All Risk Management articles
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White papersIt’s quant. But not as you know it
MDT’s approach uses rigorous, supervised processes powered by advanced algorithms and robust risk management. But repeatability, transparency and the human touch are the key factors.
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White papersQ1 2025 Taxable Municipals Market Review and Outlook
Q1 returns in the taxable municipal market were strong—but not for the reasons you might expect. While falling Treasury yields boosted performance, policy-related risks and technical pressures raised questions about where valuations go from here.
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White papersFed may do little in this push-me-pull-you market
Bond investors had plenty to consider during May as momentum shifted.
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VideoRiding the storm
In our latest video insight, Steve Chiavarone, Head of Multi-Asset Group, breaks down how we’ve steered through the recent market turbulence, shares his insights on what markets may do next, and reveals the opportunities we’re eyeing in a shifting landscape.
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PodcastStop Guessing Tomorrow: Insights on Long/Short Strategies
Volatility and uncertainty are rewriting the rules of investing, challenging investors to think differently about managing risks and seizing opportunities. With heightened risks from rapidly evolving policies and concentrated market sectors, how can long/short strategies empower investors to navigate these dynamics? And what role does active management play in capturing opportunities and mitigating risks?
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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 papersInfrastructure debt – Broad opportunities, but risk must be managed closely
Investor appetite for infrastructure debt is proving to be robust in the face of a challenging fundraising environment for private markets. Vincent Guillaume and Stephanie Passet, Co-heads of Infrastructure Debt, argue for a disciplined approach to risk tolerance.
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White papersWhy short duration bonds may offer attractive opportunities in 2025
There has been an increase in appetite for short duration bonds over the last three years. Short duration can be utilised to meet a range of investor outcomes. We expect short duration to offer more opportunities than further up the curve in 2025.
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White papersThe curious case of rising US Treasury yields
A number of factors are likely prompting the move.
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White papersDiversions Ahead: Finding Resilience in the Next Chapter
The US economy is resilient and appears to have reached a healthy equilibrium, but US policy shifts are on the horizon and may alter the balance.
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White papersISA Briefing: Elections everywhere, all at once: Geopolitics and risk
Roughly 60% of the world’s population lives in countries facing major elections in 2024, markets representing 65% of the institutional investable real estate universe. Elections are, of course, the cornerstone of the democratic process, which in turn underpins the appeal of the most transparent, investable markets; that said, elections come with the possibility of policy changes that may impact returns.
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White papersNavigating climate risk: Solvency II revision, stress tests and strategic adaptation
A critical challenge: climate change represents a major challenge for insurers, driven by the increasing frequency of natural disasters and the need to manage risks associated with the transition to a low-carbon economy.
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White papersHarnessing climate data: Advancing data analytics to better integrate physical risks and opportunities
Climate change is no longer a distant, theoretical threat. The impacts are already being felt today with severe societal and financial consequences. And while we have seen an improvement in climate-related financial disclosures over the last decade, particularly regarding transition risks, corporate reporting on physical risks, both acute and chronic, remains limited, incomplete and inadequate.
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White papersA Return to Uncertainty
We believe that even though 2025 is off to a rough start, firms and consumers will continue to adapt, and growth will stabilize over the year. Many of the negative impacts of lower activity in the beginning of the year (weaker consumer spending, weaker consumer confidence and high imports to front-run tariffs) are idiosyncratic and have the potential to be offset in subsequent quarters, resulting in overall growth that is healthy, albeit weaker than 2024.
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White papersRecession risks: Weighing policy uncertainty and market volatility
The U.S. economy faces pressure from tariffs, slower growth, and high valuations, unsettling markets and investors. A recession isn’t inevitable, though—strong consumer and corporate balance sheets and possible Fed support could help. While risks have grown, a recession shouldn’t be seen as the base case, but it also shouldn’t be ruled out.
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White papersRebalancing Act: Rethinking Growth Versus Value
Heading into 2025, a handful of mega-cap tech companies had tilted the U.S. public equity markets meaningfully into growth territory. Recent gyrations have revealed the potential risk in such positioning, and offered yet more evidence for why we believe it is time to rebalance portfolios by increasing exposure to value.
