All White papers articles – Page 12
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White papersMarket data: the strategic imperative for institutional investors
In today’s interconnected financial ecosystem, market data is not just an operational necessity, it’s a strategic asset. It’s the foundation for analytics, indices and execution strategies. For institutional investors managing large-scale portfolios, the ability to access, interpret and act on accurate data is critical to maintaining performance and mitigating risk in volatile markets.
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White papers2026 Outlook: Direct Lending
In this Q&A, Orla Walsh explores the themes, trends and risks shaping direct lending—underscoring the importance of separating signal from noise as the market navigates the year ahead.
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White papersPrivate credit’s evolution
The private credit market has experienced remarkable growth, reaching $1.7 trillion in assets under management and 13% annual growth since the 2008 financial crisis. Rather than signalling a bubble, this expansion represents the evolution of a maturing asset class, offering institutional investors compelling opportunities for those who can navigate its increasing complexity.
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White papersThe rise of AI-washing: what investors need to know
Artificial intelligence (“Al”) has become ubiquitous in today’s technological landscape. Whether it’s running algorithms that recommend streaming content, driving autonomous vehicles that navigate traffic, or even simply sorting an e-mail inbox, Al is undoubtedly a powerful tool that promises efficiency, scalability, and competitive advantage for modern technology companies. As a result, companies that focus on the enhancement of Al capabilities often garner heightened attention from investors seeking to capitalize on innovative new technologies.
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White papersCorporate law showdown: the battle for incorporation supremacy in the United States
Well over half of Fortune 500 companies are incorporated in Delaware, owing to its business-friendly reputation and its Court of Chancery-a respected authority on corporate law, with well-developed and predictable case law that gives investors confidence. Beyond being the most common state of incorporation, Delaware is where shareholder rights are most frequently tested, with hundreds of fiduciary duty suits litigated annually in its Court of Chancery As a result, Delaware produces a body of precedent that sets the standard nationally concerning shareholder litigation and directly affects investors in U.S. public companies. For European institutional investors holding billions in U.S. equities, this means Delaware litigation has historically been the most reliable avenue to secure recoveries and governance reforms.
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White papersPlaying the Long Game Amid Risk Market Turbulence
Among the factors driving equity market swings recently and since summer, monetary policy – and very recently, the fear of a misstep in monetary policy – has been particularly powerful.
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White papersLooking past the chaos: the time for European real estate debt
The global commercial real estate market has undergone a profound transformation since mid-2022, with rising interest rates and macroeconomic uncertainty driving a significant repricing of assets—capital values have corrected by approximately 20–25% across Europe, creating one of the most attractive entry points for real estate debt investment in over a decade.
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White papersQ4 2025 Global Trends and Tactics
Global private real estate markets are experiencing a significant turnaround, with values climbing for five consecutive quarters and total returns turning positive across all 21 tracked countries in Q2 2025, marking a decisive end to the 2022-2024 correction. Transaction volumes have surged to $739 billion over the trailing year—a 19% year-over-year increase—while real estate debt markets present compelling opportunities as lending risk diminishes, though tighter pricing reflects intensifying competition for quality assets. Read the full report to explore the data driving this global recovery and understand the investment landscape ahead.
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White papersAI investment drive calls for diversification
“Worries about extreme valuations in US mega caps call for a diversified approach into areas and sectors which are supported indirectly by AI, but more reasonably priced.”
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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?
