matters
After years of anticipation, the long-awaited rotation into US small and mid-caps (SMID) is finally gaining traction. Charlotte Daughtrey, Investment Director - Equities, explains why the second half of 2025 presents a rare convergence of macroeconomic, policy and market forces - creating a compelling opportunity for investors.
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White papersWhy now? The case for European high yield
As investors reassess their fixed income allocations, we believe the European high yield (HY) market is emerging as a compelling opportunity. European HY has matured into a robust and diversified asset class, offering attractive risk-adjusted returns and strategic diversification benefits.
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VideoPremier Miton Fixed Income update August 2024
Lloyd Harris, Head of Fixed Income, explores the macro forces shaping global bond markets. Highlighting sticky inflation in the US, labour driven inflation pressures in the UK, and Europe’s rising fiscal stimulus from military and infrastructure spending.
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White papersUnlocking idiosyncratic alpha: Quick takes on capital markets
In an environment shaped by volatile macro trends, focused active stock selection—so-called idiosyncratic alpha—offers a resilient source of outperformance. Managers who can identify opportunities beyond broad market movements are best positioned to build robust, long-term portfolios.
