All Risk Management articles – Page 2
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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
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White papersInfrastructure CLOs: 101
Infrastructure CLOs are reshaping how institutional investors access essential, income-generating assets—offering a scalable, risk-adjusted entry point into the infrastructure debt market.
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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 papersIn Choppy Waters, Gold Remains a Firm Anchor
The sudden threat of U.S. tariffs on gold bars took markets by surprise—and reaffirmed our enduring investment case for gold.
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White papersFitting the Puzzle Pieces Together
A pivotal week for economic data, earnings, trade and tariffs has provided support for our constructive medium-term view on the fundamentals of risk markets, although the second half of 2025 will pose challenges with some anticipated softening in the economy and lingering uncertainties around inflation, policy and geopolitical risk.
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White papersRethinking emerging market debt: A changing risk landscape
Recent turbulence emanating from the US has demonstrated a change in attitudes. Despite evident volatility, the dollar weakened, contrary to what would typically be expected in times of stress. The perception of risk between emerging markets and developed markets are no longer black and white. So, are investors now rethinking emerging markets?
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White papersMoment of clarity: August macro and asset class views
There’s a well-worn investing cliché that “markets hate uncertainty.” While often repeated, it’s somewhat tautological – uncertainty is intrinsic to investing, and a wider distribution of outcomes naturally demands higher risk premia. What’s less mentioned, however, is the inverse: markets love a reduction in uncertainty, even when the resolution of that uncertainty is not ideal.
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White papersResearch Agenda 2025/26: Paving the Way for Continued Innovation in the AB UK Target Date Funds
Every year AB’s DC team sets out its research priorities for the coming 12 months. The research findings pave the way for enhancements to our DC TDF ranges across investments, product development and client reporting. What’s new for 2026?
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White papersPublic Engagement Report Q2 2025
The Q2 Public Engagement Report from EOS at Federated Hermes Limited explores key challenges and opportunities for the automotive sector, the growing threat posed by AMR, and trends from the North American and European voting seasons.
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White papersLooking beyond the headlines: Climate investing can unlock opportunities and diversifications
The election of Donald Trump may have been accompanied by significant media and political narrative around climate initiatives, but many institutional investors continue to assess the extent to which their portfolios are exposed to climate risk, or conversely, whether alpha opportunities exist in investing in companies providing solutions to climate risk.
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White papersIncreased Transition Risk Premium Based on Higher Costs & Better Data
The latest data on temperature and sea level rises confirm that climate change continues to advance. Despite reduced emissions from both the EU27 and the US, global emissions growth continues. These trends might push the Paris accord target of 1.5 degrees by 2050 out of reach when we consider all industries and countries.
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White papersGlobal Risks 2025 Midyear Update
In our Global Risks 2025 Midyear Update, our Macro Strategy team outlines four key topics that could shape investment conditions ahead—from tariffs and trade tensions to monetary policy shifts and the U.S.-China relationship. The update provides key macroeconomic forecasts across the U.S., Eurozone, UK, Japan and China—plus timely insights on fiscal stimulus, inflation risks and geopolitical fragilities.
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White papers2025 Alternative Credit insights: Advancing diversification
The alternative credit market has seen significant growth since the Global Financial Crisis (GFC), and the increasing appetite for asset classes beyond direct lending demonstrates investors looking for similar growth stories in other markets.
