White papersBeyond Developed and Emerging
Country classifications are often presented as labels attached to markets. In practice, they are de facto allocation decisions. They determine which countries enter a mandate, where risk is reported and how capital is allocated amongst developed and emerging markets.
White papersRedrawing the map of sovereign investing
For much of the past two decades, the case for developed market government bonds at the centre of fixed income portfolios rested on three assumptions: inflation would remain contained, central banks would provide a dependable source of demand, and rising sovereign debt would be readily absorbed. Each now looks less secure.
White papersIndex investing has flaws. Institutional investors can do better.
Imagine receiving this pitch: “I have an investment strategy for you. It aims to provide a rough representation of the market. It is mostly rules-based, with some exceptions. We have no say in what we buy or sell. We outsource these decisions to another entity. They will tell everyone what ...
White papersFrom fragmentation to opportunity: EMD in a multipolar world
The world is undergoing a series of profound global shifts, a dynamic we have termed to as the Great Global Restructuring.
White papersA differentiated approach to EM debt
Emerging markets (EM) debt offers a broad and differentiated opportunity set, with sources of risk and return that are underrepresented in a typical asset allocation mix. The asset class spans a wide variety of instruments from countries at vastly different stages of economic and political development.
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NewsABP commits €1bn to European venture capital over three years
Europe’s scale-up funding gap is drawing €1bn from ABP, as Brussels seeks greater pension investment in venture capital
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NewsDutch regulator backs tougher IORP II pension cost transparency
AFM warns proposed IORP II amendments could weaken transparency over direct and indirect pension costs
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AnalysisIPE Netherlands Briefing: bpfBOUW selects BlackRock as fiduciary management candidate
Plus: Dutch court orders ExxonMobil to make additional pension payments; Pensioenfonds Detailhandel hedges 80% of its equity exposure
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NewsAustria pension reform targets longer-term investment and higher returns
Millions of Austrian employees could gain access to supplementary pensions as provident funds adopt longer-term investment strategies
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NewsDanish pension fund P+ awards €200m European private equity mandate
The appointment signals a growing demand among Nordic institutional investors for access to Europe’s private equity landscape
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NewsGlass Lewis, Clarity AI combine sustainability data and stewardship
Glass Lewis says Clarity AI data will not affect voting recommendations as the firms develop connected workflows for pension funds.
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NewsUBP shifts beyond 100% SBTi coverage
Union Bancaire Privée is replacing its target of achieving 100% Science Based Targets initiative coverage across its impact portfolios by end-2026
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NewsPeople moves: Pensions UK adds quartet to board
Rachel Brothwood was appointed chair of Pensions UK’s policy board, succeeding John Chilman, who will continue on the board until the end of his term in October 2027
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NewsGermany eyes pension funds to raise further €13bn for VC investments
The second phase of the country’s WIN Initiative aims to secure commitments of €13bn to invest in venture capital
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NewsInstitutional investors commit £50m to back platform investing in Britain’s scale-ups
British Business Bank and NatWest commit £50m to Phoenix Court to support British science and technology companies from seed to scale-up
White papersUBS Asset Management: Exploring value creation across real estate markets and strategies
In this article, we look at ways investors might generate higher returns from real estate and at the current opportunities for doing so. We also review the factors we think investors must consider when managing the risk of these investments.
White papersThe operating edge: how AI is accelerating value creation in student housing
Investor attention in purpose-built student accommodation (“PBSA”) has understandably centered on the underlying real estate, given the sector’s strong performance. Yet PBSA is, at its core, an operating business wrapped in real estate.
White papersWhat investors still get wrong about European retail parks
There are estimated to be more than 5,000 institutional-grade retail parks across Europe, representing an investible universe approaching €100 billion. By any measure, this is a significant real estate sector.
White papersFive forces shaping the data centre investment landscape
Demand is accelerating. Supply is constrained. Execution is everything. For investors seeking exposure to one of real estate’s most compelling structural growth themes, data centres continue to stand out.
White papersThe sharp focus on asset selection through the lens of AI
What is the most significant impact of AI on today’s real estate sector? Investors must now assess every opportunity through an AI lens. While traditional criteria remain absolutely fundamental…
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