All Strategies articles – Page 13
-
White papersFinding the Sweet Spot in the Private Equity Capital Stack
“Capital solutions” has become a catch-all moniker within private markets, leaving many asset allocators to scratch their heads as to what these funds actually do and the risks they take.
-
White papersSAFI: A Modern Approach to Fixed Income Investing
How does systematic active fixed income (SAFI) investing actually work? In this article, we go through the SAFI investment process step by step, explain the generation of signals, and discuss the various potential benefits of SAFI for investors.
-
White papersThe U.S. Labor Market: Caution or Confidence?
This month we investigate the details of the labour market for signs of weakness. On balance, the labor market remains quite stable. There are, however, a few points of concern.Youth unemployment is rising rapidly, and the length of time people are unemployed has risen. Restrictive immigration policies may also be contributing to tightening the supply of labor.
-
White papersESG Thema #20 - Blue Economy: Ready, Set, Sail!
It is hard to imagine that something covering 71% of the earth’s surface is often on the back burner of ESG materiality and management. However, this is the case when it comes to ocean protection.
-
White papersCredit in focus: Navigating liquid opportunities
Exploring yield, quality and diversification in non-investment grade credit
-
White papersPrivate Equity: Capitalizing in the Current Climate
Despite recent headwinds, we believe private equity can help shield investors from negative tariff impacts while delivering long-term portfolio diversification.
-
White papersThe End of US Exceptionalism?
We take a view in this paper that will be unpopular—defending the case for US exceptionalism.
-
-
White papersHow to generate performance in a credit portfolio
It has already been a tale of two cycles this year with the positive sentiment and stable growth experienced at the start of 2025 tumbling into inflationary and recessionary concerns. Trade tensions have been a dominant theme in recent weeks and are expected to persist in the coming months. In such an environment, looking for ways to create returns while mitigating risks are paramount for investors.
-
White papersCross Asset Investment Strategy - May 2025
President Trump’s tariff announcements have rattled the previously dominant US financial markets, putting pressure on Treasury yields amid fears of slower growth and rising inflation. Recently, the difference in yield that investors expect for holding Treasuries compared to swaps has increased significantly, signalling a perceived higher risk of holding Treasuries.
-
PodcastOuterblue Talks Research – Capital Market Assumptions 2025
Against a backdrop of extraordinary global uncertainty, Amundi’s 2025 capital market assumptions report explores the game changers that are shaping investment decisions and asset class return expectations. Join Giulio Lombardo as he speaks to Monica Defend, Head of the Amundi Investment Institute, and John O’Toole, Head of Multi-Asset Investment Solutions, to discover this year’s main findings and what’s changed since last year.
-
White papersFed’s policy dilemma
“The sequencing of tariffs, tax cuts and deregulation complicates the Fed’s mission and raises concerns about near-term inflation pressures. Nevertheless, we anticipate substantial rate cuts in the second half of the year as weaker growth emerges.”
-
White papersDollar in the Doldrums
Why there has been no bounce-back by the greenback, and what that implies for asset allocation.
-
White papersUS Healthcare: Attractive Valuation for a Structural Growth Opportunity
US healthcare offers an attractively valued entry point for a strategic overweight allocation. This is despite considerable short-term uncertainty about the evolution of US policy. The sector is trading near historical lows globally; in the US, it is now trading at the deepest discount to the broader market in nearly 40 years based on relative forward price-earnings (PE) multiples. Its share of the broader market is at its lowest in 15 years.
-
White papersA bunker for the trade war
Equity market neutral strategies offer potential for shelter amid volatility.
-
White papersTailoring real and alternative assets to illiquidity appetite
“Real and alternative assets are key to enhancing risk-adjusted returns. Private equity and debt are appealing in the search for higher return potential.”
-
White papersUnlocking infrastructure opportunities: Top 10 interview with Roland Hantke
Private infrastructure investments are increasingly gaining traction – and for many reasons. Considered a safe haven especially during inflation, infrastructure is receptive to many secular trends currently shaping the global economic scenario. What are these, and how should investors approach this multi-faceted asset class?
-
White papersHow to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
In the past few years, we have seen a growing number of Asian investors setting decarbonization targets for their equity portfolios. Some investors are interested in achieving carbon intensity reduction versus their market-cap based policy benchmark, while maintaining the desired broad market exposure.
-
White papersInfrastructure debt – Broad opportunities, but risk must be managed closely
Investor appetite for infrastructure debt is proving to be robust in the face of a challenging fundraising environment for private markets. Vincent Guillaume and Stephanie Passet, Co-heads of Infrastructure Debt, argue for a disciplined approach to risk tolerance.
-
White papersHow to effectively use inflation-linked bonds in a portfolio
For the past year, fears over rapidly rising inflation have somewhat receeded and the market’s focus has been elsewhere.
