All Investors articles – Page 6
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VideoThe AI toolbox
Damien Zhang and the MDT team look at artificial intelligence as a toolbox, not a black box. From large language models to machine learning, the team pick and choose the right tools to sharpen their investment process.
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White papersOil and gas: The case for higher returns
Oil and gas companies have historically delivered modest returns despite a favorable environment – averaging just 10% over 30 years. Now, rising political volatility, climate litigation, and competition from clean technologies have increased the risks for the sector. Yet, companies are targeting the same returns. Investors must demand more.
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PodcastThe Muni Opportunity
Municipal bonds have been one of the more active corners of the fixed income market this year. Near-record levels of new issuance have outpaced demand amid uncertainties stemming from shifts in the policy landscape.
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White papersInfrastructure CLOs: 101
Infrastructure CLOs are reshaping how institutional investors access essential, income-generating assets—offering a scalable, risk-adjusted entry point into the infrastructure debt market.
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White papersSecondaries Spotlight: Up, Up & Away
With deal volumes projected to hit $230 B in 2025, the secondaries market is booming. Growing investor demand, new capital sources and scalable structures are creating compelling opportunities—though sustained growth will hinge on continued capital access.
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PodcastInfrastructure Debt: From Opaque to Opportunity
Orhan Sarayli, Head of North America for Barings’ Global Infrastructure Debt group joins Streaming Income to discuss the evolving opportunity in infrastructure debt.
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White papersDigital Infrastructure Equity: Why Scale Isn’t Everything
Small-scale digital infrastructure, especially edge data centers and bulk fiber platforms, is emerging as an increasingly attractive and undervalued opportunity. These assets can offer critical infrastructure characteristics, inflation protection potential and value retention, with speed, flexibility and resilience needed in a rapidly evolving digital world.
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White papersThe Coming Slowdown in Growth and Liquidity: What It Means For Investors in 2H 2025
We believe twin slowdowns in economic growth and global liquidity could weigh on various risk assets in the second half of 2025.
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White papersA spirited return to Asia and China: A multi-asset strategy could help manage risks and deliver more precise outcomes
While investors have seen highs and lows in trade tariff negotiations in the past few months, after selloffs from the initial shock, markets in China and more broadly Asia got back on track and have quietly delivered strong performance this year so far.
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White papersBack to school: campus capital backed by muni bonds
Higher education institutions face unprecedented challenges from demographic shifts, federal scrutiny and infrastructure needs. Municipal bonds provide essential financing that enables these institutions to build state-of-the-art facilities, maintain competitive campuses and secure operational liquidity.
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White papersMo’ Money, Mo’ Problems
With the debt ceiling no longer an issue, the Treasury is set to increase issuance to raise the cash balance in the general account. Treasury intends to use more bills instead of coupon financing. This shift in strategy may pressure the Federal Reserve to adjust its portfolio, which currently holds a much lower proportion of bills than the overall Treasury market. July saw a record $27.7 billion in tariff revenue, yet tariffs remain a minor part of federal government receipts.
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Asset Manager NewsHelsinki light industrial assets added to Slättö’s portfolio
Slättö continues to execute on its successful light-industrial roll-up strategy across Sweden and Finland. In its latest transactions in Finland, Slättö, through its logistics and industrial platform Evolv, has acquired seven light industrial properties in four separate transactions. The newly acquired Finnish properties are flexible multipurpose assets in strong locations along the main highways in the Helsinki Metropolitan Area (HMA).
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White papersShow me the value: Investing in carbon removal, part two
In this article, we explore the different types of carbon credits, the development of the markets on which they are bought and sold, and how institutions can use them to achieve their investment and sustainability goals.
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White papersPlatform wars: How competition could reshape China’s gig worker economy
China’s vast army of gig workers is the backbone of the country’s digital economy, powering consumption and logistics infrastructure. Despite offering flexibility and opportunity, the gig economy also presents challenges such as weak labour protection and income insecurity.
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White papersGlobal Emerging Markets Equity Outlook H2 2025
Despite various headwinds, we see compelling opportunities in emerging markets (EM), particularly for quality and growth-oriented investors.
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VideoWhat’s next for Asia ex-Japan?
Jonathan Pines, Head of Asia ex-Japan, explores the bright spots emerging across the region. What’s driving the team’s approach as they look to H2 and beyond? Selective positioning in China’s A-share market, momentum from recent South Korean governance reforms, and a tactical underweight to Taiwan are all anchoring our outlook.
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White papersWheels of fortune
The threat of US tariffs has disrupted supply chains for car manufacturers while regulatory uncertainty over emissions fines poses other challenges. Which companies are in pole position to benefit? Lisa Lange, Justin Bazalgette and Shoa Hirosato assess a market in flux.
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White papersRisks and resilience: H1 2025 European loan market review
Whilst public equity markets saw significant volatility in the first half of the year, the European loan market was relatively stable. However, during the second half of 2025, both risks and opportunities lie ahead for investors.
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White papersWhen risk is underpriced, quality is all the more valuable
Continued tight yield spreads are challenging high-yield investors.
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VideoNew name, same philosophy: (Re)introducing: Global SMID Equity Engagement
The Fund may have changed its name – but nothing fundamental has changed. In this video, we explain why the philosophy, objectives and process behind Global SMID Equity Engagement all remain the same.
