All Strategies articles – Page 10
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White papersQ2 2025 Investment Grade Corporate Market Review & Outlook
Mixed Signals, Compressed Spreads: What’s Next for Credit Investors?
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White papersA focus on climate can achieve multiple investor goals
A rules-based fixed income approach
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White papersLDI vs CDI: What are the portfolio implications?
Managing liabilities, securing long-term cashflows, and navigating market volatility are permanent questions for institutional investors. Not only will needs evolve over time but extreme market stress – such as that experienced in the UK in 2022 following Liz Truss’ mini budget and the subsequent bond market turmoil - can also impact institutional investor’s approach. The majority of pension funds or insurance providers will implement outcome-orientated solutions to help manage the specific risks they face.
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White papersU.S. equities supported by a solid economy
U.S. equities remain near record highs, supported by strong consumer spending, tight labor markets, and healthy corporate balance sheets. These solid fundamentals help offset concerns around policy and geopolitical risks.
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White papersUS enters Israel-Iran conflict
Over the weekend, the United States launched airstrikes on three key Iranian nuclear sites, escalating tensions in the Middle East. While the full extent of the damage remains unclear, we expect Iran to retaliate, though likely in a manner aimed at avoiding deeper US involvement.
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White papersMiddle East Conflict: From Diplomacy to Disruption
U.S. strikes in Iran have escalated the conflict. What should investors watch for next?
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White papersThe Beige Book Goes into the Red as U.S. Growth Stalls
We remain cautious about the economic outlook. Consumer spending and the labor market remain stable in aggregate, but both qualitative and quantitative indicators related to business output and business uncertainty give us pause. Indices from the Institute of Supply Management (ISM) show weakening activity with rapidly increasing input ...
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White papersAnother risk in 2025: geopolitical conflict
Geopolitical tensions, especially in the Middle East, could disrupt energy markets and push oil prices sharply higher. However, markets have historically rebounded quickly from such shocks, with fundamentals remaining the key long-term driver.
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White papersThe idiosyncratic advantage: Where unique insights drive unique returns
Identifying company-specific opportunities is key to generating returns that passive strategies can’t replicate. Principal focuses on deep, research-driven stock selection to uncover these unique advantages.
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White papersA history of quant
Quantitative investing (quant) encompasses a broad range of strategies that use data analysis, mathematical modelling and automated transactions to deliver investment returns. In our latest paper, we discuss how quant strategies have evolved over recent decades; explore how they have been enhanced by advances in technology; and dispel some of the myths that have grown up around them.
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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.
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White papersDo quants dream of electric sheep?
With a hat tip to the sci-fi classic by Philip K Dick, we explain why a quant approach doesn’t have to be the computer-driven black box of popular imagination.
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White papersHow to adapt and respond to choppy waters
The global outlook is overshadowed by uncertainty, which can make asset allocation tricky. However, a multi-asset approach to credit investment can provide a vital degree of stability amid the turmoil.
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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.
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White papersReimagining the single market: part one
With transatlantic trade hostilities to its west and the emergence of huge and dynamic economies to its east, Europe faces challenges largely undreamt of when the European single market was launched more than three decades ago. As the BRICS have risen and the US has powered ahead, Europe’s share of the global economy has declined. Today, its companies struggle to match the strength and scale of their American and Asian competitors.
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White papersEurope’s regulatory balancing act
As economic pressures mount and global competition intensifies, calls for deregulation in Europe have been amplified. Massimiliano Castelli and Lucy Thomas argue that policymakers should focus on regulatory outcomes, and not expect deregulation to be a panacea.
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White papersCRE Debt Outstanding is up… and an opportunity
CRE debt rose to $4.81 trillion in Q1 2025, supported by strong lending activity and conservative structures. With attractive yields and steady refinancing demand, the asset class offers compelling opportunities.
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White papersHow is Generali Investments addressing longevity risk in insurance portfolios?
With rising life expectancies, individuals and institutions face the critical challenge of ensuring financial security over extended retirement periods. Generali Investments – the asset management arm of the Generali Group – explains how they are leveraging a variety of innovative investment approaches to address the complex issue of longevity risk.
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White papersClimate-Thematic Bond Investment Solutions
Climate change may introduce risks and opportunities within fixed-income investment portfolios. Our Climate Transition Corporate Bond Beta Investing Approach seeks to support investors who prioritize sustainability factors aimed at addressing those climate-related risks and opportunities
