White papersIndex investing is not index administration
‘Index 2.0’ allows investors to define what they own and why. We examine a route to index customisation that aims to keep the discipline of an index while minimising the administrative frictions of an index provider.
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.
White papersHome is not a guaranteed hedge
Having spent more than two decades in asset management and private wealth, I have watched investors become more nuanced in the way they think about risk. What once appeared prudent can start to look less safe when the world changes around it. Today, that is increasingly true of portfolios that remain concentrated close to home.
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NewsESMA confirms it will rethink ESG fund-naming rules
ESMA will also tackle the taxonomy, electronic tagging and SFDR 2.0 in 2027
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NewsVBV Group integrates severance and pension funds’ boards
As part of the reshuffle, in October, Christian Reiss will assume the position of CEO of the severance fund
White papersOil shock; six months on, the EM debt bid remains strong
In April, we argued that emerging markets (EM) fixed income was better positioned to withstand the oil shock than it had been in 2022 and that we believed the asset class was poised for a strong rebound if de-escalation occurred within a relatively short time frame. De-escalation took longer than ...
White papersOld ideas, new applications: the evolution of index and rules-based investing
In this article we explain how ideas with roots in the 1970s – from factor investing to the foundations of UBS HOLT – are being applied to modern index and rules-based strategies through new data, research and portfolio construction techniques.
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NewsEuropean investors stay bullish on energy transition despite geopolitical risks, IFM finds
Survey finds 81% of EMEA investors see long-term energy transition opportunities, even as geopolitical instability and inflation weigh on portfolios
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NewsAchmea sets up EM debt impact vehicle with ILX for Dutch pension funds
Netherlands’ fourth largest pensions manager links up with specialist asset manager to provide access to loans originated by development banks
White papersRethinking emerging markets: diversification and growth opportunities in equities and fixed income
Growing global uncertainty around company valuations, monetary policy and business cycles is prompting investors to rethink their asset-allocation strategies – and emerging markets (EM) are ideally placed to benefit. Across EM, a number of factors are combining to create compelling diversification opportunities in both equities and fixed income.
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NewsUK government urged to set clear timetable for increasing automatic contributions
Pensions UK research shows support from public and employers for increasing automatic contributions
White papersEnhanced indexing – bridging active and passive investing
Investment strategies that sit between passive and highly active management have gained increasing attention from investors. Often referred to as enhanced indexing, active indexing or smart beta, these approaches combine features of both investment styles.
White papersEmerging Markets, Reframed
Within a few years, the United States could be spending as much of its budget servicing debt as a median high-yield emerging market country. It is a stunning role reversal — and a useful starting point for rethinking the case for emerging markets.
White papersWhat unicorns reveal about future investment risk
Private market investments are now a mainstay of institutional portfolios. Yet while allocations have grown, the information available to investors has not kept pace.
White papersGlobal yields surge
“We are in a regime of higher yields for longer across the globe. Bond volatility is likely to stay higher than in the past decade, but yields are becoming increasingly attractive.”
White papersSystematic fixed income: Bringing diversification benefits to credit portfolios
Systematic credit is still a small part of fixed income, but its portfolio role is growing. For credit allocators, it can offer a disciplined and differentiated source of diversification.
PodcastFocus on the broader EM opportunity – not just the tech titans
Emerging market equities have staged a powerful comeback, led by AI-related companies in Korea and Taiwan. However, the bigger long-term EM opportunity favors a systematic, broad-universe approach.
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 ...
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