Asset Class Reports

In-depth regular coverage and asset manager surveys on leading asset classes

Latest Asset Class Reports

Barr Alex

Refinancings: private equity out in the cold

November 2023 (Magazine)

Activity has been disappointing due to macroeconomic headwinds and geopolitical tensions 


Emerging market corporates struggle to sway bond investors

October 2023 (Magazine)

There are mixed views about the prospects for emerging corporate debt, despite the sound fundamentals 

PFZW takes stake in green bonds

Portfolio strategy – Fixed income & credit

July/August 2023 (Magazine)

Factors including rising inflation and interest rates, the war in Ukraine, and the uncertainty surrounding the global economy might have significantly slowed down the growth of an alternative asset class like private debt. But this has not been the case, and while fundraising by private debt managers for 2022 and 2023 might be challenging, investors are making new long-term commitments.


Portfolio strategy – Equities

June 2023 (Magazine)

Our report shines a light on investors’ thought processes when it comes to choosing active, passive or a combination of the two. We surveyed CIOs and senior portfolio managers to get an insight into how they construct their equity portfolios. Our report also features an investigation into the fall in listings on the UK equity market, at a time when listing domicile is increasingly consequential aspect of portfolio construction.