All Investors articles – Page 6
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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?
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White papersInvesting amid era-defining tech change and an expensive U.S. dollar
TIAA shares their outlook on the Federal Reserve’s rate-cutting cycle, strategic positioning amid dollar headwinds, and emerging opportunities driven by AI’s transformative impact on energy infrastructure and data centers, while navigating geopolitical risks and real estate recovery in an era of innovation and uncertainty.
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White papersHow can insurers position credit portfolios amid higher risk and uncertainty?
Insurers face a challenging credit landscape, with spreads near historic tights and limited dispersion. As uncertainty persists, strategies focused on credit quality, liquidity, and spread duration are gaining traction. Evolving regulations and underutilised asset classes, like high-quality structured credit, offer new opportunities to strengthen portfolios and enhance long-term resilience.
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White papersDivergence calls for diversification: Asia’s investors look to Europe
Over more than a decade, many Asian countries have looked beyond their own borders for long-term investment opportunities, with significant amounts of capital being directed towards the US. This year we note that Asian investors are increasingly aiming at rebalancing their portfolios, with European assets deemed as an attractive alternative.
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White papersBeyond politics: Unlocking the value of diversity and inclusion
While recent political pushback has seen diversity, equity and inclusion (DEI) slip down the agenda, we believe there are still significant opportunities for investors in this area. Thembeka Stemela-Dagbo, Sustainable and Impact Equities Fund Manager, explores the key reasons for investors to promote DEI, and the potential risks of failing to do so.
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White papersThe Cost of Inaction: Physical Risk & Adaptation
The cost of underestimating climate change is mounting. We examine the risks to agriculture, utilities, insurance and real estate through eroded asset values and increased volatility and consider how investors can react.
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White papersMIM Q3 2025 Private Credit Quarterly Review and Outlook
MetLife Investment Management originated approximately $11.5B across private credit markets in Q3 2025, driven by strong investor demand and disciplined execution across corporate private placements, infrastructure debt and asset-based finance. Activity remained diversified across sectors, supported by attractive spreads, stable credit fundamentals and an improving interest rate outlook. ...
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White papersIn the public versus private debate, who’s winning?
Private markets have increasingly captured investor attention over recent years. However, public markets still dominate most portfolios. Here, the chief investment officers (CIOs) of M&G Investments debate the merits and drawbacks from choosing one over the other.
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White papersThe Search for Goldilocks
Moving into the final quarter of the year, investors face a series of questions around key macroeconomic variables that will define the growth and risk asset outlook for 2026, and hope that the balance will get things “just right.”
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White papersLiquidity: Looking on the bright side
Trump’s pressure on the Fed notwithstanding, the money markets have much to celebrate.
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White papersAlternative realities: Behind the headlines of the private markets megatrend
Alternative investments have transitioned from peripheral allocations to central pillars of institutional and private wealth portfolios. Amid persistent inflation, rising interest rates, and global uncertainty, investors are questioning the viability of traditional 60/40 portfolios. The shift is driven by the need for diversification, durable yield, and reduced reliance on public markets. Structures like multimanager platforms, evergreen formats, and curated fund-of-funds are enabling broader access. Private market AuM reached USD 11.7 trillion in mid-2022, with private wealth expected to contribute up to USD 1.3 trillion by year-end. The focus is now on how best to allocate, not whether to do so.
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White papersReconciling Prime Market and Fund-level Returns
The strong long-term correlation between our usual European prime market returns and European fund-level returns provides a solid basis for testing whether we can use prime market returns to project fund returns.
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White papersInvestment Update: Focus on mid-rent homes
“The demand for mid-rent homes in the Netherlands is higher than ever,” says Peter Koppers, Director of Investment Management, in Achmea Real Estate’s latest Investment Update. “Mid-rent offers starters and middle-income households access to affordable and good-quality housing, often in locations where work and amenities are close by. There are opportunities here for institutional investors: the combination of a stable return and a demonstrable social contribution makes this segment particularly attractive.”
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PodcastThe ABCs of Asset-Based Credit
Asset-based credit is reshaping the private credit landscape, offering investors new ways to diversify portfolios with the potential to capture higher yields amid market volatility. As banks pull back from certain lending markets and consumer behaviors evolve, asset-based credit stands out for its short duration, high yield, and low correlation to corporate credit.
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White papersEquities Broaden Out, at Last
This quarter has seen a further broadening in the equities story that has unfolded since the start of the year. Future bouts of market volatility are expected, but this story is unlikely to fade.
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White papersPerspectives Financial Markets
Perspectives Financial Markets provides comprehensive coverage of the latest financial market developments, offering in-depth analysis of global trends and market developments.
