All Strategies articles
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White papersIt’s Time to Take Another Look at Core Fixed Income
In a higher-yield, volatile rate environment, core fixed income once again plays a central role in portfolios. In the current investment environment, core fixed income may provide attractive income, the potential for price appreciation, a focus on capital preservation and a valuable offset to the risk of more volatile assets such as equities.
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White papersMeeting climate targets: A more complex journey
As climate transition pathways become more fragmented, institutional investors are shifting from broad ambition to practical implementation. With 2030 targets drawing closer, investors need more flexible frameworks, broader portfolio tools and stronger governance to balance climate objectives with return, liquidity and real world constraints to navigate a more complex environment.
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White papersAviation Leasing: Looking Beyond the Fuel Price Shock
Stress for airlines may be opportunity for lessors.
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White papersEmerging Market Debt: Why it Belongs in Your Investment Portfolio
No longer a niche exposure, emerging market debt has become a key allocation that offers income, diversification, and a growing role in investment portfolios.
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White papersMulti-Asset Investments Views: Don’t look back in anger
From a financial market perspective, the Iran war closely resembles previous geopolitical shocks: a sharp but short‑lived sell‑off followed by a rapid and near‑complete recovery in risk asset prices.
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VideoHow does MDT’s investment approach respond to geopolitical risk events?
MDT chooses discipline over reaction in the face of market shocks.
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VideoAlternative Credit: Unlocking alpha with quality and diversification
Alternative credit is evolving, with strategies increasingly focused on credit protection, diversification, and capturing an illiquidity premium. Watch Borja Azpilicueta, Head of Capital Solutions, discuss the role alternative credit can play in portfolio construction.
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WebinarWebinar: Geopolitics and the US midterms
Watch political economist Matt Miller and Reagan Anderson, SVP of government & regulatory affairs, take a look at election‑year markets.
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White papersLong-term asset allocation – A resilient world
For all the shocks following the inauguration of Donald Trump as US president, the word most often used when discussing the economic outlook has been ‘resilience’. Neither US tariffs nor war have been able to derail global growth. Forecasts by the International Monetary Fund for economic growth over the next five years are largely unchanged.
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VideoWhat Role Can Emerging Markets Debt Play in Institutional Portfolios?
Emerging markets debt (EMD) has grown significantly in breadth and depth over the past two decades, creating a more diverse opportunity set for institutional investors. Against a backdrop of changing trade dynamics, shifting commodity prices and divergent country fundamentals, the panel explores the role of careful selection, active management and bottom-up research when assessing the asset class.
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White papersWhy technology is the cornerstone of European strategic autonomy
As Europe aims to grow its economy while safeguarding its own interests, it is placing greater focus – and investment – in areas ranging from defence and manufacturing to energy, food and health. There is one sector, however, that stands out as the cornerstone of European strategic autonomy: technology.
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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 papersSystematic Active Fixed Income Turns 2
Systematic Active Fixed Income’s (SAFI) first two years reinforce the power of our investment process also demonstrating how SAFI can complement fundamental active managers given low alpha correlations. Read more about the 2-year SAFI experience at State Street.
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White papersThe vital role of fixed income in strengthening European autonomy
In an uncertain market environment, fixed income is once again taking centre stage. With inflation expectations, policy paths and regional divergences shifting rapidly, investors are increasingly looking for solutions that can deliver both stability and income. In this context, an active fixed income approach can offer a compelling answer: one that combines discipline, flexibility and the ability to respond quickly to changing market conditions.
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White papersMeasuring engagement: How to move from passive engagement to active influence
Stewardship is evolving. For years, engagement was assessed by volume – the number of meetings held, letters sent or companies contacted. Today, asset owners and asset managers are asking a more demanding question: did engagement make a difference? In the near future, however, asset owners and asset managers might have more tools to assess engagement quality and additionality, explains Francois Humbert.
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White papersCLO equity insights: Thinking fast and CLO
CLO equity offers a classic example of short- versus long-term thinking. Investor dialogue and market research often emphasize short-term conditions, such as arbitrage spreads or near-term credit sentiment. But, in our view, this underappreciates the compounding impact of long-term optionality in the structure.
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White papersTaking an absolute return approach to convertible bond investing
Applying an absolute return approach to investing in convertible bonds has historically provided steady returns for investors across various market cycle: returns remained resilient during, for example, the COVID pandemic and the Ukraine war. Even now, with the Iran conflict, this approach has continued to be a safe heaven.
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VideoMulti-Asset Views: Potential opportunities through diversification
Laurent Clavel discusses the effects of current geopolitical volatility on markets and how diversifying across asset classes could offer investors better risk-adjusted returns.
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White papersAsset Allocation Outlook 2Q 2026: Beyond the Conflict
The Middle East conflict has made the investment calculus harder, but not enough to alter our constructive outlook or justify a material shift in strategic asset allocation.
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VideoHow has quant investing evolved over time?
In this short video, Daniel Mahr, Head of MDT Group, explores how quantitative investing has evolved – from early factor models to today’s data‑rich, machine‑learning‑driven strategies.
