All Risk Management articles – Page 8
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White papersWarsh appointment: Inflation sets the early agenda
Kevin Warsh’s tenure as Federal Reserve chair begins amid heightened market scrutiny as investors grapple with renewed inflationary pressure. Stronger‑than‑expected April CPI reinforces the case for patience, even as the new chair has expressed comfort looking through one‑off price pressures. However, the Fed’s consensus decision‑making structure and the drift of core inflation away from target both suggest policymakers may hold off on cuts and keep policy unchanged longer than anticipated. For investors, the risk is rising that it will be 2027 before they see any further policy easing from the Fed.
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White papersAfter the Annuity: Managing the Effects of Pension Lift-Outs
Annuity purchases are popular and effective ways for U.S. corporate pensions to derisk balance sheets through a pension risk transfer (PRT). The average corporate pension has been fully funded since 2022, and plans have taken advantage of their improved funded status and higher interest rates to engage in record levels of PRTs.
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White papersIncome-generating real estate strategies in an uncertain world
In a risk-averse macro environment, investors are prioritising income stability. LaSalle Investment Management’s debt and core equity leaders across Europe and North America discuss where and how capital can be deployed to target reliable returns.
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White papersWhen lending starts to look like equity
Private credit has rarely attracted as much attention as it does today, with increasing scrutiny around how risk is building across the asset class.
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White papersCan Value Stocks Offer Resilience to AI Disruption?
Value companies tend to either benefit or buffer as AI uncertainties play out.
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White papersFive Timely Opportunities in Today’s High-Yield Market
As market conditions shift, opportunities stand out.
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White papersWhat Does Higher Inflation Mean for the US Economy and Fed?
With inflation rising, consumers are feeling the pinch and the Fed is weighing its options.
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White papersQuality within risk: strategic credit positioning in a resilient economy
In today’s environment of tight spreads and shifting macro crosscurrents, where you invest within below-investment-grade credit matters just as much as whether you invest at all. Nuveen’s latest outlook breaks down why structural quality improvements in high yield, compelling dispersion in senior loans, and the income potential of preferred securities are creating real opportunities for active managers willing to be selective. If below-investment-grade credit is part of your portfolio conversation, this is a timely read. Explore the full paper here.
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White papersApril CPI report: Fed easing is becoming increasingly unlikely in 2026
After an extended period of cooling inflation, the impact of the Middle East conflict is driving a reacceleration in prices. Headline inflation rose 0.6% in April, lifting the annual rate to 3.8% and approaching a three-year high. Similar to March, energy was the largest contributor, accounting for over 40% of the increase. The more notable development in today’s report, however, was the upside surprise in core inflation, which excludes food and energy.
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White papersBetter together: Unlocking stronger results across the housing sector
U.S. housing isn’t a monolithic market—but a complex ecosystem segmented by geography, income and demographics.
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White papersInvesting across the AI supercycle
Artificial intelligence is no longer just a technology story — it is a capital cycle reshaping how economies are built, financed, and powered for decades to come. Nuveen’s latest paper makes the case for why the AI supercycle demands a cross-asset approach, spanning equities, credit, private markets, and real assets, and explains how investors can align growth, income, and inflation protection objectives across the full AI value chain. If you’re thinking about how to position portfolios for what comes next, this is an essential read. Explore the full paper here.
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White papersWhy private equity matters: From financial engineering to building better businesses
Private equity has a richer and more instructive history than most clients realize, and understanding that history changes how they think about the asset class today. In this installment of The Lead Left, Churchill’s Randy Schwimmer traces private equity’s evolution from family-funded deals before World War II through the leveraged buyout era to today’s operationally driven approach, and explains why that journey matters for evaluating managers in the current environment. If you’re building client confidence in private equity allocations, this is a compelling place to start. Explore the full piece here.
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White papersPricing nature: carbon and biodiversity credits explained
Carbon and biodiversity credits are often discussed together as tools for pricing nature. This can give the impression that they perform a similar role in investment strategies. In practice, they price fundamentally different things, behave differently in markets and should be treated accordingly by investors.
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White papersPrincipal Well-Being Index: Optimism among businesses in short supply
Macro uncertainty amid a series of shocks has led to a decline in confidence in both the business and broader economic outlook. Moreover, despite limited direct global exposure, these shocks have made small businesses grapple with the same macro pressures long faced by larger firms. Helping buffer these concerns, however, are relatively resilient underlying fundamentals, which should reduce the risk that these anxieties translate into broader economic weakness.
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White papersApril jobs report: Solid gains support a Fed holding pattern
The April employment report showed a significantly stronger-than-expected 115,000 gain in payrolls. This was bolstered by a positive revision to last month’s even stronger gain. Strong payrolls and a still-low unemployment rate demonstrate the labor market’s resilience despite the ongoing energy shock, easing concerns about recessionary conditions. Moreover, with wages trending lower, the risk of an inflationary spiral remains low, providing the Fed with some breathing room.
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White papersEmerging markets after Iran shock: AI, oil and market dispersion
Emerging markets continued their resurgence in early 2026, only to be tested by renewed geopolitical shocks. As AI leadership, oil disruption and policy credibility pull markets in different directions, performance has become increasingly uneven. We explore why emerging markets’ resilience is now defined by dispersion and what that means for investors.
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White papersAI meets behavioural finance: smarter tools for retail investors
AI techniques are increasingly being used in retail investor analysis and advisory tools. By capturing complex non-linear relationships and incorporating unstructured data such as text and images, they can better reflect the multiple factors that drive investor behaviour.
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White papersMDT: How we seek to enhance our alpha model
Elegance is an essential part of the process.
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White papersChina’s Blueprint: What the 15th Five-Year Plan Means for Global Investors
The Trump-Xi summit will dominate the news. China’s 15th Five-Year Plan could prove the more consequential signal for global investors.
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White papersPrivate Credit and BDCs: Why the Sell-Off Tells an Incomplete Story
We believe the private credit market is much more diverse—and resilient—than the recent focus on corporate direct lending and BDCs would suggest.
