White papers - all assets – Page 6
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White papersChina State of Decarbonization & Sustainable Finance Overview
China’s energy transition and sustainable finance ecosystem is vast and multifaceted, with meaningful implications for both generalists and sustainability-focused investors. This report provides key indicators and investment insights to help track and interpret that evolution over time.
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White papersGlobal Investment Views - January 2026
Central banks easing into a thus-far resilient economy
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White papersQ4 2025 Short Duration Commentary
MetLife Investment Management’s Q4 2025 Short Duration Quarterly Commentary recaps 2025 and shares insights into opportunities and risks for 2026.
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White papersLooking Ahead to 2026: Opportunities in Fixed Income
Lloyd Harris, Head of Fixed Income at Premier Miton, shares his outlook for the year ahead and how the team are positioning portfolios.
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White papersRelative Value & Tactical Asset Allocation Q1 2026
The dispersal of artificial intelligence (AI) and related technologies across the economy is creating both optimism and pessimism. Job disruptions caused by the spread of this technology appear to be manifesting in rising youth unemployment, a development that has real social and economic impacts in both the short and long term — both on the workers directly impacted and on their families.
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White papersEurozone Multi-Asset shines in 2025
A 50-50 Eurozone equity and fixed‑income index has delivered only two negative annual returns since 2015, showing how diversification across asset classes and a long-term investment horizon can help overcome volatility. The 2022 exception – when both equities and bonds delivered negative returns – was followed by three years of above-average returns.
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White papersEquities: Stay Invested, Stay Diversified
Looking back over the past year and ahead to 2026, it feels especially relevant to re-emphasize the importance of staying invested and diversified.
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White papersQ1 Real Estate APAC Quarterly Spotlight
The lowdown on all that is meaningful in Asia Real Estate
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White papersGlobal Risks Outlook 2026: Cloudy with a Chance of Boom
Heading into 2026, investors face a shifting landscape shaped by economic, policy, and geopolitical risks that cut across asset classes. Understanding these forces is essential to interpreting the environment ahead. In this Global Risks Outlook, we outline the macro forces that may influence 2026, including labor-market pressures, ongoing trade policy unpredictability, evolving AI-driven investment trends, and a complex geopolitical backdrop.
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White papersMulti-asset credit investing: A quantitative framework
The credit universe has expanded far beyond government bonds and investment-grade corporates. Today’s investors navigate high yield, leveraged loans, securitized assets, emerging markets debt and private credit, requiring a disciplined approach to capture value across complexity. Discover how a quantitative framework integrating capital market assumptions, risk modeling and optimization can help institutional investors construct portfolios tailored to specific objectives, from matching insurance liabilities to meeting pension obligations.
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White papersKeeping the lights on: How utilities are meeting AI’s energy needs
As we head into year-end, the question on many investors’ minds is: “What’s next?” While some themes have run their course, one opportunity continues to stand out - listed infrastructure. In this note, Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund, explains why affordability concerns remain and how innovative solutions and cost-sharing models are emerging to address these challenges.
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White papersThe Journey of Global Liquidity
Tracking global liquidity is essential because it influences all assets, which has significant implications for portfolio construction. However, analysing global liquidity is complex: while measuring the initial supply is relatively straightforward, understanding how it spreads and multiplies is challenging.
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White papersNetflix and the Credit Implications of an M&A Surge
How could the new wave of high-profile dealmaking affect the investment grade landscape?
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White papers2026 Investment Outlook
Our latest Outlook report offers actionable insights into global markets
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White papersQ1 2026 Private Markets Outlook
In our view, the opportunity set for Private Market strategies remains deep. Within the sub-sector of Private Credit, we continue to hold a ‘Positive’ outlook.Investor appetite for private credit remains strong, thanks to its stability, yield premium, and consistent income, but deployment challenges and rising regulatory scrutiny are shaping the landscape.
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White papersThe future of health care: Medtech’s innovation hotspots
Chronic disease is on the rise and populations are ageing. Innovative medical technology (medtech) that helps address some of the resulting challenges to health and well-being offers significant growth potential.
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White papersKey Investment Themes 2026: Our roadmap for the new investment landscape
2025 has seen the global economy hold firm, despite headwinds from the US ‘Liberation Day’ tariffs and concerns over fiscal dominance and the ability of the Federal Reserve to maintain its independence. Most central banks normalised monetary policy while the AI investment boom helped to support growth.
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White papersFed cuts, keeps a balanced tone
The Federal Reserve (Fed) reduced its target federal funds rate by 25bp at its December policy meeting. Chair Powell acknowledged that risks to both sides of the Fed’s dual mandate — inflation and labour markets — remain. However, we believe some signals from the Fed suggest labour markets are weaker than current data indicates.
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White papers2026 Fixed income outlook: Structural shifts create strategic opportunities
The global fixed income landscape is becoming more differentiated and policy-driven. Fiscal policy is reshaping yield curves, while the narrowing gap between developed and emerging markets demands a fresh approach to credit assessment. Despite tight valuations in traditional credit, the macro environment remains constructive with improving growth, moderating inflation and healthy corporate balance sheets. Discover where we’re finding the most attractive risk-adjusted opportunities across securitized credit, municipals, leveraged finance and beyond.
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White papersEntry Valuations: Private Deals at a Discount to Public Markets
Year-to-date 2025, private deals are trading at a deeper discount to public markets, where concentration has increased and the ‘Magnificent Seven’ now represent a significantly larger share of the S&P 500 than historically.
