All Active articles – Page 4
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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 papersQuality within risk: strategic credit positioning in a resilient economy
In today’s environment of tight spreads and shifting macro crosscurrents, where you invest within below-investment-grade credit matters just as much as whether you invest at all. Nuveen’s latest outlook breaks down why structural quality improvements in high yield, compelling dispersion in senior loans, and the income potential of preferred securities are creating real opportunities for active managers willing to be selective. If below-investment-grade credit is part of your portfolio conversation, this is a timely read. Explore the full paper here.
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White papersInvesting across the AI supercycle
Artificial intelligence is no longer just a technology story — it is a capital cycle reshaping how economies are built, financed, and powered for decades to come. Nuveen’s latest paper makes the case for why the AI supercycle demands a cross-asset approach, spanning equities, credit, private markets, and real assets, and explains how investors can align growth, income, and inflation protection objectives across the full AI value chain. If you’re thinking about how to position portfolios for what comes next, this is an essential read. Explore the full paper here.
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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 papersThe relationship advantage of middle market credit
Not all private credit is created equal, and right now that distinction matters more than ever. In the latest installment of The Lead Left, Churchill’s Randy Schwimmer breaks down why the middle market’s relationship-driven structure offers a fundamentally different risk and return profile than upper market lending, and what rising PIK loans, non-accruals, and sector concentration signals mean for manager selection today. Explore the full insights here.
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White papersMedical Technology Stocks: Innovation Endures as Valuations Reset
How can medical technology companies diversify an equity allocation to healthcare?
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White papersJapan for the Long Haul
Don’t let recent market volatility distract from the long-term fundamentals. We think another stage of growth is likely on its way.
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White papersSignaling our Intentions in a New Proxy Season
As we launch our latest NB Votes campaign, we remain anchored in engaged ownership and active stewardship, underpinned by rigorous fundamental analysis.
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VideoVenture Capital Roundtable (3/3): What investors may be underestimating in 2026
What might investors be overlooking as they look ahead to 2026? From biotech shifts to climate resilience and distribution, our panel explores the themes that could shape future outcomes in part 3 of the venture capital roundtable series.
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White papersCharting a Distinct Course to Asia’s Awakening Equity Markets
Asian equities offer hidden value in dynamic companies across fast-growing economies.
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VideoVenture Capital Roundtable (2/3): How investors are identifying quality in a crowded market
With more companies and capital competing for attention, identifying true quality is increasingly complex. Part 2 of the venture capital roundtable series, our investors share how they cut through the noise to find differentiated opportunities.
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White papersThe vital role of fixed income in strengthening European autonomy
In an uncertain market environment, fixed income is once again taking centre stage. With inflation expectations, policy paths and regional divergences shifting rapidly, investors are increasingly looking for solutions that can deliver both stability and income. In this context, an active fixed income approach can offer a compelling answer: one that combines discipline, flexibility and the ability to respond quickly to changing market conditions.
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White papersMeasuring engagement: How to move from passive engagement to active influence
Stewardship is evolving. For years, engagement was assessed by volume – the number of meetings held, letters sent or companies contacted. Today, asset owners and asset managers are asking a more demanding question: did engagement make a difference? In the near future, however, asset owners and asset managers might have more tools to assess engagement quality and additionality, explains Francois Humbert.
