All Investors articles – Page 2
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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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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.
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White papersThe Beige Book Goes into the Red as U.S. Growth Stalls
We remain cautious about the economic outlook. Consumer spending and the labor market remain stable in aggregate, but both qualitative and quantitative indicators related to business output and business uncertainty give us pause. Indices from the Institute of Supply Management (ISM) show weakening activity with rapidly increasing input ...
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White papersMaking Europe great again: A new era for value investing?
After years of underperformance, European equities are outperforming their US counterparts this year. We explore what’s making European markets great again – and discuss why we believe the emergence of a new positive story for Europe could offer opportunities for value investors.
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White papers2025 Mid-Year Global Investment Outlook The Bell Can’t Be Unrung: Finding Opportunity in the Midst of Uncertainty
Uncertainty aside, global opportunities are taking shape for those who know where to look.
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White papersReimagining the single market: part one
With transatlantic trade hostilities to its west and the emergence of huge and dynamic economies to its east, Europe faces challenges largely undreamt of when the European single market was launched more than three decades ago. As the BRICS have risen and the US has powered ahead, Europe’s share of the global economy has declined. Today, its companies struggle to match the strength and scale of their American and Asian competitors.
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White papersThe Fed’s strategic pause: the calm before the cuts
In its June meeting, the U.S. Federal Reserve maintained current interest rates, pointing to ongoing tariff-related uncertainties. Nevertheless, the Fed indicated that two rate reductions remain probable before year-end.
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White papersEurope’s regulatory balancing act
As economic pressures mount and global competition intensifies, calls for deregulation in Europe have been amplified. Massimiliano Castelli and Lucy Thomas argue that policymakers should focus on regulatory outcomes, and not expect deregulation to be a panacea.
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VideoDirect Lending: Key Takeaways from SuperReturn International
In this interview from SuperReturn International, Tyler Gately and Stuart Mathieson discuss their takeaways from the conference and explore the key themes driving direct lending markets today—from slower M&A activity to navigating economic and geopolitical uncertainty.
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White papersA bitter pill: what tariffs could mean for pharmaceutical firms and the wider healthcare industry
The US government’s proposal to impose tariffs on pharmaceutical imports has ignited a complex debate, intertwining economic, healthcare, and geopolitical considerations. While the initiative aims to bolster domestic manufacturing and reduce reliance on foreign supply chains, it also raises concerns about drug affordability and availability, and has broader implications for the healthcare system.
