White papers - all assets – Page 3
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White papersSelf-fulfilling prophecy?
Concern about Trump’s tariffs and sticky inflation seem to be deflating consumer confidence.
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White papersExpert perspectives: ‘Liberation Day’ tariffs unpacked
‘Liberation Day’ tariffs have intensified stagflation fears, driving risk-off sentiment across markets. Investors are shifting toward quality, selectivity, and liquidity, while real estate shows relative resilience amid broader uncertainty.
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White papersWhere Do Private Assets Fit in an Insurer’s Liability Profile?
In an investment regime that could see lower risk-adjusted returns on public credit, private credit’s potential is becoming increasingly attractive to insurers—and was a major talking point at AB’s recent European Insurance Forum. Insurers are warming to the attractions of private assets. But how can they use them to best effect?
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White papersTop ETF misconceptions debunked
To maximize the benefits of the ETF wrapper, it is vital to appreciate how, when, and with whom to trade ETFs. We dispel common myths and explain how a deeper understanding of the ETF ecosystem can assist clients in achieving best execution
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White papersMarch jobs report: Calm before the storm
March’s strong jobs report, with a surprise 228,000 payroll gain, offered markets brief relief amid rising policy uncertainty. Yet, the data likely lags reality, as trade-related disruptions and federal layoffs begin to weigh on the labor market. While the Fed may offer support, its ability to cushion a government-driven shock remains limited by inflation concerns.
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White papersHow artificial intelligence is reshaping financial services
AI is helping enhance efficiency, reduce costs and improve decision-making
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White papersGermany cuts the debt brakes with defence spending set to soar
The market reaction to European military defence plans has been enormous, with more volatility expected in bond yields, curves, cross-market spreads and currencies.
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White papersCoping with market downturns
The 2025 market landscape has been shaken by aggressive U.S. trade policies, sparking global retaliation and heightened fears of recession. Despite sharp volatility and a dip in investor confidence, historical trends show that disciplined, diversified investors are often rewarded over the long run. Staying invested through downturns remains a proven strategy to capture the powerful recoveries that typically follow.
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White papersThe macro fallout from ‘Liberation Day’
The sweeping tariff hikes announced on “Liberation Day” have escalated fears of stagflation, pushing recession odds higher and rattling markets. With inflation likely to rise and GDP growth projected to drop by up to 2.4%, the economic strain could be the most significant since the 1930s. Still, investor sentiment may recover as attention shifts toward pro-growth policies like tax cuts and deregulation.
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White papersWhat Raising the Trade Drawbridge Means for the World Economy
Trade wars threaten longstanding trade partnerships and could weigh on the global economy.
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White papersLiberation Day: Market uncertainty, global growth concerns, and U.S. recession fears
The U.S. announced sweeping new tariffs—some exceeding 50%—shocking markets and sharply raising the risk of recession and stagflation. With inflation likely to rise and GDP growth to fall by an estimated 2.5%, investors are now eyeing potential fiscal offsets like tax cuts and deregulation. Until clarity emerges, risk assets may stay under pressure as global economies brace for the fallout.
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White papersM&A Renaissance. Exploring Fixed Income Opportunities
M&A activity, which is growing among IG and HY issuers, is driven by expectations of lower funding costs and a weak macroeconomic environment. This trend, which is set to strengthen, generates investment opportunities in new bond issues, often priced at a discount, to be evaluated with rigorous analysis to select the most promising opportunities.
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White papersIt’s ‘Show Me’ Time
Seventy days into the new U.S. administration, we are beginning to accrue enough hard data to correct or confirm the pessimism of recent soft data.
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White papersThe Endowment Model Reimagined
The endowment model defined the “art” of portfolio management, but now it needs to adopt the latest “science.”
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White papersMaking America’s Chip Fabs Great Again
As national security threats mount, the U.S. aims to revive production of complex computer chips, creating potential opportunities all along the semi supply chain.
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White papersThe Storm Before the Calm
The first weeks of the new U.S. administration have been disruptive, but we think sentiment can improve as its focus shifts from trade to tax cuts and deregulation.
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White papersNuclear power(ing up) – opportunities for investors
At COP 28 in November 2023, over 20 nations committed to tripling nuclear power capacity by 2050. As a result, broader interest in nuclear energy has surged dramatically.
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White papersLDI differentiator: the implementation manager role
This mini-series of short articles shines a light on often under-discussed but important factors to think about when structuring your LDI portfolio framework. Here we look at the benefits of employing an implementation manager.
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White papersJevons meets Sputnik: The interdependence of the new and old economy
AI growth exposes significant US power grid challenges and the interdependence of the new and old economy. Learn about the implications of Jevons paradox and DeepSeek’s ‘Sputnik moment’
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White papersMarket Valuation of Climate Patents: What are the Most Valuable Innovations?
This paper analyzes the market valuation of climate innovations through a detailed examination of patent data. We explore the relationship between Tobin’s Q —a measure of firm valuation— and the stock of patents across various climate technology categories.
