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NewsG4S Pension Scheme completes £1.8bn buy-in deal with Just Group
The scheme’s funding level had improved in recent years, enabling the trustee and company to accelerate de-risking plans
White papersG4S case study
G4S has significantly improved its health and safety standards and performance. It has come a long way to achieve this since EOS began engaging with the company in 2009 on health and safety management.
White papersQ4 2025 repo update
In the fourth quarter of 2025, fiscal risks took precedence over monetary policy moves which, due to clear forward guidance, didn’t offer many surprises. In the UK, much of the final quarter was dominated by Budget leaks and speculation, as the Government prepared it over a period of 12 weeks.
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 papersQ4 2025 Private Credit Quarterly Review and Outlook
MetLife Investment Management’s Q4 2025 Private Credit Quarterly Review and Outlook highlights a resilient and active market environment supported by strong issuance, solid investor demand and stable macroeconomic conditions. The full report provides a sector-by-sector look at how markets performed, and what investors can expect entering 2026.
White papersQ4 2025 Short Duration Commentary
MetLife Investment Management’s Q4 2025 Short Duration Quarterly Commentary recaps 2025 and shares insights into opportunities and risks for 2026.
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NewsAP4 rehires bond trader and climate champion Ulf Erlandsson
Erlandsson has been running the Anthropocene Fixed Income Institute for the past six years
White papersQ4 2025 Investment Grade Corporate Market Review and Outlook
The U.S. fixed income market demonstrated considerable resilience in the face of persistent economic uncertainty and a U.S. government shutdown. Fourth quarter returns within the investment grade credit space were mixed though, with excess returns modestly negative (-0.02% excess return) and total returns that were positive (0.87% total return) – supported by a dovish Federal Reserve policy stance, expectations for rate cuts and strong investor appetite for relatively attractive yields.
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NewsAP4 leads Swedish buffer fund returns as forex hedging pays off
With legal obligation to protect against currency fluctuations, AP3, AP4 take weaker hit from krona strength than AP7
White papersQ4 2025 Global Trends and Tactics
Global private real estate markets are experiencing a significant turnaround, with values climbing for five consecutive quarters and total returns turning positive across all 21 tracked countries in Q2 2025, marking a decisive end to the 2022-2024 correction. Transaction volumes have surged to $739 billion over the trailing year—a 19% year-over-year increase—while real estate debt markets present compelling opportunities as lending risk diminishes, though tighter pricing reflects intensifying competition for quality assets. Read the full report to explore the data driving this global recovery and understand the investment landscape ahead.
White papersEquity Market Outlook 4Q 2025
In spite of concerns about AI-related valuations, we believe a strong economy—with monetary stimulus in the pipeline and still more to come—has set the stage for stronger equity performance in 2026.
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MP Pension sheds DKK13m of G4S stock, following Norwegian lead
Danish pension fund for academics loses confidence in UK security firm after failures
White papersQ4 2025 Emerging Markets Debt Review and Outlook
Emerging markets debt (EMD) delivered strong performance during the fourth quarter (Q4) of 2025, supported by a favorable global macroeconomic backdrop, easing U.S. monetary conditions and renewed investor demand for higher-yielding fixed income assets. Declining global interest rates, U.S. dollar weakness and supportive commodity dynamics were specifically beneficial for EM assets, supporting robust total returns across both hard and local currency spaces.
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NewsNorway’s SWF blacklists UK’s G4S, shedding €77.6m of its shares
KLP likely to follow suit with its €4.3m of investments in the security firm
White papersAsset Allocation Committee Outlook 4Q 2025
After a remarkably resilient performance in 2025 for the global economy and markets, the Asset Allocation Committee (AAC) maintains confidence in its overall outlook—continued strength in growth and risk assets over the medium term, with targeted tactical exposures across asset classes and regions.
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InterviewsLazard Asset Management 's Jeremy Taylor: “The shape of the market has completely changed”
Lazard Asset Management makes a strong case for fundamental research and active management, Europe co-CEO Jeremy Taylor tells Carlo Svaluto Moreolo
White papersFixed Income Investment Outlook: 4Q2025
As global monetary policy continues to moderate while trade and political strains persist, we are seeing decided changes in the fixed income landscape. In our view, U.S. investment grade bonds appear to offer less relative value than issues in Europe and elsewhere that may provide windows to capitalize on price dislocation. At the same time, the all-in yields provided by high yield and other sectors merit consideration despite tight credits spreads, albeit with an eye toward careful security selection.
White papersFixed Income Perspectives Q4 2025
Fixed Income Perspectives outlines the current macro and market views from across Capital Group’s extensive fixed income team and offers insights on investors’ bond exposure against an ever-changing backdrop.
White papersGlobal SMID Equity Engagement*, Q4 2025 case study: Credicorp
Our Global SMID Equity Engagement Q4 2025 case study looks at Credicorp, Peru’s leading financial group, and the vital role it plays in promoting financial inclusion in the country.
White papersGlobal Investment Outlook Q4 2025: A world in flux
Global markets are navigating a complex landscape shaped by policy divergence, trade tensions, and the unwinding of US exceptionalism. While the US remains a leader in technology and innovation, its dominance in global capital flows is being tested by slowing growth, fiscal pressures, and overconcentration in mega-cap technology stocks. A softer US dollar and heightened policy uncertainty are prompting investors to rethink their approach to safety, diversification, and drivers of returns.
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