All Investors articles – Page 10
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White papersUnderstanding asset-backed securities (ABS)
What are ABS and what do they bring to a global short duration strategy?
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White papersThe Hang Seng surge
While global investors remain cautious, there are signs that a once-unloved allocation call could re-enter the mainstream.
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VideoA quantitative edge in uncertain markets
Daniel Mahr, Head of MDT Group, explains how our quant strategies have adapted through the recent market turbulence – and the benefit of data-driven decision-making in uncertain times.
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White papersThe flight from the dollar
Will capital continue its slow yet steady flight from the US?
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PodcastGlobal Investment Views - Mid-year Outlook 2025 - Riding out the policy noise
The first six months of 2025 brought many unexpected events and shocks that rocked financial markets and complicated the task of economic forecasters. As we enter the second half of the year, what has changed and what might this mean for the economic outlook for the rest of 2025?
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White papersPerspectives Emerging Markets
Perspectives Emerging Markets offers quarterly updates from our research team, providing in-depth analysis of economic developments, market trends, and investment opportunities in emerging economies.
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Video10 Minute Masterclass—Global Infrastructure Debt
Infrastructure debt continues to grow in its appeal to investors, partly due to the range of potential benefits on offer—from an illiquidity premium over public markets to enhanced diversification, risk protection and asset-liability matching characteristics. The essential nature of infrastructure debt further strengthens its appeal throughout the ups and downs of the economic cycle.
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PodcastGP Led Secondaries: What’s next?
Liquidity challenges are reshaping the private equity landscape, pushing investors to explore innovative solutions for managing their portfolios. With reduced exit activity, constrained distributions, and a tougher fundraising environment, how can secondaries provide a liquidity lifeline? And what role do GP-led transactions play in driving opportunities for both sponsors and investors?
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White papersDirect Lending: Why Global & Why Now?
For investors looking to generate income, preserve capital, and achieve diversification—particularly at a time when macroeconomic and geopolitical uncertainties are high—taking a global approach to direct lending markets can be part of the solution.
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White papersThe great uncoupling: Is this the end of dollar domination?
Typically in times of crisis, Treasury yields fall, while the US dollar strengthens. Now, we are seeing the dollar tumble, while Treasury yields are rising – a signal that investors’ unshakeable faith in the US as a safe haven has begun to crumble. Where will investors turn in this new paradigm?
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White papersA focus on climate can achieve multiple investor goals
A rules-based fixed income approach
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White papersHow to sustain dividend growth amid volatility – and sow the seeds of future performance
So far, 2025’s been a turbulent year – but dividend growth keeps us grounded. Dividend growth offers stability in volatile markets, balancing tech and defensives with disciplined investing and compounding returns driving long-term gains.
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White papersEuropean IG Credit: Opportunity in a Shifting Landscape
Appealing fundamentals, elevated yields and active management opportunities are drawing investors to European investment grade credit.
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White papersResilient European High Yield market looks beyond tariff uncertainty
We cannot ignore the dominant themes impacting markets across the world, but a resilient and supported European marketplace is well placed to prosper in these challenging times.
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People NewsEdmond de Rothschild REIM appoints Klaus Schmitz as Chief Investment Officer Europe and Executive Chairman UK
Based in London, Klaus will join the Edmond de Rothschild REIM Executive Committee and report to co-CEOs Pierre Jacquot and Arnaud Andrieu. In his dual role, he will lead Edmond de Rothschild REIM’s pan-European investment strategy, lead investment activity and help strengthen relationships with capital partners across key markets.
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White papersSatellites and Security: Public-Private Synergy in Space
The global space economy is experiencing rapid growth, driven by public-private partnerships that are lowering launch costs, accelerating innovation, and expanding applications across sectors. With continued investment and technological advancements, the industry is poised to reach one trillion dollars by 2030.
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Asset Manager NewsLandmark office-to-hotel conversion marks Slättö’s growth in Denmark
Slättö broadens its footprint in Denmark by acquiring a vacant and outdated office building on Halmtorvet square in central Copenhagen, to be transformed into a tech-enabled lifestyle hotel under a long-term lease with operator Bob W.
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White papersFinancing the future of food
Current food production models are encountering significant challenges, with modern agricultural practices endangering biodiversity and heightening dependency on finite resources. Amid rapid demographic shifts, we examine how strategic investments and the distinctive capabilities of emerging markets are poised to tackle global food challenges – and drive transformative change across the sector.
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White papersMiddle East Conflict: From Diplomacy to Disruption
U.S. strikes in Iran have escalated the conflict. What should investors watch for next?
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White papersForeign Demand for U.S. Treasuries: Facts vs. Fears
The data behind foreign demand for U.S. Treasuries challenges the “Sell America” narrative.
