All Investors articles – Page 2
-
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.
-
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.
-
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.
-
White papersThe rise of AI-washing: what investors need to know
Artificial intelligence (“Al”) has become ubiquitous in today’s technological landscape. Whether it’s running algorithms that recommend streaming content, driving autonomous vehicles that navigate traffic, or even simply sorting an e-mail inbox, Al is undoubtedly a powerful tool that promises efficiency, scalability, and competitive advantage for modern technology companies. As a result, companies that focus on the enhancement of Al capabilities often garner heightened attention from investors seeking to capitalize on innovative new technologies.
-
VideoGemcast Episode 7: The emerging critical mineral challenge
In episode 7 of Gemcast, Viloshan Govender, Portfolio Manager at Gemcorp Capital, discusses the huge growth in demand for critical minerals, the key drivers behind this and the crucial role the emerging world has to play in meeting this. Drawing on his career journey he sheds light on the challenges investors face and how Gemcorp Capital is using its expertise to unleash this opportunity.
-
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.
-
White papersLooking past the chaos: the time for European real estate debt
The global commercial real estate market has undergone a profound transformation since mid-2022, with rising interest rates and macroeconomic uncertainty driving a significant repricing of assets—capital values have corrected by approximately 20–25% across Europe, creating one of the most attractive entry points for real estate debt investment in over a decade.
-
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.
-
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.
-
White papersInvestor protection thirty years after the PSLRA: a creeping immunity for corporate misconduct
Since the beginning of 2025, U.S. policymakers have been systematically rolling back investors ability to challenge corporate misconduct. The SEC has purported to limit institutional investors’ ability to propose matters for a shareholder vote, to engage directly with management on issues of concern, and even to access the courts to seek relief for fraud. In the race to attract more corporations to their jurisdictions, states such as Delaware, Texas, and Nevada have dramatically limited shareholders’ rights to govern corporations organized there.
-
White papersWhat makes a Qualifying Money Market Fund unique?
This document outlines what makes a fund ‘qualifying’ and why it’s worth considering a short-term sterling prime fund over bank deposits.
-
White papersThe Quality Quandary in European Equities
How can investors in high-quality companies overcome this year’s performance headwinds?
-
White papersMIM Q3 2025 Investment Grade Corporate Market Review and Outlook
MetLife Investment Management’s investment grade corporate credit platform delivered strong results in Q3 2025, supported by resilient investor demand, renewed appetite for duration and the Federal Reserve’s pivot toward rate cuts. Quarterly issuance reached $397 billion — 23% above the four-year average — with September’s $214 billion total ...
-
White papersSelectivity drives outperformance in Europe
The analysis emphasizes that in the current European real-estate climate, careful asset selection and opportunistic positioning are key — outperformers are likely to emerge not by broad market exposure, but through selective, disciplined investment strategies.
-
VideoChina Equity Q4 2025 report: The rewards of a disciplined and dynamic approach
When we launched our China Equity Strategy in July 2022 it was during a tough period for the asset class. However, we did not just see risks, we saw opportunities. Despite various headwinds, we saw enduring potential in a market that remains one of the most dynamic in the world – and that conviction has been rewarded.
-
White papersPrivate Markets 2026 Outlook
Learn the views of our private markets experts. Mobilising new sources of capital and democratising private markets.
-
White papersEquities 2026 Outlook
Learn the views of our equities CIO and key portfolio managers. One big, beautiful world – or a correction ahead?
-
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.
-
White papersHow Banks and Private Markets Are Redefining Credit
The U.S. banking industry is entering a new era in which regulated banks and private lenders are increasingly intertwined. We believe this trend will continue to open attractive opportunities for dynamic allocation across the credit spectrum.
-
White papersSeptember jobs report: Finally, some data
The report provides updated labour-market data (non-farm payrolls etc.) reflecting underlying economic and employment trends in the U.S., which have broader implications for CRE demand and overall real-estate fundamentals via consumption, income and employment stability
