Amy Wu Silverman, Head of Derivatives Strategy, RBC Capital Markets, reports that it’s been a tumultuous year so far with many different cohorts thinking about what’s going on in the market.
The large asset owners survey from Mercer, published last week on Institutional Asset Manager, revealed that institutional investors are increasingly turning to private markets for their asset allocations.
The Bank of England (BoE) cut interest rates to 4.25 per cent – the lowest for two years – sparking widespread concern across the investment industry about future higher inflationary pressure.
Mercer has released its 2025 Large Asset Owner Barometer surveying asset owners representing over USD2 trillion in assets collectively.
Slow progress in allocating UK pension assets to domestic unlisted assets could see the government increase providers’ voluntary investment targets to 10 per cent of total portfolios.
Four fifths (80 per cent) of firms surveyed by the Investment Association believe SDR has successfully prevented misleading claims about sustainability products, despite fewer labelled funds than anticipated entering the market in the past 12 months.
More than four-fifths (82 per cent) of European fund managers believe the global economy will weaken over the coming year, following the imposition of trade tariffs by the US government.
Northern Trust (Nasdaq: NTRS) has published “Asset Owners in Focus: Global Asset Owner Peer Study 2025,” offering insight into the investment and operations strategies employed by institutional investors worldwide to meet challenges ranging from rising market volatility and evolving regulations to accelerating technological changes.
According to Houlihan Lokey’s inaugural LP Compass survey of primary investors, private equity (PE) continues to demonstrate investor resilience in 2025, with Limited Partners (LPs) planning to maintain or modestly adjust their allocations to the asset class, despite ongoing concerns over geopolitical risks.
US President Donald Trump’s tariff announcement saw GBP6.5 trillion wiped from the global stock markets at the most ferocious point of the post Liberation Day sell off in early April.
