All Indices/benchmarks articles
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White papersFour charts that expose market concentration risk
Since ChatGPT launched in 2022, some AI-related stocks have soared to record highs despite elevated inflation, sweeping tariffs and war in the Middle East. A small group of companies now make up an outsized share of the US market, pushing concentration to levels not seen in decades.
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White papersA unique market moment and the case for active judgement
We are living through an extraordinary market environment. The level of concentration in many equity benchmarks has increased significantly.
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White papersHealthcare Investing: Finding Growth Beyond Pharmaceuticals
Equity investors should cast a wide net to capture the healthcare sector’s full potential.
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White papersBond Portfolio Optimization
Although bond portfolio optimization is one of the oldest applications of the mean-variance framework, it is considerably less developed and adopted than its equity and multi-asset counterparts. This paper presents a comprehensive framework for bond portfolio optimization applied to investment universes composed of individual securities.
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White papersCelebrating Independence Day: from the American Revolution to the stockmarket revolution
The US has a deep equity culture that has evolved alongside the nation. On the 250th anniversary of the US Declaration of Independence, Daniel White highlights the characteristics that have driven the US stockmarket’s remarkable long-term investment returns.
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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 papersThe Ghost Rally: What We See Really Driving Emerging Markets in 2026
When a handful of stocks drive an entire index, history suggests investors should pay close attention
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White papersCIO Weekly: To Infinity and Beyond…SpaceX’s IPO
The SpaceX IPO is without precedent in scale and structure. Its implications for markets, indices and portfolios extend well beyond the deal itself.
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BlogIt’s time to include listed companies in your impact strategy
Our investment landscapes are changing. New risks like social unrest, extreme weather events, and geoeconomic stress have officially moved into the mainstream. One in two experts polled by the World Economic Forum expects risk levels to increase sharply this year and to continue climbing. The top five risks identified are geoeconomic confrontation (18% of votes), state-based armed conflict (14%), extreme weather events (8%), social polarisation (7%) as well as misinformation and disinformation (7%). These trends reflect a world where ethical foundations are eroding, amplifying instability and risk.
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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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PodcastBeyond Macro: A Value Lens on Emerging Markets Equity
Most investors approach emerging markets top-down: country-level macro calls, currency bets, commodity cycles. But what if those assumptions are exactly what gets in the way of potential returns? What if the single most important variable isn’t the macro backdrop, but the price you pay?
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White papersGlobal turmoil reshapes the municipal credit landscape
Municipal credit is rarely one story, and right now it is telling several at once. From geopolitical energy shocks and Western water scarcity to shifting state tax policy and localized fiscal stress in New Jersey school districts, the factors shaping municipal credit quality today require issuer-level precision rather than broad market calls. Nuveen’s latest municipal credit update breaks down where the risks are real, where they are overstated, and where informed investors may find opportunity. Explore the full report to see what our credit team is watching closely.
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Interview“Small and mid-caps are better suited to an impact strategy”
Triodos Investment Management and STOXX recently launched the iSTOXX Triodos Developed Markets Mid and Small Cap Impact Index, a custom-built index derived from the iSTOXX Triodos Developed Markets Impact All Cap Index. Dimitri Willems, portfolio manager of the Triodos Pioneer Impact strategy, and Ronald Waals, Business Development Manager Institutional, explain the added value of this index and why small and mid-cap companies offer great impact potential.
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White papersAI Boom or Bubble? Lessons from the Dot-Com Period
The rapid growth of artificial intelligence has led investors to question whether the recent rally in AI-related stocks is a sign of a speculative bubble. This paper compares the current AI driven market to the dot-com boom of the late 1990s.
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Asset Manager NewsAchmea Real Estate delivers outperformance across the board for clients
Achmea Real Estate delivered returns in 2025 across all its real estate funds and client portfolios (separate accounts) that exceeded the MSCI benchmarks*. All client portfolios recorded clear outperformance.
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White papersAI’s growing economic footprint: A new era for markets
AI adoption is accelerating productivity and investment, marking a structural shift in market dynamics.
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White papersPrincipal Well-Being Index: AI’s effect on staffing
The latest survey of 1,000 small and medium businesses shows that AI adoption has not resulted in planned staffing or wage cuts — instead, most firms expect AI to drive growth, with upskilling and retraining rather than layoffs being the likely outcome.
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White papersMarket Snapshot: Japanese stocks rally on election result
Market Snapshot is a weekly view from our portfolio managers, offering sharp, thematic insights into the trends shaping markets right now.
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White papersIndex investing and Dr. Frankenstein’s creation
Something changes when the benchmark takes on a life of its own.
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White papersWhich indices have surprised on the upside?
As summer season in the northern hemisphere begins to wrap up, we take a rollcall of the indices that have outdone themselves so far this year.
