All Strategies articles – Page 2
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White papersCEO letter to investors
We founded Gemcorp just over a decade ago with a simple, but at the time unfashionable, belief: that some of the most compelling risk-adjusted investment opportunities in the world exist not where capital is most abundant, but where it is most scarce.
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White papersThe euro’s opportunity is now: will Europe take it?
Building on a strong 2025, Europe continues to exceed expectations in 2026. Financial integration and progress toward a pan-European bond market remain key.
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White papersThe evolving landscape of climate investing
Climate change and the energy transition are multi-decadal themes that are shaping the world we live in, with wide-ranging implications for investors. But the question of how to incorporate climate change into investment strategies is not a straightforward one. Multiple avenues are open to asset owners looking to manage risk, allocate capital and set climate-related goals.
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White papersRethinking institutional cash: The role of public debt money market funds
The focus of attention in institutional cash management has shifted from operational efficiency to strategy. Market volatility, a changing interest rate environment, greater counterparty awareness and evolving regulation have led to renewed scrutiny of how professional investors manage liquidity. For many, the objective remains capital preservation and immediate access to cash, but the tools to achieve it are evolving.
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White papersScaling up climate finance with smarter climate risk insights
As wildfires, floods, and heatwaves become more common, the world is waking up to the urgent need to tackle climate change. Factoring in climate risk is essential in taking informed investment decisions. Banks, investors, and regulators are therefore increasingly factoring physical climate risks and the capacity of countries to respond to climate shocks into their risk management frameworks.
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White papersEurope Aiming for Strategic Autonomy
“Europe’s strategic autonomy is about securing long-term economic resilience, diversifying the region’s external dependencies and enhancing competitiveness. This will open-up long-term investment opportunities across sectors.”
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White papersHow to spot an AI bubble
If the recent spate of TV ads promoting artificial intelligence sparked a feeling of déjà vu, you’re not alone. Dot-com start-ups in 2000 and cryptocurrency companies in 2022 dominated TV commercials shortly before both suffered epic meltdowns.
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White papersReal Estate: The Brightening Case for GP-Focused Solutions in 2026
We see increasing evidence that the real estate sector may continue to gain strength and create potentially attractive opportunities across public and private markets in 2026.
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White papers2026 Hedge fund investor barometer
At Amundi Alternative and Real Assets, we are dedicated to building long-term relationships with our clients and partners, which are rooted in proximity and authenticity. Guided by the belief that tomorrow’s economy must unlock new opportunities, we act as facilitators, bringing the right solutions and experts at the right time.
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White papersPrivate Debt: A Valuable Allocation for DC Pension Schemes
As UK DC schemes increase allocations to private markets, we believe the benefits of private debt in the accumulation and decumulation phases should make it a key consideration for investors.
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White papersUnleashing the potential: Navigating local currency EMD with active management
EMD has become increasingly appealing to a broader investor base as the asset class has developed. Issuance has increased, thereby improving liquidity.
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White papersChinese equities: The next era of growth
Adapting with disciplined agility as innovation deepens and market leadership broadens
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WebinarInvitation | Time for Europe! Reforms, Resilience, Rebalance
Thursday, 19th February 2026 - 09:00 am GMT | 10:00 am CET
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White papersApplying AI in multi-asset investing: Beyond generative AI
Artificial intelligence is reshaping the investment landscape, but the most meaningful applications in multi-asset investing are not the ones making headlines.
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White papersCross Asset Investment Strategy - February 2026
Gold, silver, copper, oil: forces shaping the market - January’s end brought a bout of extreme volatility across commodity markets. Several commodities appear to have been hit by a correction after short-term euphoria, likely prompting the unwinding of speculative positions at month-end in silver, platinum, tin, US natural gas (NG) and the euro.
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White papersCan China replicate its EV success with humanoids?
Building on its success in electric vehicles (EVs), China is now shifting its attention towards humanoid robotics as the next frontier for technological leadership. This transition draws on deep parallels between the supply chains of humanoids and EVs, allowing China to leverage its expertise in batteries, motors and large-scale manufacturing.
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White papersThe Red Thread for alternatives – Edition January 2026
A new year brings new events, thick and fast, with the US administration following new policies both home and abroad. The abduction of the Venezuelan leader alongside recent threats of new tariffs on European nations disagreeing to a Greenland deal persists a sense of enduring geopolitical tension. At home, the leveling of criminal charges against Fed Chair Jerome Powell in relation to testimony regarding renovations to the Fed’s building reinvigorates concerns about the longer-term independence of monetary policy. Leading commentators have highlighted that this may have the exact opposite effect on longer-term rates if it leads to the Fed loosening policy and inflation flares.
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White papersU.S. vs. China: Different AI Approaches, Common Choke Points
The two countries are taking different approaches to artificial intelligence, but common bottlenecks in memory chips and networking systems continue to create potentially attractive opportunities for investment in advanced semiconductor manufacturing and testing equipment.
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White papersUnlocking Alpha in 2026: The Case for Hedge Funds
We have spent much of the last few years highlighting to clients and prospects alike the benefits hedge fund exposure can potentially bring to portfolios. From their downside protection characteristics in times of volatility, to how hedge funds can positively contribute to the traditional 60/40 equity-bonds portfolio construction, we continue to believe in the important role hedge funds play as part of wider asset allocations. And now it seems the wider market is beginning to open up to what we have been preaching.
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White papersWe Got the Beat
Allspring’s investment experts take the pulse on 2026, revealing strategic investment opportunities amid shifting global dynamics.
