White papersEquity Market Outlook 1Q 2026
In the following collection of charts, we a) reaffirm our belief that supportive macroeconomic and capital-markets forces have the potential to drive further equity gains; b) address what we view as some of the more important risks to our thesis (including potential drawdowns that tend to accompany mid-term election years, as well as rising bond market volatility); and c) offer tactical portfolio guidance across various equity markets.
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NewsAll that glitters: Swiss pension funds raise gold exposure
Swiss pension funds boost gold allocations, seeking protection from geopolitical shocks, market volatility and fading trust in US assets
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NewsPensionDanmark, AXA, UN pension fund on new Net-Zero Asset Owner Alliance steering group
The Net-Zero Financial Service Providers Alliance, meanwhile, has announced it is shutting down
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NewsSFDR 2.0 positions green bonds as ‘structural portfolio solution’, says MainStreet
Proposed reforms to the EU’s SFDR framework could see green bonds play a key role in securing sustainable and transition labels without sacrificing diversification
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NewsPeople moves: LGPS Central names investment director for local investment
Plus: bfinance appoints DACH senior director; Barnett Waddingham names head of pensions governance
PodcastConnecting Capital to Opportunity: A conversation with Barings Chairman & CEO, Mike Freno
In this episode of the Streaming Income podcast, Barings Chairman & CEO Mike Freno shares how long‑term partnerships, innovative thinking, and deep global relationships are reshaping the asset management landscape.
White papersEvergreen Private Equity Investing: Key Benefits of a Direct, Multimanager Approach
An expanding array of evergreen funds now aims to deliver continuous private equity exposure with lower barriers to entry. But not all approaches are created equal.
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NewsIcelandic pension majors eye merger, creating biggest pension fund with €15bn
Pension Fund of Commerce and Birta agree to explore feasibility of merging, increasing operating efficiency
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NewsHolcim Group picks Van Lanschot Kempen for £2.5bn fiduciary mandate
Trustees of Lafarge UK Pension Plan and Aggregate Industries Pension Plan pick Van Lanschot Kempen as new fiduciary manager
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NewsNEST partners with Rothesay to co-design insured longevity risk solution
‘Our solution will aim to provide a lifelong income solution to NEST’s members and provide certainty that they will not run out of money in retirement,’ says NEST CEO
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NewsLPPI looks to hire Brunel staff in next step of LGPS consolidation
The pool was previously rumoured to be a contender to take on Brunel Pension Partnership’s investment infrastructure
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NewsSwiss pension funds shift focus on equal-weighted, small-cap equities
Swiss pension funds turn to small caps and equal-weighting to rein in growing global equity concentration risks
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NewsPrivate markets allocations reach new high, says Aviva Investors
72% of DC funds globally agree that adding private markets assets to accumulation portfolios ‘will deliver better performance outcomes for members’
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NewsAon partners with Irish Life to launch €260m emerging markets climate transition fund
The fund launches with an initial allocation of €260m and will be integrated into the Aon multi-asset fund range
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.
PodcastHow the AI Debt Supercycle Is Reshaping Credit Markets
AI-related bond issuance is surging, reshaping the opportunity set for fixed-income investors. In addition to robust U.S. growth, constrained inflation, and an attractive opportunities beyond the U.S., investors must also navigate greater tail risks, more complex financing structures, and rising political uncertainty around AI and energy use.
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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
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