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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 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.
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.
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.
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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 papersQuarterly Equities and Multi Asset Outlook – Q4 2025
The recent flurry of AI deals, creating increasing interdependencies among some of the world’s largest AI players, is bringing back memories of the dot.com bubble. The key question in investors’ minds is whether we are now facing an AI bubble. The second derivative of the same question is whether we have reached a peak in equity markets overall, after a remarkable run. In our opinion, as is often the case, the answer’s not straightforward.
White papersRelative Value & Tactical Asset Allocation – Q4 2025
Turbulence in growth resulting from U.S. policy vacillations continues to drive expectations for global activity and inflation risks. Although initial tariff announcements resulted in a significant equity market downturn and a surge in volatility, financial markets have recovered and rallied. However, the tariff impact on data is likely to lag survey and other data, suggesting that we are unlikely to see a significant acceleration in economic activity anytime soon.
VideoChina Equity Q4 2025 report: The rewards of a disciplined and dynamic approach
When we launched our China Equity Strategy in July 2022 it was during a tough period for the asset class. However, we did not just see risks, we saw opportunities. Despite various headwinds, we saw enduring potential in a market that remains one of the most dynamic in the world – and that conviction has been rewarded.
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Special ReportUS courts award more than $4.7bn as securities class actions intensify
Tech and heathcare sectors dominated US class action cases in 2024
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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
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NewsFord pension funds complete £4.6bn buy-in deal with L&G
The buy-ins were completed as part of one combined transaction, which secures the benefits of over 35,000 retirees across two pension funds
PodcastFrom Forecasts to Facts: Revisiting 2025’s Investment Themes
With 2025 marked by heightened uncertainty, shifting fiscal policies, and volatile market swings, investors are eager to understand which trends have held up—and which have not. As we cross the year’s midpoint, Neuberger Berman’s senior investment leaders reconvene to assess the predictions made in our annual “Solving for 2025” outlook.
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NewsRolls-Royce completes £4.3bn full buy-in with PIC
The transaction insures pension benefits of 15,000 pensioners and 21,000 deferred members
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NewsFondoposte picks asset managers to oversee €1.4bn
The pension fund’s assets will be split between four investment compartments, aligning portfolio strategies more closely with members’ risk profiles and time horizons
White papersCLOs: 4 Factors to Watch
CLOs look well-positioned in the current environment, particularly given their floating-rate nature, robust structural protections, and potential for incremental yield—but risks remain on the horizon.
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NewsNN Life & Pensions in €4bn longevity reinsurance deal with Prudential Financial
The reinsurance deal covers around 96,000 policyholders and was arranged through PFI’s primary US insurance subsidiary
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NewsJust Group to be acquired by Brookfield Wealth Solutions in £2.4bn deal
BWS intends for Blumont and Just to operate as a single, consolidated insurance group under Just Group brand





