All Investors articles – Page 8
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White papersPension Funds Letter 24 - A rebooting world: Decoding the changing pension landscape
June marks the return of the annual Amundi World Investment Forum. As multiple conficting and contradictory global factors converge, this year’s event explored how these are resetting world dynamics and how investors can adjust.
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White papersWhy security is a durable investment theme
Against a backdrop of war in Ukraine and the Middle East, as well as a global trade war, nations are redefining their relationships with allies, rivals and trading partners to bolster their national security.
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White papersRenewed threats to the Fed’s independence
Political pressure now threatens the Fed’s operational independence, prompting sharp market reactions—including a surge in long-term yields, a weaker dollar, and elevated volatility—which underscores the crucial role of central bank autonomy in maintaining market confidence and stability.
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PodcastFrom Forecasts to Facts: Revisiting 2025’s Investment Themes
With 2025 marked by heightened uncertainty, shifting fiscal policies, and volatile market swings, investors are eager to understand which trends have held up—and which have not. As we cross the year’s midpoint, Neuberger Berman’s senior investment leaders reconvene to assess the predictions made in our annual “Solving for 2025” outlook.
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White papersThe reality of risk: Unearthed opportunity in growth equity impact
Growth equity impact supports enterprises poised to solve critical societal and environmental challenges. Concerned about an emerging funding gap, M&G Investments has partnered with Phenix Capital Group, a leading global impact investing consulting group, to explore the reasons this gap exists and the implications. Combining M&G research with the Phenix Impact Database, we present a data based analysis of this critical issue.
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White papersPositioning for tomorrow: Top 10 with… Interview with Edoardo Rulli
The hedge fund industry has entered a new chapter. Against a backdrop of elevated volatility, macroeconomic divergence, and shifting liquidity conditions, investors are increasingly turning to hedge funds as a potential source of resilience and return.
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White papersGlobal equities rally despite major headwinds
Global equities delivered strong results in the second quarter of 2025. Non-U.S. benchmarks generated double-digit gains, led by emerging markets (EM), with returns amplified by a weakening U.S. dollar. U.S. equities overcame a steep decline in early April following the Trump administration’s Liberation Day announcement of tariffs on U.S. trading partners.
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White papers2025 Alternative Credit insights: Advancing diversification
The alternative credit market has seen significant growth since the Global Financial Crisis (GFC), and the increasing appetite for asset classes beyond direct lending demonstrates investors looking for similar growth stories in other markets.
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White papersRedefining Dividend Dynamics for Equity Income Investors
Income-seeking equity investors don’t need to sacrifice growth to capture the power of dividends.
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White papersAnnual Stewardship Report 2024: Consistency and resilience through change
Consistency and resilience through change
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VideoWhat sets quant apart from traditional investors?
In this video, Daniel Mahr explores the divide between traditional stock picking and algorithm-driven strategies.
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White papersSouth Korean stocks soar on governance reform hopes
Revision to the Commercial Act is part of efforts to tackle the so-called ‘Korea Discount’.
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White papersEM in trade finance: unmet demand and alpha potential
Emerging markets provide an ideal investment environment for trade finance, connecting underserved areas with a vital source of alternative capital, while potentially offering investors a compelling mix of risk and return.
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White papersEuropean real estate market outlook Q3 2025
Reindustrialisation in Europe offers a structural play for investors to source new opportunities. We discuss the outlook for European real estate.
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White papersThe Current Opportunity in REITs
Discover why global REITs, despite recent underperformance, present a promising investment opportunity as macroeconomic conditions shift and valuations hit historical lows, positioning them for potential gains.
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White papersBond markets lean into income as growth moderates
As global trade tensions persist and economic growth moderates, fixed income markets face both challenges and opportunities. While tariff-related uncertainty continues to weigh on growth prospects, historically attractive yield levels across fixed income sectors offer compelling entry points for investors. The U.S. Federal Reserve and other global central banks are poised to implement rate cuts, creating a supportive environment for fixed income returns despite ongoing market volatility.
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White papersWhy REITs Can Escape Trade Uncertainty
With over 25 years of experience managing real estate through every kind of market cycle, Hazelview Investments knows where to look when conditions get tough. Our latest whitepaper, Why REITs Can Escape Trade Uncertainty, unpacks why real estate investment trusts remain one of the few asset classes built for resilience in a high-volatility, high-risk landscape.
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VideoFive Great Themes for Long-Term Equity Investors
Headlines might suggest that there’s a lot of risk in the world, but for a long-term investor, there’s also a lot of opportunity. [Here are] five things that you can think about.
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White papersWhy UBS Core Fixed Income ETFs for today’s market?
UBS Core Fixed Income ETFs offer yield, flexibility, and clarity – key traits for navigating today’s complex market landscape.
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White papersHow private credit is proving its worth in a volatile environment
Geopolitical events and macro uncertainty are creating challenges for income investors. But with many different assets to choose from, how could private credit offer the flexibility and diversification benefits they seek?
