All Risk Management articles – Page 3
-
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.
-
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?
-
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.
-
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.
-
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.
-
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.
-
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.
-
White papersAnnual Stewardship Report 2024: Consistency and resilience through change
Consistency and resilience through change
-
White papersSigns of a growing deficit attention disorder
Short-term risk-on distractions should give way to long-term economic reality.
-
White papersReal Estate: Uncovering Value Amid Uncertainty
Five years after the COVID-19 pandemic sent tremors through the real estate (RE) industry, we believe evolving market dynamics are opening more opportunities for well positioned investors across the sector.
-
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.
-
Research ReportAmundi’s Engagement Activity: Key 2024 Highlights
We have published our 2024 Engagement Report illustrating the tangible results of our proactive and constructive dialogue with companies aimed at driving positive change, promoting corporate accountability, and ensuring long-term resilience and sustainable returns for investment portfolios.
-
White papersActive Maintenance: A Dynamic Approach to Buy & Maintain Credit
Pensions and insurers must generate income to fund obligations, navigate de-risking journeys and integrate climate risk into investing frameworks. Allspring’s active buy and maintain (B&M) approach addresses these goals.
-
White papersFiscal reckoning: When do bond markets blink?
The era of fiscal complacency may be nearing its end. From Washington to Tokyo, bond markets are showing growing sensitivity to rising sovereign debt levels.
-
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.
-
White papersFed may do little in this push-me-pull-you market
Bond investors had plenty to consider during May as momentum shifted.
-
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.
-
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?
-
-
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.
