All Risk Management articles – Page 3
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White papersPassive in Name Only: The Active Bet Within Your Equity Index
Broad-market benchmarks have gone all in on the AI theme. Do equity investors really want to make that bet?
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White papersPrivate Credit: An Emerging Silver Lining
Careful deal selection and attention to risk can help investors capitalize on recent market turbulence.
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White papersInsurance Midyear Outlook: Finding Value in Tight Markets
A multifaceted perspective is critical for a full understanding of opportunity and risk.
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White papersAI and Alpha: Why Technology Alone Won’t Be Enough
AI may be the next big alpha engine—but access alone won’t create a lasting edge.
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White papersFour charts that expose market concentration risk
Since ChatGPT launched in 2022, some AI-related stocks have soared to record highs despite elevated inflation, sweeping tariffs and war in the Middle East. A small group of companies now make up an outsized share of the US market, pushing concentration to levels not seen in decades.
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White papersPositioning portfolios for the next world order
The global operating system is being re-wired. Strategic rivalry is back, self-interest is back, and the institutions built to manage a more cooperative world are visibly straining. None of this is sudden. The pressures have been building since the Global Financial Crisis, but their impact on markets is becoming harder to ignore. For investors, the result is a more fragmented, policy-driven world in which outcomes are more uneven and less predictable, and in which resilience matters more than ever.
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White papersHedge Fund Outlook H2 2026
Hedge fund (HF) performance remained strong in H1 2026. Industry alpha also stayed elevated. The quality of HF returns, combined with investors’ search for diversification and the headline noise surrounding private assets, has continued to attract flows into the industry.
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White papersWhen safe isn’t safe
Artificial intelligence is real, powerful, and beginning to reshape the economy. What is yet to be determined, however, is whether financial markets have pulled forward too much of this future too quickly, and into too narrow a set of stocks. As AI becomes the dominant market narrative, the distinction between revolutionary technology and durable investment return rarely mattered more.
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White papersFarmland beyond the narrative - PREA article: Resilience, risks, and repositioning across market cycles
Since the early 1990s, US farmland has established itself as a durable and stable component of real asset portfolios, demonstrating resilience through multiple macroeconomic shocks. Its long-term appeal is rooted in capital preservation, relatively steady returns, and reliable cash flows, supported by essential-goods demand, constrained supply, and strong linkages to inflation.
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White papersRotations are playing out
In US equities, recent weeks have shown that despite low market volatility, single stock volatility is rising, as investors increase scrutiny. Market expectations for the upcoming earnings season are high, leaving the market vulnerable to some fragility in case of disappointment.
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White papersFixed income: Resilient, but more selective
Fixed income enters the second half of the year in a relatively strong position, though the path forward has become less certain. Yields remain attractive, and fundamentals are broadly stable, but tighter spreads and shifting policy expectations are leaving less room for surprises. The result is a market that still offers opportunity, but one where outcomes are increasingly shaped by how well investors navigate changing conditions rather than broad market trends.
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White papersInnovation through imitation - Using the full toolbox for smarter infrastructure investing
Innovation in infrastructure investment models – particularly co-investments – is helping institutional investors close allocation gaps in this fast-growing asset class.
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White papersSolving for 2026: Mid-Year Scorecard
At the halfway point of 2026, Neuberger’s investment leaders review the five key themes we identified heading into the year: what we got right, what we got wrong, and what to watch for going forward.
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White papersPrivate credit is not one market: why European allocators need a more precise lens
Private credit has moved from a niche allocation to a structural component of European institutional portfolios. Over the past 15 years, the global market has more than tripled in size, far outpacing the growth of the public credit universe.
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White papersShifts, myths and monoliths: A clearer view on private debt
Private debt has come under increased scrutiny in recent months. But attention has focused on a relatively small corner of a vast and varied asset class. Here, we set out some of the biggest myths surrounding private debt and explain why the evidence does not support them.
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White papersM&G London Climate Action Week Event
At London Climate Action Week 2026, M&G Investments convened institutional investors, consultants and regulators to discuss climate implementation. Participants emphasised pragmatic execution over target-setting, tailored approaches to climate objectives, the growing importance of physical climate risk and adaptation, and balancing fiduciary responsibilities with long-term climate ambitions in an increasingly fragmented transition.
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White papersEquity Outlook 3Q 2026: Broadening Earnings Growth Meets Elevated Volatility
We believe the market will continue to rally—driven by broadening earnings, not multiple expansion—though the grind higher may be bumpier as risk mounts.
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White papersThe Rise and Rise of Private Debt for Insurance Investors
Private debt keeps gaining ground in insurance portfolios for many reasons.
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White papersInvesting in a ‘Low Trust’ World
Geopolitics shapes the backdrop for policy and business decision-making. It influences fiscal and industrial policy, public spending, inflation and interest rates. It shapes choices companies make, thereby affecting trade routes and supply chains too.
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White papersFallen angels are outpacing rising stars – Should investors worry?
Over the past 12 months, the number of fallen angels has exceeded the number of rising stars for the first time since 2021. What does this signal and how can high yield investors take advantage of it?
