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Latest posts
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Railpen appoints Robeco for £1bn global equities mandate
The UK railway pension scheme’s appointment adds external expertise to its hybrid investment model and seeds Robeco’s new strategy
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Geopolitics and investment returns: Keep calm, carry on?
Stefan Beiner, partner at c-alm, explains how geopolitical events can trigger substantial short-term market volatility, noting that their medium-term impact on investment returns is much less predictable
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Making 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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From private assets to infrastructure: Pension superpowers reshaping the world economy
M. Nicolas Firzli and Nick Sherry argue that new geo-economic forces unleashed by America and China will accelerate the rise of ‘pension superpowers’
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Adaptation: Business as usual and business unusual
As resistance to emissions mitigation intensifies and climate damages become harder to ignore, political attention is increasingly turning towards adaptation
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The AI leopard changes its spots
Equity investors have spent the past 18 months watching the AI leopard change its spots – the latest spot is capex, currently spreading through equity and credit pricing