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Institutional Investors
Emerging market private credit – what, why and how to invest
Why emerging market private credit deserves a closer look
Rising risks are increasingly evident in developed private credit markets. However, the dynamics look...
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Institutional Investors
Europe's utilities will spend trillions in capex, introducing a new credit risk regime
Europe’s utilities will spend trillions in capex, introducing a new credit risk regime
Europe’s utilities sector is on the brink of a generational shift.
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Institutional Investors
Are we losing the AGM, and does it matter?
Are we losing the AGM, and does it matter?
As more companies move to virtual-only annual meetings, questions are being raised about what may be...
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Institutional Investors
The Credit Market Lens: Sharpe Is Back in Emerging Markets
Sharpe is back in emerging markets
Why emerging market bonds are delivering the best risk-adjusted returns in fixed income, and what it...
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Institutional Investors
Regulation: The impact of a more prescriptive regime
Regulation: The impact of a more prescriptive regime
How has the introduction of the DB Funding code affected the amount of investment-related work for your...
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Institutional Investors
Q" 2026 PRIVATE EQUITY LENS
Private equity in Q2 2026: Deal and exit values improve, but recovery remains concentrated
Schroders' latest Private Equity Lens finds fundraising still subdued even as deal activity rebounds...
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Institutional Investors
Mega-IPOs and rising equity supply
Mega-IPOs: Rising aggregate supply and euphoria - a risk in markets?
Fisher Investments Europe warns that a wave of mega-IPOs is about to flood equity markets with supply,...
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Institutional Investors
Bridge to buyout: an alternative path for DB schemes
Bridge to buyout: an alternative path for DB schemes
As affordability pressures and insurer capacity constraints delay transactions for some schemes, bridge-to-buyout...
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Institutional Investors
Public vs. private equity: The widest equity return gap in two decades
Public vs. private equity: The widest equity return gap in two decades
Private equity can no longer count on rising valuations and must now drive returns by growing the underlying...
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Institutional Investors
Emerging markets are not what they used to be, neither should their allocation
How AI is reshaping the case for emerging markets in pension portfolios
J O Hambro argues the asset class has fundamentally changed — and trustees' allocations should reflect...
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Institutional Investors
L&G's midyear global outlook: AI vs geopolitics
Midyear global outlook: AI vs geopolitics
As AI rewires capital markets and geopolitical rivalry deepens, L&G's CIO sets out why resilience — not...
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Institutional Investors
Defensive equity: a DC strategy for today and tomorrow?
Defensive equity: A DC strategy for today and tomorrow?
As defined contribution pensions mature, there is a growing focus not only on how members build their...
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