Insights

Emerging markets have long been overshadowed by the dominance of U.S. technology giants and a global preference for perceived safe-haven assets. Yet today, against a backdrop of a weakening U.S. dollar and rising uncertainty over American trade policy, they are reasserting themselves as a strategic option for investors seeking growth, diversification, and resilience.

Distinguished by its size, skill and strategy, NAM was a standout winner in the Covered Bond Investor of the Year category. GlobalCapital spoke to Henrik Stille, Head of Fixed Income Rates, about NAM’s approach.

Europe stands at a crossroads. A fractured global order has exposed its dependencies — on Russian energy, Asian manufacturing, and U.S. military support. What was once a stable framework for growth is now a source of risk and volatility.

As we enter the next phase of global decarbonisation, institutional investors are rethinking their strategies.

As the ESG investment landscape continues to evolve, clarity has become just as important as conviction. In a move designed to reduce greenwashing and enhance transparency for investors, the European Securities and Markets Authority (ESMA) is implementing new naming guidelines for ESG funds, effective from April 2025. These changes, while regulatory in nature, present a meaningful opportunity for investors and fund selectors alike.

It’s now or never for Europe. We are at a point where Europe must reinvent its identity in a new world in which we are on our own. We need to decide whether to take responsibility for our future or let others decide for us. It is absolutely crucial whether Germany uses its significant fiscal space to rearm and improve infrastructure. If this happens, I am quite optimistic about the return opportunities for Europe in the coming years.

As turbulence continues to rattle global financial markets, many investors are seeking refuge in traditionally safe assets, including government bonds.

Recent geopolitical events and policy uncertainty have thrown into question the continued relevance of decarbonisation across the economy.

As monetary easing continues in Europe, conservative investors need to seek out new ways to safely grow their capital. High quality bonds could be the answer they are looking for.

As International Women’s Day highlights female economic empowerment and encourages companies to prioritize diversity in recruitment, we explore how investors can benefit from focusing on female representation.

The global economy is in the midst of a remarkable transformation, presenting investors with a unique mix of hurdles and opportunities. Over the past year, we’ve witnessed persistent trends—America’s economic resilience, global disinflation, and simmering geopolitical tensions—that are likely to shape the year ahead, though with important nuances.

The targeted and strategic deployment of capital can play a role in equipping, empowering, and augmenting the sustainable producers of the future.