Latest Manager Research – Page 26
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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 papersMIM Short Duration Commentary Q3 2025
MetLife Investment Management’s Q3 2025 Short Duration Quarterly Commentary provides an informed look at how shifting macro and sector trends shaped short-term fixed income strategies.
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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 papersEuropean Commercial Real Estate Market Overview
Europe’s commercial real estate market is entering an early recovery phase, supported by easing inflation, potential monetary policy shifts, and growing investor interest in resilient sectors such as logistics and residential.
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White papersU.S. Commercial Real Estate Market Overview
The U.S. CRE market shows early signs of stabilization, with improving fundamentals and more balanced supply–demand dynamics after a period of repricing and tighter financing conditions.
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White papersStablecoin: extending the reach of money into the digital era
By combining the payment efficiency of blockchain technology with the value stability derived from being pegged to the world’s reserve currency (USD), stablecoins have emerged as a monetary invention that some believe could revolutionise the financial world. While other countries are promoting stablecoins denominated in their own currencies, the recent passing of the GENIUS Act marks a major milestone: it represents an explicit endorsement from the US government that could push stablecoin development and adoption into high gear.
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White papersRetail parks and urbanisation: investing in the future of cities
Urbanisation is one of the defining forces of our time. As cities grow denser and more complex, pressure on infrastructure intensifies – particularly in retail. Consumers increasingly demand speed, convenience, and flexibility in their shopping experience, and urban environments must adapt to meet these expectations.
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White papersMulti-Asset Investing Comes to the Fore
The economy and risk assets seem to be telling a conflicting story. In this environment, we believe there’s no better time to be taking a multi-asset approach to investing.
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White papersLaSalle’s European Cities Growth Index 2025
This year marks the 25th edition of the European Cities Growth Index, where we rank Europe’s cities on expected real estate demand growth, incorporating new factors on defence, climate, and energy in this edition.
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White papersKey considerations for investors in European real estate debt
There are a number of considerations institutional investors should bear in mind when selecting investments and structuring European real estate loan positions, including market dynamics, sponsor quality, asset fundamentals and investment structuring. Many of these can impact the risk and return dynamics and must be factored into thoughtful portfolio construction.
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White papersGold is on track for a strong year
Gold prices set new record highs recently above $3,700 per ounce and are on track to deliver returns above 40% this year, the strongest yearly performance since 1980. This stellar performance follows already strong gains in 2023 and 2024, and compares with the long-term average annual return of around 6.0%.
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White papersModern warehouses driving the next phase of industrial growth
Modern logistics and warehouse assets are leading global industrial growth, with demand supported by e-commerce, supply-chain resilience, and limited new development creating room for rent recovery.
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White papersGlobal SMID Equity Engagement Report: A focus on responsible AI
This report outlines why – in light of the rapid developments in AI and the early-stage adoption across industry – we have chosen to purposefully scale up our AI-related engagement efforts with a range of companies, particularly in the software space.
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White papersThe end of exorbitant privilege? EMD report Q3 2025
Fast-developing economies are transforming global markets.
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White papersOur new AI assessment of engagement sentiment
The Global Equity ESG team outline how they are using AI to elevate their engagement discourse to uncover a more nuanced view of company trajectories.
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White papersWhen down is up and South is North: Trade finance and tariffs
Tariffs continue to dominate headlines, drawing the focus of policymakers, businesses and consumers alike. These trade barriers, often enacted to shield domestic industries, can have profound effects on global commerce. A well-structured trade finance strategy offers investors the potential ability to seize these emerging opportunities.
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White papersIndex investing and Dr. Frankenstein’s creation
Something changes when the benchmark takes on a life of its own.
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White papersThe US SMID revival: Why this quiet rotation matters
After years of anticipation, the long-awaited rotation into US small and mid-caps (SMID) is finally gaining traction. Charlotte Daughtrey, Investment Director - Equities, explains why the second half of 2025 presents a rare convergence of macroeconomic, policy and market forces - creating a compelling opportunity for investors.
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White papersFive reasons tariffs have not wrecked the US economy
Turmoil in financial markets over US tariffs has died down in recent weeks, mostly because the headlines have moved elsewhere and the economic effects of tariffs are only coming in gradually. But now that we have some relevant data to examine, it is worth assessing where we are in the rapidly changing global trade environment, the effects so far, and where we may be headed.
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White papersThe case for industrial development in the next cycle
With fundamentals normalizing and construction pipelines easing, selective industrial development is poised to outperform in the next cycle, particularly for high-quality, well-located assets.
