All Investors articles – Page 5
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White papersSecuritised Products Reform: Unlocking Value for Insurance Companies
Proposed EU reforms represent a comprehensive overhaul of the securitisation regulations that, if implemented, would reduce regulatory burdens and lower capital requirements.
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White papersPre-COP30 Investor Outlook: Key Themes for Belém
The 30th United Nations Conference of the Parties (COP30) is likely to deliver incremental rather than transformative progress, as most countries remain misaligned with the Paris Agreement and net-zero pathways.
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White papersNavigate today’s markets for tomorrow’s outcomes
Amid economic and demographic shifts, investors are encouraged to stay focused on long-term goals, using diversified portfolios and disciplined retirement strategies to navigate short-term volatility and build future resilience.
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White papersInvesting in unstoppable trends
Early in my career as an equity analyst covering newspapers and the Internet, I learned a valuable lesson.
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White papersGlobal Outlook 2026
We expect that growth will be modestly positive throughout 2026. The wealthier strata of consumers continue to spend, supported by the strong market valuations and stability in the labor markets.
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White papersPowering the digital age: Data center trends and opportunities
The piece highlights the accelerating demand for data centers as critical infrastructure in the digital economy, pointing to potential long-term real-estate growth driven by technological adoption, cloud demand and structural shifts in real-assets use.
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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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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.
