Investment Process - Articles & White Papers

Explore the five mega forces through featured content, key charts, and an 'Ask the Expert' interview with BlackRock's Global Chief Investment Strategist.

Don't miss this chance to put yourself in pole position to take advantage of a new opportunity set.

The impact of inflation and interest rates are just a couple of the factors explored in this report which aims to help allocators stay on top of a dynamic market regime.

Where should investment be directed to not only respond to change but to make the most of it? Asset class, regional, and market specific pointers…

How can equity investors best position their portfolios to succeed in a new market regime?

Explore the limitations and challenges of traditional equity strategies, and how an integration of alternative asset classes can help.

How has the macro environment impacted private markets? How can you best position yourself to gain from these lucrative asset classes?

The landscape is changing, and opportunities are opening up – find out all you need to know for an optimal allocation to private markets.

Private equity (PE) is not the only game in town for institutional investors seeking exposure to emerging companies with significant potential for growth.

With a similar historic return profile to PE, the current market environment may be pointing towards an allocation to micro cap stocks. Find out why.

How can machine learning (ML) be effectively applied in finance? This Special Report looks to answer this question and more from a practitioner’s perspective.

Industry experts consider how machine learning compares to traditional techniques, special considerations for ML in finance, and specific examples of its…

There is no doubt that fixed income is the talk of the town – the income element is back, and so are the investors. While practitioners pore over the latest Fed speak, what does it all mean for credit? How can investors balance off the opportunities available in the public and private markets?

This Special Report…

After 2022’s rout, what does 2023 have in store for bond markets? Last year marked a yield reset as central banks hiked aggressively to fight a surge in inflation. Has this presented an opportunity going forward?

This Special Report reviews the case for fixed income in 2023. Six key supporting factors are outlined…

Inflation, and the resultant path of interest rates, remain key drivers for economies and markets. What are the prospects for growth as a result? If we are in a contractionary period currently, much will depend on whether a pause in central bank tightening will enable a recovery to play out.

This Special Report…

Alternative investment strategies have historically been used only by the most sophisticated market participants, such as institutional investors and hedge funds. Liquid alternative strategies however could give market participants better access to alternative investments.

This Special Report reviews common liquid…

This year has been characterised by geopolitical and market upheaval. It has also demonstrated the importance of energy to the global economy. The solution to achieving energy security over the long term, and avoiding a climate catastrophe, may lie in achieving net-zero emissions.

This Special Report discusses the…

The impact investing market has seen tremendous growth and evolution in recent years. The opportunity to make a meaningful impact alongside investment return is understandably attractive to prospective investors.

This Special Report considers what can be learnt from an insurance approach to impact investing. Key…

It has become more important than ever to understand what goes into a company’s valuation. Investors are under pressure to find returns but would be wise not to forgo fundamental analysis of key factors such as earnings, balance sheets, and cash flow statements.

American Century Investment’s paper ‘A Scientific…

A complex and volatile market makes the search for optimal risk adjusted returns all the more treacherous. When assessing risk and reward, investors would be wise to evaluate and measure their strategic allocations rigorously.

Intech's paper 'Low Volatility Investing: Assess, Analyze, and Act' discusses how…

The first half of 2022 has brought more challenges for investors as both fixed income and equity assets have experienced a significant repricing due to the volatile economic environment. Investors are having to cope with an uncertain market environment with levels of inflation not seen for over four decades, and central…

Many market observers are predicting a U.S. recession within the next 18 months which would have a global knock-on effect. Global stock markets have already seen a significant pullback in the first half of this year. Despite the current volatility in the markets, investment experts still believe there are opportunities for…

Sovereign debt is the largest asset class globally, so it is clear to see how investor action in this area has the chance to make a huge impact. Sovereign sustainability is about supporting and directing funding to those governments that want to help society transition to a more sustainable future.

This Special…

The Fed was successful in taming inflation in the past, but with the current bout of rising prices, its credibility is on the line. Investment fundamentals are being challenged – will this period pass without having to reinvent your portfolio?

This Special Report offers a fascinating take on Fed policy as it…

Find out what role fixed income can play in a world where long-held assumptions are being challenged inside our latest Special Report.

What has driven the recent rapid growth of private credit in the U.S. and Europe, and what factors will help push this expansion further?

Our latest Special Report covers these topics in depth, alongside an exploration of what forms this quickly evolving asset class may take in time.