All Investors articles – Page 13
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White papersTrump’s tariff rollout hits roadblock
US court ruled this week that president has overstepped his authority by invoking an emergency law to justify tariff policy.
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White papersInvestment Perspectives H2 2025 Outlook: Steady sailing in choppy waters
The investment landscape is shifting. Economic, political and financial uncertainty has risen and investors are responding. What lies ahead for investors? In our mid-year edition of Investment Perspectives, CIOs from our Equities, Fixed Income and Private Market teams reveal how they plan to navigate these choppy waters and continue to uncover compelling investment opportunities.
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White papersTwin engines of change: China, India and Asia’s renewable transformation
The path to net zero runs through Asia. As the world accelerates efforts to decarbonise, China and India are emerging not only as critical players in the global energy transition, but also as engines of long-term economic growth in the region.
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WebinarWebinar replay - Sustainability in the age of Trump: Expert insights for investors
Chris Iggo (Chair of the AXA IM Investment Institute and CIO of AXA IM Core) Jane Wadia (Head of Sustainability, Core Products & Clients, AXA IM Core), Jamison Friedland (Senior Sustainability Analyst, AXA IM Core).
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White papersAdapting to shifts in a dynamic market
Private credit: Investment opportunities and US consumer credit
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White papersExposé
Once a year, the “Exposé” examines trends in the real estate sector in relation to overall economic development. In each issue, the magazine also features six outstanding properties from the real estate portfolio of Swiss Life Asset Managers.
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White papersData Center Investments: A 360-Degree View
Investment in data centers has increased dramatically, driven largely by explosive demand from generative artificial intelligence (AI) and the accelerating global reliance on digital infrastructure. As AI technologies advance, the need for larger, more energy-intensive facilities equipped with sophisticated infrastructure, such as high-performance graphics processing units (GPUs), continues to escalate, reshaping energy consumption patterns and influencing broader utilities and infrastructure markets. At the same time, the substantial power requirements and significant capital outlays involved in data center expansion present unique investment risks and opportunities across both public and private credit.
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Asset Manager NewsActis’ Skyline Brazilian transmission platform acquires assets to expand to 1,404km
Actis Long Life Infrastructure Fund 2 momentum continues, with fund now close to 50% deployed
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White papersIndian assets have long-term allure as global rivalries intensify
Equity investors will have to cope with greater trade protectionism and regional rivalry, delayed climate transition, and technological transformation in the next decade. In our 2025 Capital Market Assumptions – which examine long-term return expectations for 40 global asset classes – we see shifting dynamics across equity markets, characterised by strong earnings growth in select regions, tempered by valuation challenges.
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White papersThe Consumer Hangs In
Amid changing policy dynamics, fluctuating markets and swings in sentiment, the U.S. consumer has, so far, remained surprisingly resilient.
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White papersWill Smart Glasses Replace Smart Phones?
AI-powered eyewear offers a glimpse into the (not-so-distant) future. Growth investors, take heed.
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PodcastPortfolio Finance: The Evolution of Secondaries
In the latest episode of ION Influencers Fireside Chats, Ian Wiese joined Giovanni Amodeo to explore the evolution of the secondary market in private assets.
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White papersShow me the value: Investing in carbon removal, part one
New markets are emerging to enable institutions to invest in nature and potentially achieve sustainability-related objectives alongside key financial outcomes.
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White papersSovereign investors need to actively pick winners
Macro uncertainties and Trump’s policies will shape investment strategies in 2025
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White papersAlternative portfolio: The Red Thread – Private Markets – Edition May 2025
For decades, the 60:40 portfolio – 60% equities and 40% bonds – was the cornerstone of most investors. Yet, the traditional model is facing significant headwinds. Changing macroeconomic conditions, inflation uncertainty, and shifting equity-bond correlations have all questioned the reliability of this approach. In this context, alternative investments are gaining attention as an appealing complement to traditional strategies.
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White papersInfrastructure: The Red Thread – Private Markets – Edition May 2025
Infrastructure and the first 100 days of Trump
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White papersPowering the future
Interview on unleashing investment potential in low-carbon technologies
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White papersPrivate Markets, Edition May 2025: Our semi-annual insights into private markets
While the current market landscape remains fluid, increased macro uncertainty and unpredictable policy measures has led to heightened probability of a potential recession and turn in the credit cycle. Private credit markets are not immune to these challenges.
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White papersReal Estate: The Red Thread – Private Markets – Edition May 2025
On entering 2025, we expected a recovery in global real estate markets to gain momentum. The tariffs have created new uncertainty and will likely see a pause in transaction activity as investors take stock. We still expect positive returns this year, but slightly lower and driven by income. Residential looks most defensive and resilient.
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White papersPrivate credit: The Red Thread – Private Markets – Edition May 2025
The first one hundred days of the second Trump administration has been eventful to say the least. The announcement of impending tariffs on Mexico, Canada and China raised concerns of global trade war increasing the risk of recession. Some strategists have gone so far as to say a recession in the US is now a 90% probability. Naturally, this has investors on edge and private credit’s not immune to this speculation.
