All Risk Management articles
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PodcastHybrid Capital Solutions for Private Assets: A conversation with David Lyon
David Lyon, Managing Director and Head of Capital Solutions at Neuberger, was a recent guest on the podcast Capital Allocators with Ted Seides, where he spoke on hybrid capital solutions for private assets.
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White papersInsurance outlook: Managing change is business as usual
We live in a fast-changing world, where organisations need to adapt in order to thrive – and this is especially true for insurance companies. Insurers are impacted by economic cycles and fundamentals, but unlike many other sectors, they must also navigate financial market risks and ongoing developments in regulatory frameworks. In the current fluid environment, agility and risk management are key.
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White papersIlliquidity premia in private debt Q3 2025
Having crunched the data, our private markets research team looks at how evolving macro conditions are impacting private debt returns.
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PodcastLive Long and Prosper: How to Target a Happy Retirement
Saving for retirement poses increasing challenges in an ever-changing financial landscape. In this episode, Karen Watkin talks with Elena Wang, a Portfolio Manager at AllianceBernstein, who says investors need to adopt a flexible and diversified approach to retirement savings, considering both growth and risk management.
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White papersThe income conundrum (and a potential solution)
The Federal Reserve (Fed) has resumed its rate-cutting posture after a lengthy pause. While we expect the easing cycle’s impact on the economy to be beneficial, lowering rates comes at a cost: many savers who depend on income-oriented financial instruments will have challenges meeting their living expenses.
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White papersDefault shockwaves: short‑term pass, medium‑term wake‑up call
Tricolor Holdings is a subprime auto-lender and used-car retailer, focused on borrowers with weak credit histories. It filed for Chapter 7 liquidation in September. The episode could involve up to $10 bn of claims and more than 25,000 creditors.
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White papersCRE credit distress: More cycle than crisis
This analysis argues that while stress in CRE credit markets has increased, the deterioration appears more cyclical than systemic — actual distress remains contained, supported by stable underwriting standards and resilience in core debt markets.
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White papersLessons from First Brands and Tricolor
While idiosyncratic issues seem to have driven these recent corporate failures, they serve as a reminder of the importance of credit risk as the cycle matures.
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White papersRebalancing Risk, Repositioning for Opportunities
After a couple of remarkably resilient quarters for the global economy and markets, the Asset Allocation Committee (AAC) maintains confidence in its overall medium-term outlook for growth and risk assets in parallel with applying more targeted exposure across asset classes and regions.
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White papersCapturing the European Risk Premia Dislocation
When the facts change, we change our minds. The ‘liberation day’ sell-off increased the value proposition of non-U.S. markets, particularly in Europe and Asia. This is no longer the case.
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White papersParis Climate Agreement: Why the investment case remains strong
There has been increasing negative sentiment against climate change mitigation and broader sustainable investing in 2025, most notably from the second Trump administration in the US. However, we believe the case remains strong for investors aiming to align with the goals of the Paris Agreement.
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White papersNavigating volatility: The rise of Cboe Credit Index Futures in a transforming bond market
In an era defined by macroeconomic uncertainty and digital transformation, credit futures are revolutionizing how investors manage risk and access liquidity. Cboe® Credit Index Futures were designed to mirror the liquidity and structure of popular credit ETFs and have seen record adoption in recent years. This growth reflects a broader transformation in how investors manage credit exposure, hedge risk and optimize capital allocation.
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White papersEmerging markets: The answer to more than one question
Investing often begins with a question. Precisely what that question is, however, will be determined by a range of factors – your appetite for risk, your investment philosophy or, perhaps most importantly, your time horizon. For example, if you’re comfortable making short-term calls on asset allocation and believe you possess the gift of timing the market, you might start by asking:
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White papersDo you want to track—or do you want to lead?
In an era of benchmark concentration and high performance dispersion, investors face a fundamental question: track the market, or target outperformance by adding active risk that may lead to underperformance?
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White papersAlternate routes: The Fed’s moves and implications for stocks, bonds and beyond
While the path ahead for the economy and markets remains uncertain, compelling fundamentals emerge across asset classes, from traditional and alternative credit sectors offering attractive yields to opportunities in U.S. large cap stocks, real estate and infrastructure, with insights spanning the Fed’s policy implications, key economic indicators, asset class positioning, portfolio construction themes and actionable investment ideas.
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VideoThe MDT factor: How MDT is different from traditional fundamental and quant equity strategies
Scott Conlon, Investment Director, MDT Advisers, breaks down how MDT sets itself apart from traditional fundamental and quant equity strategies – offering a data-driven, dynamic edge.
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White papersThe Cost of Inaction: Physical Risk & Adaptation
The cost of underestimating climate change is mounting. We examine the risks to agriculture, utilities, insurance and real estate through eroded asset values and increased volatility and consider how investors can react.
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VideoInvesting in a changing China
With policy support picking up but uncertainty still in play, Sandy Pei, Lead Portfolio Manager, China Equity, shares how the team are navigating risks and uncovering value across the country.
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White papersMacro Monthly The Fed: Now and Later
It’s not easy to be Chair Powell – or any Federal Open Market Committee member – right now. Tariffs and slower immigration have put the dual mandate in tension, forcing judgment calls about how to balance labor-market downside against inflation and inflation expectations upside. At the same time, intense pressure from the Trump administration to ease aggressively – including threats and actions to remove FOMC members – raises risks to individuals in the near term and, over time, to the institution’s independence and credibility.
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White papersEngagement Case study: ANTA Sports Products
How we engaged with a China-based sportswear company
