All Commentary articles
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White papersBrexit a Decade On: What it means for UK investors today
Ten years on from the Brexit referendum, the UK economy has shown resilience, but the equity market tells a more nuanced story. Large caps have led returns, while mid and small caps have de-rated despite earnings growth, driven in part by weaker sentiment and sustained outflows. In this insight, Premier Miton’s Matthew Tillett explores what’s behind this divergence and whether current valuations already reflect much of the negative outlook. This is a marketing communication.
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White papers2026 Mid-year update: Inside Real Estate Outlook
Amid geopolitical volatility and shifting macro crosscurrents, the CRE recovery is intact - but uneven, with wider dispersion than headlines reveal. This creates a market that is ripe for alpha discovery through careful property, market, and fund selection.
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White papersOil: Too Calm, Too Soon?
Oil prices have eased from recent highs, but does that mean the market is back to normal? In this Fixed on Bonds blog, Premier Miton’s Kishan Paun looks at why underlying supply constraints, inventory rebuilding, and ongoing disruption across the energy complex may still matter for investors. This is a marketing communication.
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WebinarInvitation | 2026 Amundi’s Mid-Year Outlook: Power of endurance
Monday, 29th June 2026 - 09:00 am BST | 10:00 am CEST | 16:00 pm HKT
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White papersReasons to consider adding Real Estate Debt to your portfolio
We recommended carrying a real estate debt (RED) umbrella as it has the potential to help shelter your portfolio during investment storms. But what are some of the key factors for institutional investors to consider when adding real estate debt to their portfolios?
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VideoAre small caps set for a U-turn?
After an earnings recession, small caps’ fortune is set for a positive pivot.
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PodcastCapital Solutions: A Flexible Response to Private Equity’s Exit Problem
Private credit headlines have been anxiety-inducing — but not all corners of private markets face the same pressures. Roughly $4 trillion in equity investments remain inside private equity funds awaiting exits…
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VideoISA Focus: The Affordable opportunity
Affordable Housing: A Core-Plus Opportunity Addressing Critical Market Needs
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White papersThe Case for Evergreen Funds in a Portfolio
Evergreen private equity funds offer institutional and wealth investors a streamlined alternative to traditional drawdown structures — eliminating the j-curve, enabling immediate capital deployment, vintage diversification, and operational simplicity…
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VideoNatural Capital for Impact
Regenerative farming may be one of the most interesting natural capital opportunities for institutional investors. It yields healthier food, restores ecosystems and mitigates climate change while potentially offering sustainable returns. Discover the investment potential of regenerative farming by watching this video.
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White papersEconomic Update June 2026
Global markets are navigating an increasingly uneasy mix of geopolitical risk and shifting macro fundamentals. The escalation in the Middle East has reintroduced a stagflationary impulse via higher energy prices, yet risk appetite has remained resilient. Equities have pushed to new highs even as long‑end bond yields have climbed to multi‑decade levels, reflecting inflation, fiscal and policy uncertainty.
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White papersAsia Pacific’s longevity advantage: What it means for senior living
Longer lifespans, healthier ageing and rising digital engagement are redefining later life across developed Asia Pacific. As preferences shift, traditional senior living models are being tested, opening the door to a new phase of institutional opportunity.
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VideoFarming for the future
Why biodiversity matters. Meet Alice McNeil, Portfolio Manager of our SDG Farmland strategy. Alice highlights the relevance of biodiversity to society and the economy and shares insights on how we work with our farms to deliver biodiversity improvements.
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White papersU.S. Housing Chartbook May 2026
MetLife Investment Management’s Real Estate Group, with $105.2 billion (as of 30 June 2025) in commercial real estate debt and equity assets under management, brings extensive experience across market cycles to deliver a collaborative, client-focused approach to real estate investment management. Our experienced professionals leverage our industry presence and long-standing direct relationships to source attractive investment opportunities across geographies, property types, investment structures, and risk profiles.
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White papersInvesting in Circular Agriculture
Agriculture sits at the heart of today’s biggest challenges and greatest opportunities. It contributes to climate change and biodiversity loss, while also being highly vulnerable to their effects.
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White papersManaging and executing innovation in asset management
A Q&A with Mark Versey, CEO of Aviva Investors, and Alastair Sewell, Senior Investment Director
