- White papers
Why homes with social value are a winning formula
Discover how the build-to-rent sector is transforming communities and driving long-term investment value.
- White papers
North America real estate market outlook Q3 2025
The latest US data has been mixed. Firms are investing, but consumption momentum has been weaker. We discuss the impact on real estate.
- White papers
Antifragile? Renewable energy infrastructure after the One Big Beautiful Bill
Antifragility is beyond resilience or robustness. The resilient resists shocks and stays the same; the antifragile gets better.
- White papers
The Hidden Edge: Why Granular European Assets Hold the Key to Outperformance
In today’s complex and fragmented European real estate market, opportunities are available if you are able to recognise them and are willing to do the hard work. But to see and recognise them you need to have your “boots on the ground,” your “hands on the data,” and your “head in the realities of the local market’s engine rooms.” In Germany, particularly, I’ve come to see that the greatest value is not just found but created, through rigorous granular origination and disciplined active asset management. That is the strategy we’ve embraced at Arrow Global, and it’s one I believe that offers the best chances of value creation.
- White papers
High Yield: Keep Calm & “Carry” On
The global economic landscape remains in flux as investors navigate a complex mix of resilient data, policy uncertainty, and geopolitical tension. In the U.S., recession probabilities have receded but not disappeared. While hard data—such as employment and consumption—has held up, soft indicators continue to flash caution. Inflation remains sticky in places, and the full impact of recently introduced tariffs has yet to be felt. Meanwhile, the Federal Reserve appears content to remain on hold, awaiting further clarity before adjusting policy.
- White papers
Private credit: how technology can drive efficiencies
We’ve seen the growth in the private credit market, what are some of the key drivers?
- White papers
The changing world of institutional credit
The traditional boundaries between public and private lending are rapidly dissolving, creating new opportunities – and new challenges – for investors.
- White papers
LDI H2 Outlook
In the current market phase, one common feature within LDI players has been to adopt a cautious approach towards the long end of the curve. In fact, the magnitude of the global yield curve steepening trend seen across major developed markets, driven by monetary policy, growth, and fiscal sustainability, coupled with supply/demand, has proved to be a fundamental disincentive to buy long dated assets, and this trend is expected to continue.
- Save articleNews
SBTi launches standard for investors’ net-zero targets
In order to be validated against the standard, investors will have to publicly commit to reaching net zero by 2050 or earlier
- Save articleNews
France’s FRR launches private equity mandates
The total value across both mandates is expected to be €400m-500m, with each mandate running for 15 years
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UK pensions industry comes together to inform Value for Money consultation
The People’s Pension brought together government, regulators and pension providers under ‘Pound for Pound’ initiative
- White papers
Positioning for tomorrow: Top 10 with… Interview with Edoardo Rulli
The hedge fund industry has entered a new chapter. Against a backdrop of elevated volatility, macroeconomic divergence, and shifting liquidity conditions, investors are increasingly turning to hedge funds as a potential source of resilience and return.
- Asset Manager News
Actis acquires leading Asia cooling systems energy efficiency provider bbp
LUXEMBOURG, 22 July 2025: Actis, a leading growth markets investor in sustainable infrastructure, has acquired a 100% stake in Barghest Building Performance (bbp), a leading Energy-Savings-as-a-Service (ESaaS) provider for heating, ventilation and air conditioning (HVAC) systems in Asia.
- White papers
2025 Alternative Credit insights: Advancing diversification
The alternative credit market has seen significant growth since the Global Financial Crisis (GFC), and the increasing appetite for asset classes beyond direct lending demonstrates investors looking for similar growth stories in other markets.
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Pension fund leaders help shortlist EM blended finance proposals for BII campaign
A BII call for proposals attracted 27 ‘sophisticated and innovative’ entries
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German corporate pension funds tilt towards fixed income amid risk concerns
While continuing to increase their allocations to private markets, drawn by the potential for improved risk-adjusted returns and greater diversification
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The ‘stewardship recession’: Asset owners push back
In the last of a four-part series on stewardship and shareholder engagement, Sophie Robinson-Tillett talks to asset owners about their mixed views on stewardship
- White papers
China’s growth set to hit target in 2025
“Resilient China’s growth highlights the economy’s ongoing efforts to adjust trade partnerships and manage tariff-related challenges, keeping it on track to reach its growth target for 2025.”
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Industry calls for urgency and action on UK Pensions Review
The 2027 Pensions Commission final report timeline was criticised by many as too slow
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UK government revives Pensions Commission to address saving inadequacy
The Commission will explore the complex barriers stopping people from saving enough for retirement, with its final report due in 2027