Latest White Papers – Page 44
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White papersCan Argentina reboot its crisis-ridden economy? EMD report Q2 2025
President Javier Milei has implemented a severe austerity package which has helped tame the country’s chronic inflation crisis.
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White papersYour guide to money market funds
What is a money market fund and who uses them and why? This helpful guide provides the basics.
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White papersAlternative portfolio: The Red Thread – Private Markets – Edition May 2025
For decades, the 60:40 portfolio – 60% equities and 40% bonds – was the cornerstone of most investors. Yet, the traditional model is facing significant headwinds. Changing macroeconomic conditions, inflation uncertainty, and shifting equity-bond correlations have all questioned the reliability of this approach. In this context, alternative investments are gaining attention as an appealing complement to traditional strategies.
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White papersInfrastructure: The Red Thread – Private Markets – Edition May 2025
Infrastructure and the first 100 days of Trump
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White papersPowering the future
Interview on unleashing investment potential in low-carbon technologies
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White papersSustainability in the age of Trump: Why investors should focus on reality, not rhetoric
Global temperatures continue to rise, extreme weather events are becoming ever-more frequent, the environment continues to be degraded – and yet the narrative has altered.
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White papersEuropean equities: resilience amid global trade tariff turmoil
At the beginning of 2025 we were “all in” for markets. But the bond market bear steepening was a dangerous signal. The meaning became clear: the dollar, which typically benefits from disruptions to global trade, has fallen and the US equity market, usually more insulated from trade shocks than Europe, has underperformed.
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White papersPrivate Markets, Edition May 2025: Our semi-annual insights into private markets
While the current market landscape remains fluid, increased macro uncertainty and unpredictable policy measures has led to heightened probability of a potential recession and turn in the credit cycle. Private credit markets are not immune to these challenges.
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White papersEM Sovereigns Amid U.S. Tariff Policy Resiliency Study – May 2025
During periods of external shock like the Global Financial Crisis (2008) or COVID-19 (2020), the macro variables that impact EM sovereigns can change suddenly and dramatically, necessitating a rethink of our credit views. We believe that the recent shift in U.S. policy could be another such shock causing serious ...
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White papersPrivate credit: The Red Thread – Private Markets – Edition May 2025
The first one hundred days of the second Trump administration has been eventful to say the least. The announcement of impending tariffs on Mexico, Canada and China raised concerns of global trade war increasing the risk of recession. Some strategists have gone so far as to say a recession in the US is now a 90% probability. Naturally, this has investors on edge and private credit’s not immune to this speculation.
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White papersRe-evaluating core equities: the forgotten space
Core equities are regaining attention in 2025 as a balanced way to manage volatility and capture opportunities beyond narrow mega-cap leadership. Active strategies offer key advantages over passive in a shifting market.
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White papersWater Risks: An Investor’s Guide to Navigating Sustainable Water Management
Water security represents a critical challenge for the world: how to address too much, too little and too-polluted water. In this paper, we advocate a new approach to managing water risks, aimed at securing better outcomes for communities, companies and investors.
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White papersO’Connor Global Multi-Strategy Alpha Monthly Letter: Historic shift in US trade policy
We are witnessing what we believe to be one of the most historic shifts in US trade policy, fundamentally altering market volatility and asset allocation. Investors are questioning American exceptionalism and the sustainability of US financial asset outperformance, following years of increasing allocations and notable outperformance in the US. The shift in sentiment and related flows are leading to pronounced market movements and redirecting investor focus.
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White papersETFs: A core-satellite approach
Exchange traded funds provide an effective and efficient way of implementing core-satellite portfolios. We explain why, and how investors can benefit from such an approach.
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White papersWhen quality counts
The last few years have presented many challenges for investing with an active approach and sustainability focus.
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White papersMateriality Matters: The ESG Factors That Count
The materiality of ESG factors differs across sectors and markets. Investors need to understand how.
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White papersExploring Asset-Based Finance: Funding the Real Economy
A growing market segment offers diverse opportunities for private lenders and investors.
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White papersFinding the Sweet Spot in the Private Equity Capital Stack
“Capital solutions” has become a catch-all moniker within private markets, leaving many asset allocators to scratch their heads as to what these funds actually do and the risks they take.
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White papersFrom Liberation Day to Independence Day
Business confidence needs to improve to restart U.S. investment and growth—could the forthcoming tax bill provide the impetus?
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White papersEmerging Markets: Finding Opportunities amid the Global Economic Reset
US policy changes look daunting—but emerging markets still have upside.
