In volatile markets, private capital has proven king as investors seek refuge from rising inflation in asset classes that offer higher yields than equities while providing desirable portfolio diversification.
Institutional investors are predicting strong growth and attractive risk-adjusted returns in the hedge fund sector, and are planning to back expansion with increased allocations, new global research by Beacon Platform Inc shows.
Sustainable investment strategies are the name of the game for asset managers with an eye on the GBP500 billion of assets that will be up for grabs from the UKs local government pension schemes (LGPS) by 2030.
When your target market is retail investors seeking an alternative source of fixed income in a world where traditional bonds offer little in the way of return – as was the case post global financial crisis – the hikes in interest rates since 2021 brought unwelcome change.
Research with more than 200 professional investors released by Carne Group reveals more than four out of five institutional investors and wealth managers expect to have 5 per cent or more of investment assets in ETFs within three years, and almost all say ETFs are increasingly used as core holdings rather than for short-term allocation.
The EU urgently needs to bolster its capital markets to achieve its strategic objectives for a safe, green and prosperous future for its citizens.
The much-maligned Article 8 and Article 9 classifications, which identify the most sustainable funds under the EU’s disclosure regime, look likely to be overhauled next year.
Private debt continues to witness exceptionally strong demand from institutional investors with the sector comprising 20 per cent of all new manager searches in the 12 months to end-June.
New research from regulatory and compliance experts Bovill Newgate in partnership with Ocorian, provider of services for funds, corporates, capital markets and private clients, reveals that despite saying they take governance extremely seriously and have the right skills at the most senior level, a raft of fines and sanctions in the last two years and other contributing factors is driving alternative fund managers to significantly step up their focus on governance over the next 24 months.
While ESG assets have been resilient despite economic and geopolitical uncertainty, the 70 per cent slower growth in assets under management vs. the 2016-20 surge reflects its maturity, according to Bloomberg Intelligence’s ESG AUM H2 Outlook.
