All Strategies articles – Page 5
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White papersA blockbuster, but skewed, tax refund season
Tax refunds are coming in strong, but unevenly distributed — shaping consumer spending patterns and near-term economic momentum.
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White papersNavigating uncertainty: The case for active in fixed income
Benjamin Franklin said “the only thing certain in life is death and taxes”. We might add ‘market uncertainty’ to that. From the pandemic to the trade war, investors are constantly having to adapt. When volatility and uncertainty are the watchwords of the day, active management in fixed income investing could be more important than ever.
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PodcastConnecting Capital to Opportunity: A conversation with Barings Chairman & CEO, Mike Freno
In this episode of the Streaming Income podcast, Barings Chairman & CEO Mike Freno shares how long‑term partnerships, innovative thinking, and deep global relationships are reshaping the asset management landscape.
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White papersEvergreen Private Equity Investing: Key Benefits of a Direct, Multimanager Approach
An expanding array of evergreen funds now aims to deliver continuous private equity exposure with lower barriers to entry. But not all approaches are created equal.
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White papersMind the underinvestment gap: Shaping the UK’s future through private markets investment
Decades of underinvestment has placed untenable pressure on the UK’s social infrastructure – housing, healthcare, transport and essential services – creating systemic vulnerabilities that constrain productivity and social mobility. The scale of investment required is vast; as is the opportunity for large scale investments by institutions (otherwise referred to as institutional capital) to create positive change and tap into what we see as an abundant landscape for holistic, private markets investing.
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White papers2026 Emerging Market Debt Outlook: Strengths Endure
For all the shifts in macroeconomic risk factors that swayed market sentiment last year, most credit markets delivered on expectations for carry-driven returns in 2025. Emerging market (EM) debt was an exception, recording strong excess returns in addition to carry driven by supportive market technicals along with fundamentals that have withstood macroeconomic risks.
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White papersAbsolute return bonds for an uncertain world
In a world where economic uncertainty and unpredictable inflation mean visibility on central bank policies is poor, investors are searching for strategies that can deliver consistent returns while protecting capital. Enter the global absolute return bond strategy – a flexible, dynamic investment approach that’s suited to the current environment.
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White papersFixed income: Resilient markets, selective opportunities
Fixed income markets stay robust, with attractive opportunities emerging through active, selective positioning.
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White papersAsset Allocation Committee Outlook: 1Q 2026
The Asset Allocation Committee (AAC) continues to see opportunity in growth and risk assets over the medium term, even as elevated risks and increasingly divergent policy paths make the investment landscape more complex. We believe this environment rewards disciplined, selective risk-taking.
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White papersFrom politics to portfolios: the market impact of rising populism
Populism has become part of the global landscape, rooted in frustrations over inequality, stagnant mobility, and a sense that mainstream policymakers have failed to adapt to shifting economic realities.
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White papersIndustrials: An AI beneficiary with broader catalysts
Industrials stand to gain from AI investment cycles, alongside reshoring, infrastructure spending, and automation.
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White papersRipping up the rule book: politics, power and portfolios in 2026
Geopolitics has long been treated as an episodic risk, something that flares up, disrupts markets briefly and then fades into the background. Yet recent years have challenged that assumption. As power dynamics shift and long-standing beliefs about global stability erode, investors face a more complex environment, in which geopolitical, political and fiscal risks are no longer easily separated.
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White papersAdjusting to evolving trends: Democratization and enhancing opportunities in private equity secondaries
Private equity (PE) has outgrown its ‘alternative asset class’ status over the last two decades. With assets under management (AuM) now exceeding USD 10 trillion, it has become a core component of both institutional and private wealth portfolios. This transformation reflects not only the growth in capital inflows but also structural shifts across the broader corporate and investment landscape.
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White papersLooking through the noise of news: Sentiment can be an investment indicator
Leveraging available data on news sentiment can provide investors with an indicator of a company’s future stock performance, according to a paper by Matthias Uhl, UBS Asset Management’s Head of Analytics and Quant Solutions.
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White papersA new flashpoint in U.S/Europe trade relations
Rising trade tensions between the U.S. and Europe introduce fresh risks for global growth and supply chains.
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PodcastIn Search of Excellence: The Power of People, Processes and Technology
Rosalie Candido Louw says new technologies such as AI are redefining investing—but the human touch is still essential to success
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White papersEmerging Markets: The Next Phase in Market-Broadening
At the same time developed markets have been generating policy and macro noise, emerging markets have been quietly outperforming. We expect EM risk assets to continue to deliver.
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White papersStrategic Integration of Private Assets into Multi-Asset Allocations
This study presents a practical framework for sizing private asset allocations and planning capital commitments from the perspective of a Multi-Asset allocator. In today’s evolving investment landscape, private assets have become a crucial element of institutional portfolios, offering distinct advantages such as enhanced diversification, the potential for higher risk-adjusted returns, and lower correlation with traditional public markets. However, integrating illiquid investments into multi-asset portfolios introduces a set of unique challenges that CIOs must navigate carefully.
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White papersAI rally: sustainable growth or speculative bubble?
Assesses whether equity markets are pricing real AI-driven earnings or running ahead of fundamentals.
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White papersGlobal Emerging Markets: ESG Materiality H2 2025
In the latest issue of Global Emerging Markets (GEMs) ESG Materiality, we provide an update on our voting and engagement activity over the last 12 months, and shine a spotlight on our approach to climate-adjusted valuations.
