All Strategies articles – Page 5
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White papersThe ‘why and how’ of integrating biodiversity into listed equity strategies
Stemming the pace of biodiversity loss has rapidly become a critical point on the global agenda – it is a key challenge both in terms of environmental and social risks.
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White papersHow can investors assess and measure a company’s impact on biodiversity?
Biodiversity loss is an existential threat to both people and the planet. However, we believe listed assets investment strategies can help deliver significant positive impacts and help stem the deterioration of the world’s fragile ecosystems.
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White papersPrivate markets and the data revolution: Challenges, solutions, and the future with AI
To conclude our 2024 Private Markets Study series, we gathered a panel of industry specialists from the financial services and technology sectors to analyze how LPs and GPs are tackling data challenges, evolving their strategies, and leveraging AI to transform private markets.
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White papersWhat will Trump’s Presidency mean for European mid-caps?
With Donald Trump taking office on 20 January, Premier Miton fund managers Carlos Moreno and Thomas Brown consider the potential impact on European firms.
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White papersDC and Bonds: The End of the Affair…and a New Beginning
Bonds’ traditional role in pension allocations is over. But they have a new purpose in a lifetime income strategy.
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White papersU.S. equities: Climbing the valuation wall
Investors enter 2025 with cautious optimism following a stellar 2024 for equities, as stretched valuations and elevated bond yields pose near-term challenges. Despite these potential headwinds, strong earnings growth remains the driver of market performance—if earnings deliver as expected, equities are likely to remain biased higher.
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White papersGlobal Macro Outlook: First Quarter 2025
We expect all major economies to continue to expand, with the US out front again, as well as positive momentum for business investment. The question for investors will be to what degree US outperformance will extend to the financial markets. Global headwinds are likely, especially in the trade channel in light of proposed tariffs and immigration policies, but our outlook remains generally positive.
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White papersThe investment landscape in 2025
Pictet Asset Management’s annual outlook provides detail on the defining themes of 2025. We share critical insights into the challenges and opportunities that financial institutions may face.
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White papersReasons for a standalone India allocation in a global portfolio
Explore why India’s special characteristics have contributed to equity outperformance and how dedicated exposure could bring value to investors.
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White papersThe Diversification Edition: The art of understanding asset correlations
The relevance of this question has arguably never been greater. Diversification is a central tenet of investment theory; from Markowitz, to Sharpe, to Scholes, Black and Merton, measuring and pricing risk consistently entails factoring in diversification. Yet, as the saying goes, “In theory, theory and practice are the same. In practice, they are not.”
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White papersQ4 2024 Investment Grade Private Credit Review & Outlook
Our current “Investment Grade Private Credit Review & Outlook” recaps 2024 in the corporate private placement, global infrastructure debt and private structured credit markets. We highlight origination and activity in each IG market and look ahead to 2025.
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White papers2024 recap: Resilient despite risks
Markets defied challenges in 2024, delivering strong gains across equities and bonds, supported by investor optimism and resilient economic fundamentals. Entering 2025, a mix of policy clarity and elevated equity valuations suggests a cautious but optimistic outlook for U.S. growth. Key risks—including trade policy and the Federal Reserve’s evolving ...
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White papersThe value of vehicles: ETFs vs. index funds and segregated mandates
ETFs are a relatively newcomer to the investment world but have recorded spectacular growth since their launch in 1990. Total AUM in ETFs have now reached USD 14 trillion globally, and exceed AUM in hedge funds. Given ETFs’ increasing share of overall index assets, we believe investors need to be aware of their specifics when selecting an investment vehicle for their index portfolio.
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White papersA short guide to index selection: A multi-step process requiring both quantitative and qualitative inputs.
The indexing industry has changed and evolved significantly since the first indexed equity portfolio was launched in 1971. More than USD 24 trillion is now invested on a passive basis globally – tracking a wide range of benchmarks across different asset classes in a variety of investment vehicles.
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White papersHFS Bulletin: Monthly hedge fund update – November 2024
Risk assets were broadly higher in November, more than offsetting weaker prices from the prior month, as market caution ahead of the US election gave way to a more constructive outlook around the incoming administration. In Equity Hedged, US Equity Hedged strategies generally produced positive returns.
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White papersVolatility and Opportunity
We expect the playbook for emerging markets to be one of volatility at the start of the year, transitioning to growth and opportunity as U.S. trade policies and China stimulus plans become clearer.
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White papersPrivate markets poised to benefit from new strategic landscape
Asset managers are facing growing demand from institutional investors to develop sophisticated private market strategies that balance high long-term risk-adjusted target returns, added diversification benefits, and fundamental value creation.
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White papersArtificial intelligence for sustainable finance: why it may help
Developments in Artificial Intelligence (AI) and machine learning have led to the creation of a new type of ESG data that do not necessarily rely on information provided by companies.
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White papersCross Asset Investment Strategy - December 2024
Topic of the Month: The German economy has been lagging behind other Eurozone countries due to structural changes in its economic model and global trade. A huge investment effort would be needed to relaunch it. Economists recommend making up the lost ground within ten years by making massive infrastructure investments.
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White papersMacroeconomics, Geopolitics, and Strategy - December 2024
Inflation is coming down much faster than the ECB expected only last September, with the headline measure (2.2%) now inching very close to its target. The latest 25bp cut and its revised forecast on 12 December, suggest that the ECB should get to its target by mid-2025.
