White papersLooking Through the Noise: Conviction Returning?
The respite from the Middle East conflict proved short-lived. Interest rates remained elevated during the fragile ceasefire and have moved slightly higher as hostilities resumed. Energy price shocks and their inflationary impact are expected to persist through the rest of 2026…
White papersSeniors Housing Market Perspective Q2
The seniors housing sector continues to benefit from a favorable combination of strengthening fundamentals, limited new supply, and improving capital market conditions. Revenue and NOI growth remained strong through the first half of 2026 as occupancy gains, healthy rent increases…
White papersBGO 2025-2026 Sustainable Investing Report
Energy is rapidly emerging as one of the central constraints and opportunities in the modern economy
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NewsIORP II review: EU Parliament rejects 2% VC rule for pensions
MEPs reject 2% VC allocation requirement as Commission bids to remove national quantitative limits to encourage greater investment into European innovation
White papersGrowth is Fundamental
The U.S. economy continues to expand at a moderate pace despite geopolitical uncertainty, trade friction, and renewed inflation pressure. The key story remains the AI-led investment cycle, which is now an important driver of business spending and broader economic activity.
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NewsCity of Westminster stalls on London CIV responsible investment choice
The City of Westminster Pension Fund seeks clarity on defence exclusions and human rights standards before choosing a London CIV responsible investment pillar
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AnalysisA closer look at Europe’s sustainable finance flows
Figures show inflows are up in 2026, but new EU report warns that sustainable finance is too reliant on debt
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NewsIndecap to appeal Swedish pension fund tender ruling
The fund manager is challenging the legality of Sweden’s SEK 200bn global equity fund procurement, risking further delays
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FeaturesImpact conversation: Impact secondaries put investor due diligence to the test
Impact secondary buyers must test past achievements against future plans, with their own diligence capable of changing or rejecting deals
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Opinion PiecesMaking private markets work for DC: the J-curve and beyond
DC schemes must address deployment delays, valuation challenges and fairness between member cohorts as private markets allocations grow
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AnalysisIPE DACH Briefing: Cyberattack affects more Swiss pension funds
The CHF25bn pension fund of the city of Zurich (PKZH), along with BLVK, Publica and Pensionskasse Post, among others, have been subjected to recent cyberattacks
Asset Manager NewsAchmea Healthcare Property Fund once again named the most sustainable in the world
The Achmea Dutch Health Care Property Fund (ADHCPF), managed by Achmea Real Estate, has once again been recognized as the most sustainable healthcare real estate fund in the world. In the Global Real Estate Sustainability Benchmark (GRESB), the fund ranked first in its international peer group of comparable healthcare real estate funds for the eighth time since 2016.
White papersFrontier Bonds: An enterprise worth exploring
Their high yields attract attention, but the diversification potential of frontier bonds deserves equal billing. Under-researched economies, domestic investor bases and reform momentum create opportunities for investors prepared to look beyond familiar markets, explains Witold Bahrke, Senior Macro and Allocation Strategist at Global Evolution.
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NewsUK regulator urges pension trustees to assess hidden AI investment risks
Growing AI investment could leave diversified pension portfolios exposed to hidden concentration risks, prompting new regulatory guidance for trustees
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NewsGerman church pension fund appoints asset management head
Susanne Weitz will succeed Oliver Lang at the €38bn German church pension fund in April 2027
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NewsEFAMA calls for changes to SFDR 2.0 proposals as trilogues kick off
The association wants the transition category to be made more flexible by making it easier for corporate issuers to qualify
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NewsPension Protection Fund pauses superfund levy amid framework review
A one-year levy pause and revised valuation assumptions come as regulatory approvals advance for UK superfunds
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NewsPeople moves: Pension Protection Fund names chief actuary
Matt Gurden, deputy government actuary at the Government Actuary’s Department, will join the PPF next year
White papersCore Matters: Riding the AI waves through thematic baskets
AI is driving one of the largest investment cycles in modern technology history. Global AI-related infrastructure investment in 2026 is expected to be around $1 trillion, of which the largest part is in the US1. The key investment question is whether AI demand can justify the scale of capital expenditure currently underway. So far, the evidence is encouraging.
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InterviewsSpotlight on UK LGPS: LGPS Central takes phased approach as pool expands beyond £100bn
LGPS Central is taking a phased approach to its expansion as it adjusts to a larger pool, new partner funds and an expanded role
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Barings CEO Michael Freno: "The private credit opportunity extends well beyond direct lending"
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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