All White papers articles – Page 8
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White papers
Are global small caps ready for a return to favour?
Premier Miton’s Imogen Harris, Global small cap fund manager, discusses how a recovery in global economic conditions and a mean reversion back to more normalised valuation levels could see a risk-reward balance that swings back in favour of smaller companies.
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White papers
Key Investment Themes 2025
The global economy avoided recession for a second year. Inflation began to cool and the major central banks embarked on a new cycle of interest rate cuts. However, geopolitical risk rose against the backdrop of a particularly busy election calendar around the world.
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White papers
2025 Perspectives: Optimism through the obstacles
2025 arrives on the heels of remarkable resilience in global markets. However, investors face a world still shaped by uncertainty—from deglobalization and slowing growth in developed economies to resilient U.S. equities, elevated policy risks under the incoming Trump administration’s tariff threats, and persistent inflationary pressures in the U.S. In 2025 Perspectives, our leading investment experts highlight the themes that will impact portfolios and drive market performance in the year ahead.
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White papers
Pitfalls & Mitigants of Climate Assessment Software
Physical climate risk incorporates two broad hazard categorizations: acute and chronic. Climate risk software and analysis tools typically forecast each hazard individually and across multiple timeframes and scenarios.
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White papers
2025 Outlook Insights
Our portfolio managers share their views on what opportunities and surprises 2025 might bring across equity, fixed income and convertible bond markets.
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White papers
Reviving European Securitisation: Translating Ambition into Reality
This paper reflects the views within our submission to the European Commission’s targeted consultation on the functioning of the EU securitisation framework.
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White papers
All eyes on China
“While the change in China’s policy stance is a significant development, we believe the market’s focus will shift increasingly towards the execution of these policies.”
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White papers
Closing Bell 2024 : ‘Immaculate disinflation’ and the ‘Magnificent Seven’
2024 was another good year for tech stocks and equities overall
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White papers
Fixed income outlook: resilient US provides an anchor
The enduring resilience of the US economy will be a key driver of financial markets in 2025 and beyond. Having avoided recession, the US is returning to mid-cycle, according to economic data, while inflation has continued to ease back towards the US Federal Reserve’s (Fed) 2% target, enabling the central bank to begin cutting rates. We believe the Fed views monetary policy as restrictive and will likely continue lowering rates, albeit at a slower pace than previously expected.
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White papers
COP29: Show Me the Money!
Islands of agreement cannot disguise a rising sea of disappointment, piling pressure on COP30 to restore a spirit of multilateralism.
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White papers
The Opportunities Across Private Equity’s Current Liquidity Landscape
There are attractive opportunities for experienced liquidity providers in the current private equity market environment.
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White papers
Outlook 2025: Trumponometer
Our Annual Outlook provides our key views and investment implications for the coming year
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White papers
Buyouts Secondaries Roundtable: This is Not a Market Moment
In a roundtable discussion conducted by Buyouts, Boriana Karastoyanova evaluates the continued demand for capital solutions in the secondaries market, as both GPs and LPs navigate a shifting market backdrop.
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White papers
Trump 2.0 and the Semiconductor Supply Chain
Donald Trump’s re-election could accelerate efforts to localize semiconductor production and spark more “friend-shoring” across Southeast Asia.
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White papers
Private Funds CFO Roundtable: The Strategic CFO
In a roundtable discussion conducted by Private Funds CFO, Barry Giarraputo discusses the role of the CFO in driving strategic direction while ensuring that scalable infrastructure is in place to deliver sustainable growth.
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White papers
ECB: We’re not a “Jack of all Trades”
The ECB delivered another 25 bps cut at its December 2024 meeting, bringing the policy rate to 3.0% as inflation continues tracking to their 2% target, down from near 10% just over two years ago.
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White papers
ESG goals, risk and returns – A new framework to optimise equity portfolios
A new paper from BNP Paribas Asset Management, “Impact of ESG Objectives on a Portfolio”, recently published in The Journal of Portfolio Management, details a framework for adding environmental, social, and governance objectives to passively and actively managed equity portfolios so that the impact of the ESG criteria on risk and return is minimised.
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White papers
Fiscal to the Fore
How the budget battles in France, Germany and even South Korea fit with our fiscally focused investment themes for the year ahead.
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White papers
Emerging Markets Debt Under Trump 2.0
EMD has been more resilient after November’s election than it was after the 2016 result—so, what has changed, and will this resilience last?
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White papers
Navigating the Health Care Industry in Trump’s Second Term
As President-elect Donald J. Trump prepares for his second term in office, the health care industry is poised for a period of potential change, despite his relative silence on policy details. In this case, personnel may make a major difference, and, in our view, investors should prepare for a landscape influenced by health care and budgetary appointments. While market volatility is likely, we believe maintaining an emphasis on long-term trends will be essential in navigating an evolving industry landscape. Understanding the implications of regulatory changes and key administrative appointments will likely be important in identifying investment opportunities.