All Global articles – Page 16
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White papersReframing China: Why It’s Time to Rethink China Exposure as “AllChina”
For decades, global investors have treated China as a fragmented market: Mainland China as emerging, Hong Kong as developed, and Macau as too small to matter. This divide reflected the 1997 “one country, two systems” framework that granted Hong Kong a high degree of autonomy. But that separation is increasingly obsolete.
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White papersHigher yields signal fiscal considerations may be back in the spotlight
Rising long-term bond yields reflect growing investor focus on fiscal sustainability, as elevated government debt and deficits re-enter the spotlight and drive cross-market volatility beyond central bank policy shifts.
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White papersMIM Short Duration Commentary Q3 2025
MetLife Investment Management’s Q3 2025 Short Duration Quarterly Commentary provides an informed look at how shifting macro and sector trends shaped short-term fixed income strategies.
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White papersMulti-Asset Investing Comes to the Fore
The economy and risk assets seem to be telling a conflicting story. In this environment, we believe there’s no better time to be taking a multi-asset approach to investing.
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VideoGemcast Episode 5: The Power of Principles
In episode 5 of Gemcast we are joined by Founder and CEO of Gemcorp Capital, Atanas Bostandjiev. Atanas talks about the importance of contrarianism, patience and presence, the founding principles of Gemcorp Capital and how important they are when working in emerging markets.
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White papersGold is on track for a strong year
Gold prices set new record highs recently above $3,700 per ounce and are on track to deliver returns above 40% this year, the strongest yearly performance since 1980. This stellar performance follows already strong gains in 2023 and 2024, and compares with the long-term average annual return of around 6.0%.
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White papersGlobal SMID Equity Engagement Report: A focus on responsible AI
This report outlines why – in light of the rapid developments in AI and the early-stage adoption across industry – we have chosen to purposefully scale up our AI-related engagement efforts with a range of companies, particularly in the software space.
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White papersThe end of exorbitant privilege? EMD report Q3 2025
Fast-developing economies are transforming global markets.
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White papersOur new AI assessment of engagement sentiment
The Global Equity ESG team outline how they are using AI to elevate their engagement discourse to uncover a more nuanced view of company trajectories.
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White papersWhen down is up and South is North: Trade finance and tariffs
Tariffs continue to dominate headlines, drawing the focus of policymakers, businesses and consumers alike. These trade barriers, often enacted to shield domestic industries, can have profound effects on global commerce. A well-structured trade finance strategy offers investors the potential ability to seize these emerging opportunities.
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White papersUS dollar dominance: Playing Jenga with the global monetary system
Assumptions that underpin the US dollar’s status as the world’s primary reserve currency are eroding more quickly than expected. What happens if the tower starts to collapse?
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White papersAI research trip reaffirms bullish outlook
Over the summer a group of our analysts and portfolio managers spent a week in San Francisco. The trip was an integral part of our ongoing research into artificial intelligence (AI) and related investment opportunities. Our scale as investors affords us exceptional corporate access and during our time in San Francisco we met senior leaders from around a dozen different technology companies, from heavyweights like NVIDIA and Broadcom to names operating throughout the data supply chain.
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White papersCentral Banks Struggle to Regain the Rates Narrative
Major central banks’ unconvincing mix of policy cuts and pauses last week shows they are struggling to regain the global rates narrative. Amid the uncertainty, relative value opportunities are emerging.
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White papersPrivate Markets 700: The global investor barometer - An era of expanding possibilities
Private markets are entering an era of expanding possibilities. Our latest Private Markets 700 research - drawing on the views of more than 700 institutional investors worldwide - reveals that investors are asking for more from their private markets portfolios, tasking them with delivering on a wider set of objectives than ever before.
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White papersMIM Q3 2025 Private Credit Quarterly Review and Outlook
MetLife Investment Management originated approximately $11.5B across private credit markets in Q3 2025, driven by strong investor demand and disciplined execution across corporate private placements, infrastructure debt and asset-based finance. Activity remained diversified across sectors, supported by attractive spreads, stable credit fundamentals and an improving interest rate outlook. ...
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White papersIn the public versus private debate, who’s winning?
Private markets have increasingly captured investor attention over recent years. However, public markets still dominate most portfolios. Here, the chief investment officers (CIOs) of M&G Investments debate the merits and drawbacks from choosing one over the other.
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White papersMultipolar world in action
In line with our long-standing view that the level of geopolitical risk will rise for the remainder of this decade, the last few months have revealed an accelerated transition towards a multipolar world.
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White papersBack to school: from summer clarity to autumn’s changing winds
With higher-than-anticipated tariff rates across the board — averaging roughly 18% (about 3 percentage points above our prior baseline), with several exemptions — we expect a slightly stronger stagflationary tilt to near-term macro projections.
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White papersCross Asset Investment Strategy - September 2025
Topic of the month - Back to school: from summer clarity to autumn’s changing winds
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White papersEngagement case study: Apple Inc.
How we engaged with one of the world’s largest technology companies.
