All Commentary articles – Page 3
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White papersThe intelligence dividend: what AI means for portfolios
The AI investment boom is reshaping capital markets at a historic pace, but its effects on growth, inflation, and employment are far more nuanced than the headlines suggest. Nuveen’s latest research cuts through the noise, examining what the data actually shows about AI’s productivity payoff, its surprisingly complex inflation footprint, and what it all means for portfolio positioning today. Explore the full paper to see where the opportunities and risks may lie in navigating this evolving landscape.
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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
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White papersFrom pledges to portfolio insight: why climate ambition alone is no longer enough
Net-zero commitments have become a familiar feature of corporate climate disclosures. Across markets and sectors, companies increasingly articulate long-term decarbonization goals, often framed around 2050 targets and interim milestones.
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White papersThe case is no longer if. It’s how.
Regulatory clarity and institutional adoption have transformed digital assets into a legitimate asset class. Major financial players are deploying capital into blockchain, stablecoin, and tokenization infrastructure at scale.
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White papersFive questions investors ask before allocating to natural capital
Natural capital rarely enters portfolios in a single step. Interest builds, questions accumulate, and progress often slows because a small number of practical issues are not addressed early on.
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White papersUK real estate in 2026: an income‑led real asset opportunity
UK commercial property has undergone a period of repricing and adjustment but is once again demonstrating the qualities long-term investors value most: resilient income, relatively low volatility and tangible scope for value creation through active management.
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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.
