All Strategies articles – Page 7
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White papersA racing certainty – can big tech beat the odds again?
My Grandad was into horse racing, it was his passion. If you named a horse, he could tell you who its sire and dam were and when he bet it was always “on the nose”. There were no ‘each way’ bets for him! As a youngster I didn’t understand how the same horse didn’t win all the time – surely if it was the fastest once then it would nearly always be the fastest. That was when he explained the handicap system to me – every time a horse won it would carry a heavier weight in its next race. This is what made it interesting, uncertain, unpredictable and his passion in life.
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White papersIn the Balance
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.
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White papersVolatility, velocity and vigilantes
Volatility is how markets express uncertainty, and 2024 offered its share of ups and downs.
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White papers2025 investment landscape: Q&A with our CIOs
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.
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White papersDecember CPI: Keeping rate cut hopes alive
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.
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White papersLDI 2025: A roadmap for European asset owners
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.
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VideoAlpha, an active approach and fundamental research – how we invest in credit
Two things differentiate Columbia Threadneedle from our investment grade competitors: a bottom-up approach to constructing portfolios, and a real focus on downside risk management.
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White papersBuilding value in a ‘brave new world’
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’.
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White papersInvestor demand for biodiversity strategies steps up a gear
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 papersThe ‘why and how’ of integrating biodiversity into fixed income strategies
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 papersThe ‘why and how’ of integrating biodiversity into listed equity strategies
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 papersHow can investors assess and measure a company’s impact on biodiversity?
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.
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White papersPrivate markets and the data revolution: Challenges, solutions, and the future with AI
To conclude our 2024 Private Markets Study series, we gathered a panel of industry specialists from the financial services and technology sectors to analyze how LPs and GPs are tackling data challenges, evolving their strategies, and leveraging AI to transform private markets.
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White papersWhat will Trump’s Presidency mean for European mid-caps?
With Donald Trump taking office on 20 January, Premier Miton fund managers Carlos Moreno and Thomas Brown consider the potential impact on European firms.
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White papersDC and Bonds: The End of the Affair…and a New Beginning
Bonds’ traditional role in pension allocations is over. But they have a new purpose in a lifetime income strategy.
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White papersU.S. equities: Climbing the valuation wall
Investors enter 2025 with cautious optimism following a stellar 2024 for equities, as stretched valuations and elevated bond yields pose near-term challenges. Despite these potential headwinds, strong earnings growth remains the driver of market performance—if earnings deliver as expected, equities are likely to remain biased higher.
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White papersGlobal 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 papersThe 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 papersReasons for a standalone India allocation in a global portfolio
Explore why India’s special characteristics have contributed to equity outperformance and how dedicated exposure could bring value to investors.
