All Global articles – Page 5
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White papersEmerging Markets. Starting the year on a strong footing
Emerging Markets are proving resilient despite tariff-related headlines and geopolitical uncertainty. As inflows return to EM fixed income and real yields remain attractive in select local markets, we see opportunities—while remaining highly selective across credits and countries.
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White papersHarnessing Yield—and Growth—in Multi-Asset Income
Multi-asset investors should use a diversified toolkit to generate income efficiently.
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WebinarWorld in chaos after Davos? Impact on Markets
During this webinar, our experts Philippe d’Orgeval, Deputy Group Chief Investment Officer, and Monica Defend, Head of Amundi Investment Institute & Chief Strategist, moderated by Danae Quek, Senior PR Manager, explored how the latest surge in geopolitical tensions, renewed tariff threats, and mounting concerns over public finances are shaping market behaviour and influencing investor positioning.
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White papersThe ‘inverted pyramid’: winners from new US food guidelines
The US government’s move to shift the national diet provides tailwinds for companies in ‘real food’ supply chains and reformulation. Its revised guidelines emphasise high-quality proteins, dairy and fats, raise nutritional standards for school meals and reshape how ‘food stamps’ can be spent.1
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White papersA healthy correction underway
Market broadening accelerates as software gets its ‘DeepSeek’ moment.
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White papersDancing Through the Lightning Strikes? The Ongoing Case for Gold
The extraordinary return from gold in recent months, followed by an abrupt spike in volatility, ensures that questions about gold allocations come up in every single client meeting. But investors worry whether, after such a rally, there is still a case to own gold. We maintain our recommendation for a strategic allocation as part of an allocation to non-fiat, zero-duration assets.
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White papersEmerging Markets: Uncovering Key Alpha Drivers Amid Shifting Global Dynamics
Emerging Markets (EM) enter 2026 on the heels of an exceptional 2025 — a year defined by strong total returns and resilient fundamentals despite global volatility. The EMBI Global Diversified returned 14.3%, the GBI-EM Global Diversified returned 19.3%, and the CEMBI Broad Diversified returned 8.7%.
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White papersDebts, deficits and disruptors: Revisiting the opportunity in government bonds
Focus over the past decade has been heavily concentrated on credit markets, however, we believe there is an often overlooked opportunity in the government bond market that may warrant further attention. As much as 2022 bruised investors, with the big correction seen in government bond markets as interest rates rose rapidly, we believe now may be a good time to revisit the asset class in both developed and emerging markets, particularly as credit markets become less exciting.
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White papersPlugging water network leaks with smart technologies
Ageing and leaky water systems are in urgent need of an upgrade, presenting opportunities for innovative solution providers and utilities alike.1
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White papers2026 inflation outlook: Navigating uncertainty
The year ahead looks set for a more balanced, although not necessarily benign, inflationary backdrop, even as the full impact of the US trade tariffs has yet to materialise in prices. For investors returns are more likely to come from income carry and specific exposure to inflation risk.
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White papersAI Meets EMD: Short-Term Match, Longer-Term Friction?
Artificial intelligence (AI) has the potential to provide a tailwind for commodity and manufacturing exporters in emerging markets. That said, the emerging market (EM) service sector’s lower contribution to Gross Domestic Product (GDP), as well as a lack of research and development, and the presence of infrastructure and AI private investment bottlenecks, could cap productivity gains over time versus developed markets. We explore the dynamics in this article.
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White papersSeismic Shifts That Could Drive Private Markets
Dealmaking appears to be on the mend, but investors could be well served to look through near-term trends toward six major themes that we think may drive private markets for years to come.
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White papersThe future of alternatives: Insights from nPOWERED
What do today’s dynamic markets mean for long-term investors navigating complex structural shifts and evolving asset classes? At the recent nPOWERED event, Nuveen gathered leading experts, policymakers, and practitioners to explore trends shaping capital allocation strategies. This summary examines four key themes emerging from these discussions: the acceleration of AI and digital infrastructure investing, the evolving relationship between public and private markets, macroeconomic and geopolitical considerations, and the integration of energy transition and sustainability objectives in portfolio construction. Find out more.
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White papersWe Got the Beat
Allspring’s investment experts take the pulse on 2026, revealing strategic investment opportunities amid shifting global dynamics.
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White papersStepping up a gear: Top 10 questions on real estate markets in 2026
2025 was a year of significant uncertainty, fueling recessionary fears and caution in investing. Global economic and geopolitical uncertainty led to market volatility. This year, we begin by reviewing the impact and how the real estate market is being affected.
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White papersInfrastructure equity Q&A: Uniting innovation and rigour
Angenika Kunne outlines Aviva Investors’ infrastructure equity strategy and the key themes driving origination, management and value creation.
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PodcastTracking the trends in a time of rupture - Global Investment views by Outerblue Convictions
After a flurry of headlines and announcements from the annual World Economic Forum in Davos in January, one key message is likely to survive after most of the speeches have been long-forgotten; The world is facing a rupture in the international order.
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White papersEmerging market debt: strength and selectivity amid global shifts
Emerging market fundamentals remain robust, but broader global macroeconomic developments are leading us to a more selective approach to positioning portfolios.
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White papersDynamic Global Bonds — investing across the cycle
Despite geopolitical strains, elevated borrowing, and shifting policy dynamics, the global economy has shown notable resilience over the past 12 months. Valuations across major asset classes (including equities, gold and high yield credit) remain elevated, even as several macroeconomic indicators point to potential softening beneath the surface. We believe these tensions highlight the importance of a flexible and globally diversified fixed income approach, one that can adapt to rapidly evolving conditions across markets, sectors, and currencies.
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White papersStepping up a gear: Top 10 questions on real estate markets in 2026
2025 was a year of significant uncertainty, fueling recessionary fears and caution in investing. Global economic and geopolitical uncertainty led to market volatility. This year, we begin by reviewing the impact and how the real estate market is being affected.
