All Investors articles – Page 8
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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.
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White papersThe Red Thread for alternatives – Edition July/August 2025: Our monthly insights into alternatives
The trade situation in the US has developed, with more trade deals being negotiated. The agreement between the US and the EU imposes a 15% tariff on most European imports to the US, which is lower than the 20% originally proposed on ‘liberation day’ in April. Moreover, the US economy has held up well so far, showing strong growth in 2Q25, more than reversing the decline in 1Q25, which had been driven by a jump in imports ahead of tariffs.
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White papersCLOs in focus: Opportunity amid uncertainty
Himani Trivedi, Head of Structured Credit at Nuveen, shares her thoughts on how CLO markets are faring amid market volatility from Trump’s tariff policy and highlights how experienced managers can find value across the CLO capital structure.
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White papersTariffs take the headlines, clarity wins the war
Markets responded cautiously to the recent EU-U.S. trade deal. While the 15% tariff on European exports appears to favour the U.S. in the near term, we believe the removal of trade uncertainty outweighs the tariff impact and marginally improves the outlook for European growth and investment. For global investors, the agreement reduces geopolitical tail risks, offers clarity for key sectors and sets the stage for more stable economic conditions in the euro area. This is particularly relevant in a period where policy divergence and fiscal execution remain in focus.
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White papersWhy investors are turning to emerging market equities amid US perma-volatility
Amid shifts in US policy, emerging markets from South Africa to South Korea are garnering increased investor interest. Explore how advantageous currency trends and governance reforms are presenting compelling avenues for those looking to diversify beyond US-focused strategies.
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White papersExploring non-fund investments in private real estate
Heightened market volatility and macro uncertainty present both risks and opportunities. Adverse economic cycles, market dynamics, and geopolitical shifts weigh down property values and rental income. When these risks and liquidity constraint persist, market dislocations often lead to compelling opportunities.
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White papersIn Conversation – Unlocking opportunities in private equity
Despite a challenging market, private equity still has much to offer – especially to investors with access to the most compelling opportunities. Here, our private equity experts explore how private equity and venture capital markets are evolving in Europe and highlight the key investment trends ahead.
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White papersRethinking emerging market debt: A changing risk landscape
Recent turbulence emanating from the US has demonstrated a change in attitudes. Despite evident volatility, the dollar weakened, contrary to what would typically be expected in times of stress. The perception of risk between emerging markets and developed markets are no longer black and white. So, are investors now rethinking emerging markets?
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White papersTaxable municipal bonds: sunny side of the street
Market conditions present a compelling entry point for taxable municipal bonds. Yields remain historically attractive, driven by heavy issuance and federal policy uncertainty, while a steepening yield curve offers opportunistic duration extension. Looking ahead, reduced summer issuance, combined with strong reinvestment demand and robust fundamentals, should create favourable conditions, potentially offering a sunnier disposition heading into fall.
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White papersIs It Time to Revisit Emerging Market Equities?
EM equities have faced significant headwinds over the past decade, but recent developments suggest a turning point may be in progress. So far, 2025 is proving to be promising, as EM equities have delivered double-digit absolute returns and have outperformed developed market equities.
