White papersEmerging Markets: Uncovering Key Alpha Drivers Amid Shifting Global Dynamics
Emerging Markets (EM) enter 2026 on the heels of an exceptional 2025 — a year defined by strong total returns and resilient fundamentals despite global volatility. The EMBI Global Diversified returned 14.3%, the GBI-EM Global Diversified returned 19.3%, and the CEMBI Broad Diversified returned 8.7%.
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NewsAkademikerPension uses repo innovation to boost risk, return potential
Danish pension fund CIO says rationale for levering up came down to the characteristics of the scheme members
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NewsSwiss public pension funds hit strongest funding levels in 25 years
Funding ratios surge as strong commodities, equities and gold returns bolster public pension balance sheets
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NewsE.ON UK pension fund appoints Schroders Solutions as principal investment manager
Schroders Solutions has overall control of the group’s investments, both through direct asset management and by appointing external investment managers
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NewsDutch financial regulator plans to step up scrutiny of pension funds’ sustainability claims
A study of 42 financial institutions by AFM flagged greenwashing concerns across the market
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AnalysisAI makes inroads into proxy voting
In the US, JP Morgan Asset Management dumped proxy advisers in favour of an AI tool for domestic voting
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NewsAustrian pension reform more likely under current government, Valida says
Valida CEO flags Danish-style reforms as Austria seeks to strengthen second pillar pensions amid fiscal pressures
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NewsPeople moves: LGPS Central adds to executive team with duo
Plus: IGG appoints trustee director; NBIM’s chief risk officer steps down
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NewsBPL Pension to allocate €1bn to impact investments
The €25bn pension scheme for the agri- and horticultural sector will invest 80% of the new portfolio in private debt and 20% in private equity
White papersWe Got the Beat
Allspring’s investment experts take the pulse on 2026, revealing strategic investment opportunities amid shifting global dynamics.
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NewsFormer German dentists’ fund director ‘abused his position’, court rules
According to the court, Ralf Wohltmann ‘deliberately placed himself in a conflict of interest’ by holding dual positions
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NewsUK pension reforms questioned over saver risk and impact on competition
UK upper parliament warns pension reforms could shift risk onto low-income savers, while consolidation threatens competition and innovation
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NewsItaly’s pension shake-up raises stakes for multinational employers
Auto-enrolment and contribution portability force multinational employers to rethink pensions as Italy reshapes its second pillar pension system
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NewsInvestment Association urges asset owners to rethink stewardship
IA report outlines six structural challenges and 10 recommendations for asset owners, investment managers, consultants, and regulators
White papersQ4 2025 Equity Market Review
It has often been said that success and happiness lie within the journey rather than at the destination. For small cap investors, 2025 was a turbulent and twisting ride whose volatile journey fortunately ended with a successful outcome. After the 2024 Presidential election, equity markets rallied as many investors assumed the new administration’s focus on lower regulation and taxes would be beneficial to growth. Underlying economic activity was supportive of this conclusion, driven by consistent employment growth, better inflation trends and increased consumer activity.
White papersUnlocking nature-based solutions with mitigation banking
Natural capital has long been seen as an effective portfolio diversifier for investors, offering an attractive balance of environmental and income characteristics. However, entering these markets has proved challenging for many.
White papersCould US GDP growth hit 5% this year?
The resilience of the US economy never fails to amaze me. Despite all the turmoil in the world, the US economy somehow manages to look past it, power through it, and come out stronger on the other side.
White papersUK Value – Beware the rear-view mirror…
In his latest insight, Matthew Tillett, Fund Manager of the Premier Miton UK Value Opportunities Fund, explores how persistent “crisis narrative” sentiment has weighed on UK SMID, despite improving fundamentals. With valuations still sitting at a steep discount to both UK large caps and international peers, the big question is: could 2026 be the year UK SMID starts to regain lost ground?
White papers2025 in review, 2026 positioning: A US investor outlook
Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, reflects on a year shaped by two powerful and opposing forces in US equities. 2025 saw a sharp shock to economic confidence, set against a renewed wave of optimism driven by accelerating investment in artificial intelligence. As we move into 2026, understanding how these dynamics played out, and how they may now be evolving, is critical to positioning portfolios for the year ahead.
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NewsLGPS Central to launch pooled global credit fund
The fund will be managed in partnership with three global credit managers – Capital Group, JP Morgan Asset Management and Neuberger Berman
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