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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
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G4S 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 papersInvestment View for Q4: Liquidity is confidence
‘Investment View’ provides our quarterly macro & market outlook and investment recommendations
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NewsUK commits extra £20.4bn to public investment institutions
British Business Bank and National Wealth Fund receive extra boost for private investment, to support businesses and drive UK growth
White papersRelative Value & Tactical Asset Allocation Q4 2026
Resilient growth, persistent inflation, evolving monetary policy, and geopolitical uncertainty are expected to shape markets heading into 2027. AI-related investment remains an important growth driver, while rate volatility may create opportunities for selective investors.
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NewsPKA commits DKK6.4bn to European unlisted companies
Danish pension fund PKA is investing DKK6.4bn in European unlisted companies, including DKK1.5bn in venture
White papersEquity Outlook 4Q 2026: Rising Rates Shift the Balance of Risks
We believe a combination of higher yields, potential earnings growth pressure and overall market fragility has shifted the balance of risks. While we remain constructive on global equities, more caution appears warranted.
White papersAsset Allocation Outlook 4Q 2026: Repricing Risk, Recalibrating Exposure
The Asset Allocation Committee enters the fourth quarter moving to a more cautious near-term stance while maintaining a broadly constructive posture on risk assets. Higher long-end rates and the beginning of a modest rate hike cycle prompts risk adjustment at the margins.
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NewsScottish LGPS target £3.4bn allocation to local investments
Based on the funds’ combined assets of around £67bn at 31 March 2025, the allocation would be worth around £3.35bn
White papersFixed Income Outlook 4Q 2026: Walking the Line Between Rates and Inflation Risk
The fixed income environment has been particularly painful for investors in recent months, as long-term yields increased to multiyear highs amid geopolitical and economic turbulence. Slow progress on inflation, energy shocks and heavy issuance were among the headwinds, along with a hawkish turn by central banks.
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NewsSmart Pension unveils UK-first human capital benchmark for £4.4bn equity fund
The pensions provider partnered with Denominator to analyse leadership diversity, workforce practices, employee turnover, and pay gaps
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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
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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 papersBack to the Future: Cap Rates, Inflation, and the Lessons of the 1970s
If today’s macroeconomic environment begins to resemble the 1970s, the path of cap rates could take many investors by surprise.
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NewsUniversities fund consults on cutting contribution rate to 16.4% after funding improves
USS’s improved funding position opens consultation on lower contributions while prompting debate over scheme’s long-term direction
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.
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ResearchWhat’s driving the UK’s £3.4trn institutional market? IPE’s exclusive market insight report
BlackRock has retained its position as the largest manager of UK institutional assets for the second consecutive year, as consolidation, pension risk transfer activity and the rise of private markets continue to redraw the boundaries of the UK pensions industry, according to IPE’s exclusive annual survey.
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Q4 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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Equity 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 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.
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Investors prepare for future equity markets, IPOs, and challenging governance models
M&G Investments' Joseph Pinto pinpoints partnerships and the insurance win-win
Ann Prendergast, State Street IM: “Policymakers today see us in a different light”
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