White papers - all assets – Page 11
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White papersFrom skepticism to settlements: how global class actions are delivering for investors
For institutional investors, the idea of recovering losses through securities litigation outside the United States has long carried a sense of uncertainty. The United States, with its robust class action system and the opportunity for investors to sit on the sidelines of litigation while still benefiting from recoveries, make the United States the most active jurisdiction relied upon by investors to compensate for corporate and accounting irregularities as well as misstatements. For decades, with billions in recoveries available to investors every year, there was no need for investors to seek recovery outside of the United States.
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White papersInvestor protection thirty years after the PSLRA: a creeping immunity for corporate misconduct
Since the beginning of 2025, U.S. policymakers have been systematically rolling back investors ability to challenge corporate misconduct. The SEC has purported to limit institutional investors’ ability to propose matters for a shareholder vote, to engage directly with management on issues of concern, and even to access the courts to seek relief for fraud. In the race to attract more corporations to their jurisdictions, states such as Delaware, Texas, and Nevada have dramatically limited shareholders’ rights to govern corporations organized there.
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White papersHow emerging market debt is adapting to a sea of change
Emerging market debt (EMD) has historically been viewed as a tactical allocation, but structural improvements in policy credibility, fiscal discipline, and market depth now position it as a core component of a diversified portfolio. We think EMD is attractive for investors looking for a stable allocation to an asset class that is supported by strong growth, increasing credibility, and diversification.
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White papersWhat makes a Qualifying Money Market Fund unique?
This document outlines what makes a fund ‘qualifying’ and why it’s worth considering a short-term sterling prime fund over bank deposits.
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White papersThe Quality Quandary in European Equities
How can investors in high-quality companies overcome this year’s performance headwinds?
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White papersMIM Q3 2025 Investment Grade Corporate Market Review and Outlook
MetLife Investment Management’s investment grade corporate credit platform delivered strong results in Q3 2025, supported by resilient investor demand, renewed appetite for duration and the Federal Reserve’s pivot toward rate cuts. Quarterly issuance reached $397 billion — 23% above the four-year average — with September’s $214 billion total ...
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White papersSelectivity drives outperformance in Europe
The analysis emphasizes that in the current European real-estate climate, careful asset selection and opportunistic positioning are key — outperformers are likely to emerge not by broad market exposure, but through selective, disciplined investment strategies.
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White papersAI’s insatiable appetite for energy
The rapid expansion of AI datacentres is placing increasing demands on electricity providers and energy grids. Velika Talyarkhan and Michael Yamoah examine the challenges for governments and companies.
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White papersPrincipal Well-Being Index: AI’s effect on staffing
The latest survey of 1,000 small and medium businesses shows that AI adoption has not resulted in planned staffing or wage cuts — instead, most firms expect AI to drive growth, with upskilling and retraining rather than layoffs being the likely outcome.
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White papersPrivate Markets 2026 Outlook
Learn the views of our private markets experts. Mobilising new sources of capital and democratising private markets.
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White papersFixed income 2026 Outlook
Learn the views of our fixed income CIO and key portfolio managers. Where now for the yield curve?
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White papersEquities 2026 Outlook
Learn the views of our equities CIO and key portfolio managers. One big, beautiful world – or a correction ahead?
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White papersThe Federated Hermes 2026 Outlook
For the Federated Hermes 2026 outlooks series, we brought in our three CIOs – in liquidity, fixed income and equities and our head of private markets – as well as key portfolio managers across the business for their sector-specific views.
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White papersClosing the loop: Why circularity is now a strategic imperative
Once considered a sustainability buzzword, the circular economy has become central to the energy transition. The Sustainable Global Equity team outline why, in an era of increasing resource scarcity, the shift to a circular model is essential to helping governments and companies build resilience.
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White papersHow Banks and Private Markets Are Redefining Credit
The U.S. banking industry is entering a new era in which regulated banks and private lenders are increasingly intertwined. We believe this trend will continue to open attractive opportunities for dynamic allocation across the credit spectrum.
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White papersSeptember jobs report: Finally, some data
The report provides updated labour-market data (non-farm payrolls etc.) reflecting underlying economic and employment trends in the U.S., which have broader implications for CRE demand and overall real-estate fundamentals via consumption, income and employment stability
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White papersSustainable investing in 2026: The continuing path to a more resilient future
Recent years have seen investors operate in an environment shaped by conflicts, inflationary pressures, extreme weather events, and growing digital disruption. These events, coupled with the longer-term sustainability themes shaping our decade – climate change, biodiversity loss, and rising inequality – are redefining risks in capital markets and placing long-term investment resilience under scrutiny.
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White papersGlobal pension trends: What to expect in 2026
The world’s pension assets are concentrated in 22 major markets and total some US$58.5trn, as at the end of 2024, with the US accounting for 65%. In all, the top seven markets – the US, UK, Japan, Netherlands, Switzerland, Australia, and Canada - account for US$53.5trn.
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White papersInsurance outlook: Managing change is business as usual
We live in a fast-changing world, where organisations need to adapt in order to thrive – and this is especially true for insurance companies. Insurers are impacted by economic cycles and fundamentals, but unlike many other sectors, they must also navigate financial market risks and ongoing developments in regulatory frameworks. In the current fluid environment, agility and risk management are key.
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White papersOutlook 2026: Core investment implications
While the global economy demonstrated remarkable resilience in 2025, the true impact of US tariffs – one of the year’s dominant stories - remains uncertain. However, the International Monetary Fund has raised its 2025 global growth forecast to 3.2% from the 3.0% it projected in July and has kept its 2026 estimate at 3.1%.
