All Global articles – Page 5
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White papersAI Capex: It’s Not All or Nothing
Recent AI-related volatility across risk markets mixes signal with noise. The more important task is to recognize that we are in a multiyear buildout and to invest with that sequencing in mind.
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White papersHow US Dollar Weakness Could Buoy Emerging Markets
Emerging-market assets have benefitted from a softer dollar, which could remain weak for a while.
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White papersEmerging from Behind the Scenes: Finding Income Further Afield
Can investors tap the potential of developing world debt without taking too much risk? Liz Bakarich says yes.
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Podcast2026 Investment Outlook - Keep it turning - Global Investment views by Outerblue Convictions
In this month’s podcast, we take a longer view than usual, as we look at our market convictions and investment views for the next 12 months. Join our host, Swaha Pattanaik, for her regular catch up with Monica Defend, Head of Amundi Investment Institute, for a whistle-stop tour around the world and across asset classes to discover the key talking points from Amundi’s 2026 Investment Outlook.
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White papersWhy invest in sustainably managed timberland?
Unlock the potential of timberland investing. Discover how sustainable timberland investment can offer attractive risk-adjusted returns, reliable income, and real asset diversification—while acting as a proven inflation hedge investment. As awareness of the social and environmental benefits of natural capital investing grows, learn how timberland can support both financial performance and positive ecosystem impact.
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White papers2026 Emerging Markets Outlook
We believe there is room for rebalancing in emerging markets, which remain meaningfully under-owned and undervalued relative to their weight in the global economy.
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White papersQ4 2025 Global Trends and Tactics: Real estate opportunities and risks in the current environment
Discover the latest quarterly real estate market trends in our quarterly research report. Dive deeper into regional market and sector conditions to find out the tactics we incorporate into our investment decisions.
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VideoAI vs. Demographics: Jobs and the Meaning of Work
Explore AI’s impact on productivity and labor markets with Rick Brink and Inigo Fraser Jenkins. The US could benefit more than others, given its industrial composition, and AI’s social and political implications could be far-reaching. You’ll also gain insight into the strategic implications for US equities and AI’s role in shaping economic and investment outcomes.
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WebinarAmundi’s 2026 Global Investment Outlook
During this webinar, Vincent Mortier, Group Chief Investment Officer, and Monica Defend, Head of Amundi Investment Institute & Chief Strategist, shared insights on Amundi’s 2026 Global Investment Outlook.
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White papersFriendvesting: the new architecture of investment in a fractured world
For decades, institutional investors constructed global portfolios with a primary focus on economic fundamentals-growth prospects, sectoral trends, and market efficiency. Geography mattered, but mainly as a source of diversification: emerging versus developed markets, Asia versus Europe. Geopolitics, when considered at all, was the preserve of sovereign wealth funds and the occasional risk manager. That era has ended.
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White papersMarket data: the strategic imperative for institutional investors
In today’s interconnected financial ecosystem, market data is not just an operational necessity, it’s a strategic asset. It’s the foundation for analytics, indices and execution strategies. For institutional investors managing large-scale portfolios, the ability to access, interpret and act on accurate data is critical to maintaining performance and mitigating risk in volatile markets.
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White papersPlaying the Long Game Amid Risk Market Turbulence
Among the factors driving equity market swings recently and since summer, monetary policy – and very recently, the fear of a misstep in monetary policy – has been particularly powerful.
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White papersQ4 2025 Global Trends and Tactics
Global private real estate markets are experiencing a significant turnaround, with values climbing for five consecutive quarters and total returns turning positive across all 21 tracked countries in Q2 2025, marking a decisive end to the 2022-2024 correction. Transaction volumes have surged to $739 billion over the trailing year—a 19% year-over-year increase—while real estate debt markets present compelling opportunities as lending risk diminishes, though tighter pricing reflects intensifying competition for quality assets. Read the full report to explore the data driving this global recovery and understand the investment landscape ahead.
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White papersFrom skepticism to settlements: how global class actions are delivering for investors
For institutional investors, the idea of recovering losses through securities litigation outside the United States has long carried a sense of uncertainty. The United States, with its robust class action system and the opportunity for investors to sit on the sidelines of litigation while still benefiting from recoveries, make the United States the most active jurisdiction relied upon by investors to compensate for corporate and accounting irregularities as well as misstatements. For decades, with billions in recoveries available to investors every year, there was no need for investors to seek recovery outside of the United States.
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White papersPrivate Markets 2026 Outlook
Learn the views of our private markets experts. Mobilising new sources of capital and democratising private markets.
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White papersFixed income 2026 Outlook
Learn the views of our fixed income CIO and key portfolio managers. Where now for the yield curve?
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White papersEquities 2026 Outlook
Learn the views of our equities CIO and key portfolio managers. One big, beautiful world – or a correction ahead?
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White papersThe Federated Hermes 2026 Outlook
For the Federated Hermes 2026 outlooks series, we brought in our three CIOs – in liquidity, fixed income and equities and our head of private markets – as well as key portfolio managers across the business for their sector-specific views.
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White papersClosing the loop: Why circularity is now a strategic imperative
Once considered a sustainability buzzword, the circular economy has become central to the energy transition. The Sustainable Global Equity team outline why, in an era of increasing resource scarcity, the shift to a circular model is essential to helping governments and companies build resilience.
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PodcastHybrid Capital Solutions for Private Assets: A conversation with David Lyon
David Lyon, Managing Director and Head of Capital Solutions at Neuberger, was a recent guest on the podcast Capital Allocators with Ted Seides, where he spoke on hybrid capital solutions for private assets.
