All White papers articles – Page 6

  • Navigating Private Credit’s Next Act
    White papers

    Navigating Private Credit’s Next Act

    2025-01-17T10:46:00Z By Neuberger Berman

    As the private credit market rapidly evolves, we believe investors should consider a more flexible and specialized allocation approach.

  • Growth, Inflation and Equity Markets
    White papers

    Growth, Inflation and Equity Markets

    2025-01-17T10:30:00Z By Neuberger Berman

    We anticipate a supportive U.S. growth and inflation environment in 2025, but equity investors may not benefit from it by simply tracking the S&P 500 Index.

  • In the Balance
    White papers

    In the Balance

    2025-01-16T17:34:00Z By Neuberger Berman

    We think easing inflation and a pro-business policy environment will support above-trend growth in 2025, but the balance is delicate with risks piled up on both sides.

  • Fixed Income Investment Outlook 1Q 2025
    White papers

    Fixed Income Investment Outlook 1Q 2025

    2025-01-16T17:22:00Z By Neuberger Berman

    With inflation continuing to improve, the downward path of central bank rates remains on track, if uneven geographically given U.S. economic strength. Now, amid political turbulence, attention is shifting toward fiscal issues— spending and tax policy—that could affect issuance patterns and yields, particularly at the longer end of the curve. We are constructive on fixed income for 2025, seeing potential in shorter durations and in optimizing carry amid narrow credit spreads. At the same time, the unpredictability of political cycles could make for an eventful year that requires vigilance in guarding against risk.

  • Volatility, velocity and vigilantes
    White papers

    Volatility, velocity and vigilantes

    2025-01-16T15:09:00Z By Federated Hermes

    Volatility is how markets express uncertainty, and 2024 offered its share of ups and downs.

  • 5 keys to investing in 2025
    White papers

    5 keys to investing in 2025

    2025-01-16T11:37:00Z By Capital Group

    As we enter 2025, market optimism is high amid a strong US economy, interest rate cuts and advances in artificial intelligence. The landscape continues to evolve, presenting challenges and opportunities for investors.

  • principalam-hero-insights
    White papers

    2025 investment landscape: Q&A with our CIOs

    2025-01-15T15:22:00Z By Principal Asset Management

    The December CPI print delivered a much-needed downside surprise, relieving some of the market anxiety that the U.S. economy is at the beginning of a second inflation wave. Annual headline inflation picked up to 2.9%, but, more importantly, annual core CPI dipped to 3.2%, with the pace of monthly core inflation slowing for the first time since May last year. For the Fed, today’s print is certainly not enough to prompt a January cut. But, it does keep hopes alive that the Fed’s cutting cycle still has some room to run.

  • Why invest in trade finance?
    White papers

    Why invest in trade finance?

    2025-01-15T15:05:00Z By Federated Hermes

    The demand for trade finance continues to increase, despite a global shortage of financing to facilitate the deals. As we outline in this paper, this shortfall has created an array of potentially high-yielding investment opportunities for providers with the right resources, analytical teams and banking connections.

  • Baidu case study
    White papers

    Baidu case study

    2025-01-15T15:02:00Z By Federated Hermes

    How we engaged with a leading Chinese technology firm.

  • principalam-hero-insights
    White papers

    December CPI: Keeping rate cut hopes alive

    2025-01-15T14:21:00Z By Principal Asset Management

    The December CPI print delivered a much-needed downside surprise, relieving some of the market anxiety that the U.S. economy is at the beginning of a second inflation wave. Annual headline inflation picked up to 2.9%, but, more importantly, annual core CPI dipped to 3.2%, with the pace of monthly core inflation slowing for the first time since May last year. For the Fed, today’s print is certainly not enough to prompt a January cut. But, it does keep hopes alive that the Fed’s cutting cycle still has some room to run.

  • LDI 2025- A roadmap for European asset owners
    White papers

    LDI 2025: A roadmap for European asset owners

    2025-01-15T11:35:00Z By Generali Investments

    The evolving market dynamics of 2025 are set to redefine the landscape for insurance portfolios, with diverging monetary policies, rising geopolitical risks, and the increasing importance of energy transition risk at the forefront. In this outlook, Generali Asset Management’s LDI investment team explores strategic approaches to address these challenges, from optimizing duration and spread management under Solvency II to leveraging private assets for enhanced yields and stability.

  • Blog - LDI Case Study
    White papers

    Retiree Liability Immunization: An LDI Case Study

    2025-01-15T10:47:00Z By PGIM

    Our case study focuses on the rationale, decision factors, and portfolio construction and management when immunizing a portion of a defined benefit pension plan’s liabilities.

  • Equity Outlook - Defying gravity
    White papers

    Equity Outlook - Defying gravity

    2025-01-14T15:30:00Z By BNP Paribas Asset Management

    The US economy enters 2025 in a strong position, with above-trend growth, but also above-target inflation. This combination, while positive for equities, is not sustainable. The question then is how quickly and in what manner growth and inflation revert to trend.

  • Screenshot 2025-01-14 at 13.34.47
    White papers

    Building value in a ‘brave new world’

    2025-01-14T13:35:00Z By Partners Group (Real Estate)

    Financial markets are adjusting to a new era defined by macroeconomic volatility and elevated uncertainty. We call it the ‘brave new world’. In this new regime, investors can no longer solely rely on high levels of real growth or low interest rates to drive returns. For private markets, this shift emphasizes the importance of value creation through asset transformation and identifying investment themes supported by long-term secular trends. In this paper, we examine the factors influencing our perspective on the evolving macroeconomic landscape and individual asset classes, which inform our relative value investment strategy in this ‘brave new world’.

  • 2024 timberland investment performance set to meet or exceed 2023
    White papers

    2024 timberland investment performance set to meet or exceed 2023

    2025-01-14T12:52:00Z By Manulife Investment Management (Forestry/Agriculture)

    Last year’s U.S. private timberland investments look likely to overtake their previous year’s performance. As we await full-year reporting inclusive of annual valuations through appraisals or market transactions, this performance could offer an indication of what to expect for 2025.

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    White papers

    Investor demand for biodiversity strategies steps up a gear

    2025-01-14T12:42:00Z By AXA Investment Managers

    Biodiversity is increasingly becoming a key theme for investors, alongside wider climate and net zero considerations. The interaction between climate change and biodiversity – known as the climate/biodiversity nexus – is becoming a prominent topic of discussion, while continued growth in the number of dedicated biodiversity-related strategies in the market is also driving interest.

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    White papers

    The ‘why and how’ of integrating biodiversity into fixed income strategies

    2025-01-14T12:19:00Z By AXA Investment Managers

    One of the fundamental features of biodiversity is that it reaches into every part of our lives – and that means the impacts of biodiversity loss are also felt across investment strategies. Looking specifically at fixed income, we see important reasons why investors should integrate biodiversity into their decision making.

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    White papers

    The ‘why and how’ of integrating biodiversity into listed equity strategies

    2025-01-14T12:17:00Z By AXA Investment Managers

    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 papers

    How can investors assess and measure a company’s impact on biodiversity?

    2025-01-14T12:05:00Z By AXA Investment Managers

    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. 

  • Why should investors care about biodiversity?
    White papers

    Why should investors care about biodiversity?

    2025-01-14T11:59:00Z By AXA Investment Managers

    Biodiversity is the variability of all living organisms from all sources, spanning all ecosystems across land and sea. It encompasses the characteristics of living systems and includes everything from the diversity within a species to the diversity between species, and of the ecosystems in which they live.