All Investors articles – Page 4
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White papersGlobal equities overcome obstacles, remain in rally mode
Global equities delivered solid third-quarter results in 2025, with emerging markets leading non-U.S. benchmarks through nine consecutive positive months while U.S. shares rebounded from April’s tariff-driven selloff with the S&P 500’s best September since 2010. Despite diverging monetary policy, the Federal Reserve cutting rates to support a softening labor market while the ECB and BoJ held steady, equities rallied amid trade concerns and shifting earnings expectations. A broadly neutral stance balances growth-oriented U.S. technology stocks benefiting from AI with more defensive positioning in dividend growers, global infrastructure and utilities, which offer attractive income, lower volatility and exposure to rapidly expanding energy demand despite elevated valuations in some market pockets.
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White papersComfortable being uncomfortable: Maintaining conviction
As an investor, you need to have an edge that allows you to build solid performance – if you don’t know what that edge is, or how to articulate it, you’ll likely deliver the same returns as everyone else
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White papersHome away from home? Europe and APAC living sectors’ appeal amid US uncertainty
Amid economic fluctuations and fraying geopolitical ties, investors are reassessing their reliance on US assets. The unfolding ‘great rotation’ shifts attention toward Europe and Asia-Pacific, where the resilient residential or ‘living’ sectors within the real estate market present appealing returns in uncertain times. With secular tailwinds in housing supply and student mobility, Noura Tan asks, can these markets lead the way toward future growth?
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White papersThe Nuance in Net Zero
Effective measurement of progress toward net-zero alignment has never been more important to investors and companies that have adopted net-zero ambitions.
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White papersTurning waste into wealth: The strategic role of biomethane in a net-zero future
Biomethane is rapidly emerging as a cornerstone of Europe’s energy transition—offering a rare convergence of climate alignment, energy sovereignty, waste management, and economic resilience. In a geopolitical context shaped by the Russia–Ukraine war, volatile fossil gas markets, and the European Union’s 2040 climate targets, biomethane presents a unique infrastructure-ready solution. Produced from organic waste streams such as agricultural residues and animal effluents, it is chemically identical to fossil gas and compatible with existing infrastructure—making it deployable at scale without costly retrofits.
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VideoPortfolio Finance: 101
In this animated explainer video, we unpack what portfolio finance is, why it’s gaining traction, and how it’s helping investors tap into private markets with flexibility, diversification, and downside protection.
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White papersHow can investors lean into blended finance structures: demystifying credit enhancements
Blended finance structures are key to deploying catalytic capital coming from public, philanthropic, and private sector sources. The combination of the three allow for investors to pool essential capital meeting sustainable or development financing needs (e.g., SDGs, NDCs) in Emerging Markets and Developing Economies (EMDEs).
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White papersLots of game left as we enter the fourth quarter
Bond markets have been in ‘white out’ mode recently.
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VideoDefining and refining the lower mid-market opportunity
In this video series, Brooks Harrington, CIO, Federated Hermes Private Equity, explains why the lower-mid market offers investors some of the industry’s most compelling opportunities.
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White papersWhat do we know about retail responsible investors?
The Amundi Investment Institute, in partnership with Crédit Agricole du Languedoc, the University of Montpellier, and Montpellier Business School (MBS), has forged a unique collaboration dedicated to advancing our understanding of individual investors’ financial preferences and needs. This partnership combines academic rigor with practical insights from the financial industry, creating a rich foundation for exploring the evolving landscape of retail investment behavior.
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White papersFrom niche to core: Asset-based finance emerges as a driving force as private debt markets continue to evolve
Asset-based finance is capturing the attention of institutional investors – from pension schemes to insurers – thanks to its diverse risk-return drivers and its growing role as a strategic building block in investors’ portfolios.
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White papersYield Convergence Reshapes Portfolio Strategy
Yield differentials across asset classes have narrowed to historic lows, reshaping portfolio risk and opportunity. In this context, diversifying allocations and locking in higher fixed income yields offers a more compelling risk-reward for multi-asset investors.
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White papersAI in investment research
As the investment landscape evolves, the integration of artificial intelligence (AI) technologies with human cognitive processes emerges as the next frontier in investments.
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White papersSolid foundations: The case is building for infrastructure equity
In this article Viktor Dietrich, Research Director for infrastructure, venture capital and natural capital, revisits the case for investing in European infrastructure equity. He suggests reasons why small-to-mid-sized opportunities should feature prominently on investors’ radar.
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PodcastRate Expectations: Reading the Macro Tea Leaves and Why it’s Critical for Income Investors
How can investors navigate the complexities of today’s economic environment while maintaining a long-term perspective? Sandra Rhouma, AllianceBernstein’s European economist, emphasizes the importance of maintaining a calm and steady approach to economic forecasting that sifts through the noise and is focused on the global economy’s long-term trajectory.
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White papersHow Factor Investing Is Changing: Three Structural Shifts
Factor investing has long been a cornerstone of systematic portfolio construction, particularly within the ETF ecosystem. In European UCITS ETFs, its relevance has grown significantly: factor ETF assets have reached over USD 80 billion and have now surpassed those in sector ETFs, signalling a structural change in investor behaviour. Still, they represent only about 5% of the overall UCITS market . A key driver behind this trend is the rise of equal-weighted investment strategies, which have become a simple and efficient tool for investors to navigate current market challenges, now accounting for roughly a quarter of all factor allocations.
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White papersEmerging market debt: investing at the cutting edge of global change
The emerging market debt (EMD) asset class has expanded dramatically over the past 30 years, when it consisted of a small set of countries in Asia, EMEA and Latin America. At the inception of JP Morgan’s sovereign index in 1995, there were eight countries with USD government bonds included. The investible universe now consists of 109 countries with bonds issued in hard and local currency by governments, quasi governments and corporates.
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White papersDo you want to track—or do you want to lead?
In an era of benchmark concentration and high performance dispersion, investors face a fundamental question: track the market, or target outperformance by adding active risk that may lead to underperformance?
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White papersReframing China: Why It’s Time to Rethink China Exposure as “AllChina”
For decades, global investors have treated China as a fragmented market: Mainland China as emerging, Hong Kong as developed, and Macau as too small to matter. This divide reflected the 1997 “one country, two systems” framework that granted Hong Kong a high degree of autonomy. But that separation is increasingly obsolete.
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White papersNeo-clouds With Gold AI Linings
Last month, U.S. President Donald Trump brought together 33 of Silicon Valley’s most influential leaders to address a burgeoning challenge: How to meet insatiable demand for data-processing power in the age of artificial intelligence?
