All White papers articles – Page 7
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White papers
The hare or the tortoise? A unique approach to investing in the US
Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, looks back over his investment career, discusses his investment approach and highlights why dull boring businesses are the cornerstone of the fund’s investment portfolio.
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White papers
Tackling inequality and inequity in healthcare
Inequity and inequality are all too common within the modern healthcare system, even in developed countries. The picture is not entirely bleak, however. As impact investors, we have identified several solutions providers finding ways to reduce and overcome the barriers to healthcare.
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White papers
Global Macro Outlook: First Quarter 2025
We expect all major economies to continue to expand, with the US out front again, as well as positive momentum for business investment. The question for investors will be to what degree US outperformance will extend to the financial markets. Global headwinds are likely, especially in the trade channel in light of proposed tariffs and immigration policies, but our outlook remains generally positive.
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White papers
First Quarter 2025 Market Outlook
PGIM Fixed Income’s First Quarter 2025 Market Outlook.
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White papers
After two strong years, what will 2025 bring?
“2025 will continue to offer opportunities and investors will need to assess the impact of Trump’s policies.”
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White papers
European Fixed-Income Outlook 2025: Adversity, Uncertainty, Opportunity
European bond markets are climbing a mountain of worry. Despite the risks, history suggests a positive outcome.
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White papers
Bond yields on the rise
Bond yields started the year with strong upward moves, and reached close to the highs seen in April last year. This latest upward trend, which has been evident from September amid Trump’s election campaign and his eventual victory, has been partly driven by resilience in the US economy.
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White papers
The Road Ahead: 2025 North America Insurance Outlook
Key themes we see emerging for insurance investors in 2025 involve duration positioning, managing credit exposure, exploring relative-value opportunities, tapping the potential of private markets, and portfolio-liquidity and cash-management considerations.
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White papers
The investment landscape in 2025
Pictet Asset Management’s annual outlook provides detail on the defining themes of 2025. We share critical insights into the challenges and opportunities that financial institutions may face.
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White papers
Equity Outlook: Preparing for Profound Policy-Driven Change
Political uncertainty and volatility create fertile ground for active investors to find companies that can successfully navigate a new era.
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White papers
The Patchwork of Eurozone Pension Systems and Budget Constraints
The issue of pension systems in Eurozone countries is significant because pension outlays represent a substantial portion of GDP. And an ageing population increases financing needs. At the same time, country deficits – and consequently debt – have deepened during the Covid period, including through higher interest rates.
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White papers
Financials: Poised for recovery
The positive economic outlook—highlighted by an increasingly likely soft landing—along with industry-specific green shoots, such as favorable credit conditions, improving loan growth, higher net margins and fee income, and a more accommodating regulatory environment, is poised to drive an inflection point in financial services earnings. These factors should help create a return to capital and a favorable earnings environment through 2026, helping extend positive investor sentiment within financial stocks.
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White papers
Fixed-Income Outlook 2025: Fertile Ground
Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.
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White papers
Global Investment Views - January 2025
A semblance of a goldilocks ahead of Trump’s inauguration
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White papers
EM Local Debt: Time to Shift the Perspective?
EM local debt has historically offered higher yields than the comparable U.S. risk-free rate, and recently has begun to exhibit more stability as well—which presents a compelling case for investors.
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White papers
SDG Engagement Equity, Q4 2024 case study
Ansell is domiciled and listed in Australia but is a genuinely global producer of personal protective equipment (PPE) for workers within healthcare and industrial settings.
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White papers
2024 recap: Resilient despite risks
Markets defied challenges in 2024, delivering strong gains across equities and bonds, supported by investor optimism and resilient economic fundamentals. Entering 2025, a mix of policy clarity and elevated equity valuations suggests a cautious but optimistic outlook for U.S. growth. Key risks—including trade policy and the Federal Reserve’s evolving ...
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White papers
REITs 101: Unlocking the Value of Public Real Estate
In our last research article, titled “The Current Opportunity in REITs” we posited that REITs may have reached an inflection point after several years of underperformance. Building on that view, this article delves deeper into the fundamental reasons for investing in REITs, emphasizing the advantages of this unique asset class such as income generation, diversification, and inflation protection.
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White papers
The Current Opportunity in REITs
Discover why global REITs, despite recent underperformance, present a promising investment opportunity as macroeconomic conditions shift and valuations hit historical lows, positioning them for potential gains.
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White papers
2024 Global Public Real Estate Outlook Report
We believe REIT share prices are ready to take off in 2024 after patiently awaiting their turn on the runway for the better part of two years.