White papers2026 Investment Grade Private Credit: Annual Review and Outlook
Investment grade private credit enters 2026 with steady supply and healthy investor demand, creating a constructive yet selective outlook. Elevated rates and shifting sector dynamics underscore the need for disciplined underwriting and a focus on risk-adjusted opportunities.
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NewsNew Norway SWF council questions tech weightings, sovereign debt criteria
‘Strengthened preparedness’ needed to manage GPFG’s geopolitical risk, advises three-strong permanent panel of experts
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NewsPension Schemes Bill debate in House of Lords highlights scale mandate concerns
Members of the House of Lords question £25bn scale requirement, arguing that compulsion could stifle innovation
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News‘Purposeful reporting’ among UK trustee sustainability group’s 2026 priorities
TSWG wants sustainability reporting rules for pension schemes to be changed to free up resources for impactful activity rather than compliance
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NewsSwiss pension funds refuse to apply regulator’s rule on savings interest
OAK BV is tightening oversight on pension funds exposed to systemic risks
White papersGeopolitics, tariffs and market volatility
Markets were volatile in the past few days following a weekend escalation centred on President Trump’s threats to impose additional tariffs on eight NATO members unless the US was allowed to purchase Greenland from Denmark.
White papersGeopolitical swings in the spotlight in Davos
The global equilibrium is evolving, particularly amid significant geopolitical shifts that are causing increased volatility in financial markets. President Trump’s threat to impose additional tariffs on eight NATO members — unless the United States were allowed to purchase Greenland from Denmark (a threat that was withdrawn a few days later) — initially caused a short market sell‑off, followed by a relief rally last week. Meanwhile, the European Parliament voted to suspend ratification of the EU‑US trade deal, which would otherwise have come into force on 7 February. This does not mean the deal is dead, but that Europe is adopting a ‘wait‑and‑see’ approach.
White papersFoundations for securing Australia’s net zero future
Australia stands at a critical juncture in its infrastructure journey. As the world grapples with climate change, shifting geopolitical realities, and rapid technological advancement, Australia’s infrastructure sector is uniquely positioned to lead. With a robust economy, abundant natural resources, and a mature investment environment, the nation offers compelling opportunities for both domestic and international investors.
White papersThe structural deficit: Analysing the widening gap in global timber supply and demand
The traditional characterisation of timberland as a fringe or “alternative” asset class is increasingly difficult to sustain in the face of contemporary economic data.
White papersFrom hazard to value: turning climate science into financial insights
Climate risk is now a strategic priority: Climate risk is shifting from a peripheral concern to a core strategic priority. Volatile extreme weather, tightening regulation, and rising scrutiny around resilience are reshaping investment expectations.
White papersPrivate markets demand can help to pave the long road to net zero
Investors say the energy transition is still unstoppable and continue to back it in their allocations.
White papersUnlocking natural capital value
Institutional investors seeking resilient, future‑ready portfolios are turning to timberland and farmland—strategic assets that combine climate resilience, biodiversity, and long‑term value creation.
White papersForests as a strategic investment
Wood is an important economic resource. Due to the growing middle class worldwide, there is increasing structural demand for wood. In this context, forests are becoming an attractive investment, ensuring long-term strategic access to wood in times of geopolitical uncertainty.
White papersNordic timberland as a strategic investment
As timberland becomes a core component of institutional real asset portfolios, allocators increasingly face a relative choice: not whether to own forests, but which type of forest exposure best serves long-term capital
White papersJourney to the Center of Additionality
Roughly 1½ years ago | visited forests in the Northern part of Finland with a client. After walking for just a quarter of an hour we saw two grouses, a hare, and heard plenty of birds singing. Suddenly our guests spoke out: “there is so much more biodiversity here compared to our planted forests.”
White papersCould biodiversity become the next inflation hedge?
Real assets have moved back to the centre of institutional portfolios. After a decade in which financial holdings dominated asset allocation, investors are once again prioritising funds with physical underpinnings, long duration and the capacity to preserve real value through volatile market conditions.
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NewsAMF splits equities management into domestic, foreign, to boost return chances
Swedish blue-collar pension fund says creating two equities departments will ‘clarify and streamline the work and improve our opportunities to create a competitive return’
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AnalysisDutch pension funds reduce dollar bond holdings
Civil service scheme ABP, the only Dutch pension fund with a sizeable exposure to US treasuries, reduced its allocation by €10bn in 2025
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NewsGermany, France target European venture capital platform funded by pension capital
An expert panel led by former French central bank governor, Christian Noyer, and former German finance minister, Jörg Kukies, has delivered recommendations to scale up European venture capital market
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NewsSwiss schemes tread carefully on private equity continuation funds
Swiss pension funds weigh opportunities in private equity continuation funds while remaining cautious over governance and conflict risks
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