All Strategies articles – Page 15
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White papersWhy US Dollar-Based Bond Investors Should Look to Europe
As investors re-evaluate their allocations to US assets, we think they should consider euro-denominated bonds.
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White papersThe Red Thread for alternatives – Edition July/August 2025: Our monthly insights into alternatives
The trade situation in the US has developed, with more trade deals being negotiated. The agreement between the US and the EU imposes a 15% tariff on most European imports to the US, which is lower than the 20% originally proposed on ‘liberation day’ in April. Moreover, the US economy has held up well so far, showing strong growth in 2Q25, more than reversing the decline in 1Q25, which had been driven by a jump in imports ahead of tariffs.
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White papersTariffs take the headlines, clarity wins the war
Markets responded cautiously to the recent EU-U.S. trade deal. While the 15% tariff on European exports appears to favour the U.S. in the near term, we believe the removal of trade uncertainty outweighs the tariff impact and marginally improves the outlook for European growth and investment. For global investors, the agreement reduces geopolitical tail risks, offers clarity for key sectors and sets the stage for more stable economic conditions in the euro area. This is particularly relevant in a period where policy divergence and fiscal execution remain in focus.
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White papersWhy investors are turning to emerging market equities amid US perma-volatility
Amid shifts in US policy, emerging markets from South Africa to South Korea are garnering increased investor interest. Explore how advantageous currency trends and governance reforms are presenting compelling avenues for those looking to diversify beyond US-focused strategies.
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White papersDecoding Key Signals in the Relative Prices of Precious Metals
We believe the interplay among the prices of precious metals has important implications for constructing resilient, full-cycle commodity portfolios.
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White papersRelative-Value Macro: Finding Friends Outside the Trend
Trend-following may struggle in range-bound markets, but it’s not the only macro approach.
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White papersREITs 101: Unlocking the Value of Public Real Estate
In our last research article, titled “The Current Opportunity in REITs” we posited that REITs may have reached an inflection point after several years of underperformance. Building on that view, this article delves deeper into the fundamental reasons for investing in REITs, emphasizing the advantages of this unique asset class such as income generation, diversification, and inflation protection. We also touch on the role of active management within the REIT space, highlighting how it can potentially outperform passive strategies, particularly in today’s climate of economic volatility and sector-specific opportunities.
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White papersESG Annual Report 2025
Welcome to our seventh annual Environment, Social and Governance (ESG) Report, covering the 12-month period to March 2025.
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White papersResearch Agenda 2025/26: Paving the Way for Continued Innovation in the AB UK Target Date Funds
Every year AB’s DC team sets out its research priorities for the coming 12 months. The research findings pave the way for enhancements to our DC TDF ranges across investments, product development and client reporting. What’s new for 2026?
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White papersSoaring to new heights Top 10 with… Interview with David Kozlicki
The real estate market has experienced significant changes in recent times, with many investors seeking innovative strategies to enhance their portfolios.David Kozlicki, Head of Unified Global Alternatives (UGA) – Real Estate, discusses how the business is responding to these shifts by offering diversified investment opportunities, adaptive solutions and strategic partnerships. By leveraging their global reach and expertise, how does UGA – Real Estate aim for optimal asset control and sustainable growth in a volatile market?
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White papersTop 10 with… Interview with David Kozlicki
The real estate market has experienced significant changes in recent times, with many investors seeking innovative strategies to enhance their portfolios.David Kozlicki, Head of Unified Global Alternatives (UGA) – Real Estate, discusses how the business is responding to these shifts by offering diversified investment opportunities, adaptive solutions and strategic partnerships. By leveraging their global reach and expertise, how does UGA – Real Estate aim for optimal asset control and sustainable growth in a volatile market?
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White papersA tech transformation for China?
Despite lingering concerns over its property sector, recent data from China suggests the world’s second largest economy is weathering the tariffs storm, helped by a burgeoning tech sector.
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White papersDiversifying direct lending portfolios through sponsor-less lending
The landscape for direct lending is crowded. Increased competition and limited buy-out activity have put lenders under more pressure to deploy. In navigating the challenges of a maturing asset class, investors may consider sponsor-less lending in the lower mid-market as a means of diversifying a portfolio and enhancing the potential for return.
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White papersUnified Global Alternatives – Hedge Fund Bulletin: Monthly Hedge Fund Update – June 2025
Risk assets produced mostly positive performance in June as investors demonstrated renewed focus on AI related themes, the easing of Middle East tension, as well as some market short covering across momentum factors. Expectations for a more dovish US Federal Reserve also provided a boost to market sentiment. The Dow Jones Industrials, S&P500 and the NASDAQ had positive performance. In Equity / Hedged, US Equity Hedged strategies generally produced positive returns.
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White papersWhy the construction of a Cashflow Driven Investment strategy is key
Within any portfolio, getting the construction right is an important element to ensuring that the objectives and aims are met. For Cashflow Driven Investment (CDI) strategies, this is particularly true given their long-term horizons and often tailored fixed income allocation.
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PodcastFrom Forecasts to Facts: Revisiting 2025’s Investment Themes
With 2025 marked by heightened uncertainty, shifting fiscal policies, and volatile market swings, investors are eager to understand which trends have held up—and which have not. As we cross the year’s midpoint, Neuberger Berman’s senior investment leaders reconvene to assess the predictions made in our annual “Solving for 2025” outlook.
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White papersUK Real Estate: Talking Points July 2025
Welcome to our quarterly snapshot of real estate market trends, using transparent capital and occupational market data points to summarise key implications for asset allocation and performance prospects.
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White papersU.S. CRE deal volume up 7% in 2Q 2025
U.S. CRE deal volume rose 7% in Q2 2025, driving a 13% year‑over‑year increase led by strong office, industrial, and retail activity.
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White papersCross Asset Investment Strategy - July-August 2025
“While the OBBBA’s tax cuts may stimulate the US economy in the short run, rising trade tariffs this summer could limit gains. The bill also heightens medium-term growth risks.”
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White papersThe Hidden Edge: Why Granular European Assets Hold the Key to Outperformance
In today’s complex and fragmented European real estate market, opportunities are available if you are able to recognise them and are willing to do the hard work. But to see and recognise them you need to have your “boots on the ground,” your “hands on the data,” and your “head in the realities of the local market’s engine rooms.” In Germany, particularly, I’ve come to see that the greatest value is not just found but created, through rigorous granular origination and disciplined active asset management. That is the strategy we’ve embraced at Arrow Global, and it’s one I believe that offers the best chances of value creation.
