Latest White Papers – Page 28
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White papersO’Connor Global Multi-Strategy Alpha Monthly Letter: An energy transition inflection point
As we pass the halfway mark of 2025, the energy transition landscape has undergone significant transformation. US policy shifts under President Trump – including the One Big Beautiful Bill Act (OBBB), executive orders supporting nuclear and clean energy, and broader deregulation – have reshaped global energy dynamics.
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White papersCredit at a Crossroads: Finding Value in Europe’s Landscape
In today’s market environment, we believe European leveraged loans and high yield bonds present a compelling investment case.
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White papersChina Bonds: Diversification potential beyond the Dollar
Strategic Allocation in a Shifting Global Paradigm: UBS (Lux) Bond SICAV – China Fixed Income (RMB)
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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 papersA partnership to deliver breadth and depth on India equity
Why we are collaborating with HDFC Asset Management Company on an India strategy
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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 papersInvesting for change: China’s world-leading electric vehicle industry
As many countries attempt to phase out fossil fuels, electric vehicles (EVs) have become ubiquitous – and China is leading the way. Sitting at the intersection of technology, sustainability, and global growth, the Chinese EV sector is an emblem of China’s global ambitions.
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White papersStrategy Outlook – Unified Global Alternatives - Hedge Funds Third Quarter 2025
Trump’s “Liberation Day” tariffs set global equity markets off to a volatile start in Q2 but they ultimately finished the quarter strongly positive as deals were negotiated and uncertainty eased. UGA HF Broad Based Diversified and Broad Based Neutral strategies generated positive performance during the quarter, with gains predominantly driven by Equity Hedged and Trading strategies, while Credit / Income and Relative Value strategies contributed smaller profits.
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White papersEquities: All Eyes on the Fed
Political pressure, changing personnel and a complex mix of macroeconomic data in recent weeks have renewed the focus on the Federal Reserve and its policy direction. Compared to the bond markets, equity markets seem to be taking these developments in stride.
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White papersSolvency II: Opening New Securitization Lanes for Insurers
Revamped insurance regulations could bring securitized investments back into play.
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White papersUnlocking idiosyncratic alpha: Quick takes on capital markets
In an environment shaped by volatile macro trends, focused active stock selection—so-called idiosyncratic alpha—offers a resilient source of outperformance. Managers who can identify opportunities beyond broad market movements are best positioned to build robust, long-term portfolios.
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White papersHigh Yield: When Boring Is Better
Elevated yields and conservative balance sheets are helping high yield stay resilient amid trade uncertainty.
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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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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 papersCracking the code: Quant Investing’s Secret to Finding Alpha
The magnificent 7 accounted for over 50% of S&P 500 gains in 2024. Today, valuations arguably look stretched.
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White papersReal estate: the global opportunity
The original private markets asset class: how real estate is evolving and going global in institutional portfolios
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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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White papersGiving due importance to mental wellbeing
Many people are affected – directly and indirectly – by the issue of mental health, and this has been particularly apparent over the last few years amid the pandemic and the cost-of-living crisis. Against this backdrop, the Global SMID Equity Engagement* team engaged with about 60% of the portfolio during 2024 on this topic.
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White papersSAR’s in their eyes: the turning tide in UK water utilities
With news emerging that the government may appoint an administrator for Thames Water, something Premier Miton’s Fixed Income team forewarned, attention turns to the broader UK water sector. Once plagued by underinvestment and excessive debt, the tide appears to be turning. Improved allowed returns from Ofwat, fresh equity injections into key players, and the anticipated Cunliffe review signal a more investible future.
