All Strategies articles – Page 10
-
White papersRethinking equity allocation from a global perspective
Due to the relatively high level of volatility associated with holding equities, it is hard to escape their gravitational pull on total portfolio risk and return.
-
White papersOcean pledges create waves of opportunity
At a UN ocean conference in June, dozens of countries promised to ratify the High Seas Treaty to bring it into force. The aim is to protect marine life by curbing overfishing, and ensure that the ocean is managed sustainably. What are the implications for companies and investors? By Ming Yang, Shoa Hirosato and Xinyu Pei.
-
White papersAI revolution needs shift in engagement focus
There is little doubt that advances in AI represent huge opportunities for society and, as a consequence, for investors too. However, there is equally little doubt that the breakneck pace of development is creating significant risks. As a result, the Global SMID Equity Engagement team have developed a proprietary Responsible AI Assessment Framework to encourage the successful adoption and implementation of this new technology across industry, leading to better work and more productive workplaces.
-
White papersChina: Strategic Choices in a Changing Century
China and the US have agreed on a one‑year pause in their trade war, signalling a willingness to manage risks. While both remain committed to enhancing their own supply‑chain and technology autonomy, this “ceasefire” should not be interpreted as a strategic reset; rather, it’s a pragmatic step towards coexistence.
-
White papersHuman Capital Assessment via Large Language Models alignment
In the aftermath of the COVID-19 pandemic, the concept of human capital has gained renewed interest, both in academic literature and in corporate strat egy, particularly through Sustainability reporting and Human Resources (HR) practices. As the world of work undergoes rapid transformation driven by the consequences of the pandemic, heightened geopolitical tensions and the acceler ated expansion of artificial intelligence, organizations are faced with a new set of challenges.
-
White papersRevisiting the Case for Active Investing in an AI-Heavy Market
What might happen when the promise of AI meets market reality?
-
White papersETF spectrum: Aligning active options
ETFs are no longer just index trackers: today’s market spans traditional passive, systematic active, fundamental active and option-overlay strategies – so investors must look past the label.
-
White papersIs the U.S. Shutdown Impact About to Hit?
While U.S. consumer sentiment has broadly held up, it may begin to crumble in certain segments, potentially impacting the sector at its most important time.
-
White papersBeyond the comfort zone: emerging markets in the private credit 2.0 era
Throughout its history, private credit has thrived on structural change. But as developed markets mature, the case for diversification is growing stronger. Felipe Berliner, Co-Founder and Head of Structuring, sets out why emerging markets could be the next frontier for the private credit asset class.
-
White papersEurope’s AI challenges and opportunities
While Europe registers strength in AI research and patents, its limited funding, regulatory burden and energy-infrastructure constraints hinder the commercial scaling of AI — putting its markets at a disadvantage versus U.S. peers, though selective opportunities remain in sectors positioned for AI-infrastructure growth.
-
White papersA diversified offence in private credit as the best defence
Amid elevated uncertainty, investors are increasingly being drawn to private credit as a resilient asset class that can deliver attractive risk-adjusted returns, diversification, and income stability.
-
PodcastLive Long and Prosper: How to Target a Happy Retirement
Saving for retirement poses increasing challenges in an ever-changing financial landscape. In this episode, Karen Watkin talks with Elena Wang, a Portfolio Manager at AllianceBernstein, who says investors need to adopt a flexible and diversified approach to retirement savings, considering both growth and risk management.
-
White papersHigh Yield: Strategies for a Shifting Market
High yield continues to be a credible source of income and diversification in today’s environment—but broad market beta is unlikely to deliver outsized returns, making security selection and disciplined positioning paramount.
-
White papersThe Future of Asset Management: The Macro Imperative
This note outlines an outlook for the asset management industry rooted in our view of the macro investment environment, which suggests that asset owners may need to reexamine their strategic allocations. A higher equilibrium level of inflation, high valuation multiples and less available diversification are not bearish per se, but they do prompt a need to change portfolio design, with the need to protect long-term purchasing power at its heart.
-
White papersRetirement Accumulation Strategies with Real Assets and Inflation Risk
This article presents a comprehensive, dynamic asset allocation framework for retirement savings, extending the classical Merton model to include human capital. This framework reconciles the intuitive age-based glide path with financial theory, recognizing that total wealth consists of financial capital and the present value of future contributions.
-
PodcastPivot Points: Rediscovering Europe, Japan and Emerging Markets
Amid shifting global market currents, investors are reassessing where the most compelling opportunities lie beyond the US. Shifts in earnings trajectories, valuation dispersion, and evolving policy signals are reshaping the risk-reward across regions and asset classes, prompting a fresh look at how to balance exposures.
-
White papersAre (private credit) cracks widening?
Market Snapshot is a weekly view from our portfolio managers, offering sharp, thematic insights into the trends shaping markets right now.
-
White papersThe income conundrum (and a potential solution)
The Federal Reserve (Fed) has resumed its rate-cutting posture after a lengthy pause. While we expect the easing cycle’s impact on the economy to be beneficial, lowering rates comes at a cost: many savers who depend on income-oriented financial instruments will have challenges meeting their living expenses.
-
White papersInvesting without compromise
Tom Green, Head of Direct Lending at HSBC Asset Management, talks about the importance of discipline in the lending business, the value of exclusive deal flows, and what makes the European mid-market so attractive right now
-
VideoThere’s power in data
Discover the power behind our quant investing strategies – this highlight video showcases the techniques, insights and talent driving MDT’s approach.
