Latest White Papers – Page 10
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White papersEmerging from Behind the Scenes: Finding Income Further Afield
Can investors tap the potential of developing world debt without taking too much risk? Liz Bakarich says yes.
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White papersU.S. Economy: All Noise and No Signal?
Although the government shutdown has officially ended, economic observers and market participants have had over 40 days with virtually no official economic statistics from the government. Moreover, government data will likely still be affected even after the government reopens due to interruptions in the data collection process. The shutdown itself is expected to distort the data, as a significant number of federal workers saw no paychecks, reduced spending and filed for unemployment benefits (that need to be repaid).
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White papersAI breakthrough in diagnosing heart disease
Heartflow has become the first FDA-approved AI algorithm for diagnosing cardiac diseases, marking a major milestone in healthcare innovation.
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White papers2026 European Outlook - Navigating The Winds of Change
With inflation now close to central banks’ target levels, financial markets are not expecting any further rate cuts in the Eurozone. Increasing levels of government debt, US trade policy uncertainty and remaining inflation concerns continue to weigh on the bond markets and limit the chances of government bond yields’ tightening.
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White papersESG Thema COP30: Climate finance state of play and investor implications
From November 10th to November 22nd 2025, the 30th Conference of the Parties of the UNFCCC, more commonly referred to as COP30, was held in Belém, Brazil. This was the first COP ever hosted in the Amazon region, and it was the second most attended COP after COP28 in Dubai. This conference is the largest annual international meeting on climate organized by the United Nations, since 1992: government representatives come together to attempt to agree on action for the climate crisis. With time, the conference has gathered also financial actors, corporates and civil society, with commitments going beyond policy making.
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White papersWhy invest in sustainably managed timberland?
Unlock the potential of timberland investing. Discover how sustainable timberland investment can offer attractive risk-adjusted returns, reliable income, and real asset diversification—while acting as a proven inflation hedge investment. As awareness of the social and environmental benefits of natural capital investing grows, learn how timberland can support both financial performance and positive ecosystem impact.
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White papersLeaning in: December macro and asset class views
Market volatility has picked up of late, which was bound to happen at some point after an almost straight-line move upward in equity markets since mid-April. The recent bout of volatility has coincided with consternation on the outlook for Fed easing and increased scrutiny on the return on investment from AI-related capital expenditures.
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White papersBlueprints for enduring value: The case for private equity
Today’s global investment landscape has rarely been more complex and changeable. Geopolitical realignment, trade tensions, and other policy shocks, are combining with AI, the energy transition, and other disruptive forces to create a volatile investment environment.
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White papersMacro brief: Ten talking points on Japan for 2026 and beyond
The October election of Japan’s first female prime minister promises to bring greater dynamism to society. All eyes are now on Sanae Takaichi’s focus on more expansionary fiscal and monetary policies.
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White papers2026 Emerging Markets Outlook
We believe there is room for rebalancing in emerging markets, which remain meaningfully under-owned and undervalued relative to their weight in the global economy.
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White papersFriendvesting: the new architecture of investment in a fractured world
For decades, institutional investors constructed global portfolios with a primary focus on economic fundamentals-growth prospects, sectoral trends, and market efficiency. Geography mattered, but mainly as a source of diversification: emerging versus developed markets, Asia versus Europe. Geopolitics, when considered at all, was the preserve of sovereign wealth funds and the occasional risk manager. That era has ended.
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White papersMarket data: the strategic imperative for institutional investors
In today’s interconnected financial ecosystem, market data is not just an operational necessity, it’s a strategic asset. It’s the foundation for analytics, indices and execution strategies. For institutional investors managing large-scale portfolios, the ability to access, interpret and act on accurate data is critical to maintaining performance and mitigating risk in volatile markets.
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White papers2026 Outlook: Direct Lending
In this Q&A, Orla Walsh explores the themes, trends and risks shaping direct lending—underscoring the importance of separating signal from noise as the market navigates the year ahead.
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White papersPrivate credit’s evolution
The private credit market has experienced remarkable growth, reaching $1.7 trillion in assets under management and 13% annual growth since the 2008 financial crisis. Rather than signalling a bubble, this expansion represents the evolution of a maturing asset class, offering institutional investors compelling opportunities for those who can navigate its increasing complexity.
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White papersThe rise of AI-washing: what investors need to know
Artificial intelligence (“Al”) has become ubiquitous in today’s technological landscape. Whether it’s running algorithms that recommend streaming content, driving autonomous vehicles that navigate traffic, or even simply sorting an e-mail inbox, Al is undoubtedly a powerful tool that promises efficiency, scalability, and competitive advantage for modern technology companies. As a result, companies that focus on the enhancement of Al capabilities often garner heightened attention from investors seeking to capitalize on innovative new technologies.
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White papersCorporate law showdown: the battle for incorporation supremacy in the United States
Well over half of Fortune 500 companies are incorporated in Delaware, owing to its business-friendly reputation and its Court of Chancery-a respected authority on corporate law, with well-developed and predictable case law that gives investors confidence. Beyond being the most common state of incorporation, Delaware is where shareholder rights are most frequently tested, with hundreds of fiduciary duty suits litigated annually in its Court of Chancery As a result, Delaware produces a body of precedent that sets the standard nationally concerning shareholder litigation and directly affects investors in U.S. public companies. For European institutional investors holding billions in U.S. equities, this means Delaware litigation has historically been the most reliable avenue to secure recoveries and governance reforms.
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White papersPlaying the Long Game Amid Risk Market Turbulence
Among the factors driving equity market swings recently and since summer, monetary policy – and very recently, the fear of a misstep in monetary policy – has been particularly powerful.
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White papersLooking past the chaos: the time for European real estate debt
The global commercial real estate market has undergone a profound transformation since mid-2022, with rising interest rates and macroeconomic uncertainty driving a significant repricing of assets—capital values have corrected by approximately 20–25% across Europe, creating one of the most attractive entry points for real estate debt investment in over a decade.
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White papersQ4 2025 Global Trends and Tactics
Global private real estate markets are experiencing a significant turnaround, with values climbing for five consecutive quarters and total returns turning positive across all 21 tracked countries in Q2 2025, marking a decisive end to the 2022-2024 correction. Transaction volumes have surged to $739 billion over the trailing year—a 19% year-over-year increase—while real estate debt markets present compelling opportunities as lending risk diminishes, though tighter pricing reflects intensifying competition for quality assets. Read the full report to explore the data driving this global recovery and understand the investment landscape ahead.
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White papersAI investment drive calls for diversification
“Worries about extreme valuations in US mega caps call for a diversified approach into areas and sectors which are supported indirectly by AI, but more reasonably priced.”
