All Strategies articles – Page 14
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White papersAsset Allocation Update – May 2025
Headlines remain dominated by tariff discussions, and we have seen significant row back from the more extended and aggressive tariff levies that caused such distress in markets in early April. However, where there have been ‘deals’ the base line of a minimum tariff of 10% from the US remains in place, which suggests that while there is flexibility around the reciprocal tariffs, the tariff environment will still be substantially higher than in recent years.
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White papersWhy Indian small and mid cap equities deserve a place in your investment portfolio?
India presents a compelling investment opportunity for global investors as it remains the fastest growing major economy in the world with an estimated GDP growth of 6.4% for FYE25 and is poised to become the 3rd largest economy by 2028. (Source: Economic Survey 2024-2025 and IMF).
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White papersReturning to the foundations of infrastructure investing
In recent decades, infrastructure investing has emerged as a preferred strategy for investors seeking long-term, stable returns. The growing recognition of the importance of infrastructure in the modern economy, combined with its intrinsically strong characteristics, has propelled infrastructure investments to the forefront of the private equity investment landscape. However, this popularity has, in some ways, diluted the original intent of infrastructure investing.
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White papersShow me the value: Investing in carbon removal, part one
New markets are emerging to enable institutions to invest in nature and potentially achieve sustainability-related objectives alongside key financial outcomes.
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White papersThe critical role of US debt sustainability in the world financial architecture
This first paper delves into the complexities of the US debt-to-GDP ratio, exploring its sustainability in the context of the United States’ unique position in the global financial architecture and geopolitical order. This research provides critical insights into how the US can maintain its economic stability and what the potential risks are if current trends continue. This publication is issued by the Pictet Research Institute.
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White papersBRICS+ and contested global leadership: implications for investment management
The second study of the Pictet Research Institute explores the rise of the BRICS+ coalition as a counterweight to the G7 amid shifting economic dynamics. It examines how BRICS+ challenges the Western-led international system and the implications for investment strategies in a polarised world.
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White papersHumanoids: the shape of future automation?
Humanoid robots are poised to revolutionize automation, but their complexity and cost raise questions about their future applications.
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White papersNavigating the Future: Key Investment Shifts in Life Insurance in 2024
In 2024, the life insurance industry continued to evolve, driven by strategic shifts in asset allocations and investment strategies. As insurers navigate a complex economic landscape, they are increasingly focusing on enhancing yield potential while managing risk.
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PodcastUnderstanding Global Direct Lending Markets
Leaders across Barings Global Private Credit platform discuss the similarities and differences between the direct lending markets in North America, Europe and Asia Pacific, and the potential benefits of global strategies in this space.
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White papersIn conversation with Andrew Chorlton, CIO for Fixed Income
From Yorkshire to university in Birmingham and bond markets in New York and California, Andrew Chorlton is now CIO for Fixed Income at M&G Investments. But what did his journey entail – and how does he see the role of fixed income in modern portfolios?
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White papersThe new dividend playbook: How tech giants and Asian markets are redefining the payout play
Dividend investing norms are being reshaped as tech giants begin issuing dividends and Asia prioritises shareholder returns. This shift combines growth with income, enhancing the attractiveness of dividend strategies across diverse sectors and regions. We analyse these pivotal changes in the evolving dividend playbook.
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White papersHow should credit investors navigate such an uncertain backdrop?
Elevated uncertainty related to trade and industrial strategy in the US has led to a loss of confidence, which has had an impact on business activity. However, there remain pockets of opportunity in credit markets.
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White papersSovereign investors need to actively pick winners
Macro uncertainties and Trump’s policies will shape investment strategies in 2025
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White papersPrivate Markets, Edition May 2025: Our semi-annual insights into private markets
While the current market landscape remains fluid, increased macro uncertainty and unpredictable policy measures has led to heightened probability of a potential recession and turn in the credit cycle. Private credit markets are not immune to these challenges.
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White papersRe-evaluating core equities: the forgotten space
Core equities are regaining attention in 2025 as a balanced way to manage volatility and capture opportunities beyond narrow mega-cap leadership. Active strategies offer key advantages over passive in a shifting market.
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PodcastTalking Heads – It’s a match: infrastructure investing and Europe’s new focus
As investors shift away from US investments and eye opportunities for yield and growth elsewhere, it makes sense that Europe comes to mind. This is especially so now that the ‘old continent’ has kicked off a revitalisation drive to target new sources of growth and trim its dependence on the resources of other countries.
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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.
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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.
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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.
