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Three Carbon-cutting Pitfalls – and How to Avoid Them

Global Macro – Sector in Brief

DNA of a Manager Search: Impact Real Estate

Downturn Reveals Resilience of Alternative Risk Premia

Defensive Equities and Market Downturns

Manager Intelligence and Market Trends - August 2022

Returns plus Resilience? A Closer Look at Leveraged Finance

Portfolio Protection and Overlays: Time for a Rethink?

Entering Leveraged Loans? Three Implementation Questions to Answer

Manager Intelligence and Market Trends - May 2022

Investor Spotlight: How AP1 is Driving Innovation in Manager Selection

Snap Poll: What are investors thinking now?

Asian Credit: Sector in Brief

One Year On, Have Sustainability Disclosure Regulations Brought Clarity or Confusion?

Amid Macro Problems, Will Global Macro Provide Ans...

Investors holding stakes in global macro hedge funds have not enjoyed an easy ride over the past decade. Yet as inflation surges, oil prices rise, vaccine rollouts stall and the US Federal Reserve signals an early end to its bond-buying program, these strategies are receiving more attention due to their reputed ability to profit in times of pain.

How Have Managers Performed in China’s Stock Slump...

China A-Shares and All Shares equity managers broadly failed to outperform falling markets in the third quarter of 2021 – a disappointment that may surprise onlookers, given that active managers have historically generated outstanding relative returns in this asset class.

Investment Management Fees - Capturing Price Evolu...

The latest edition in bfinance’s biennial Investment Management Fees series. New analysis highlights areas where investors may be able to benefit from pricing trends, with ESG/Impact at the forefront.

New Perspectives on Asian Private Markets

Over the past decade, private markets in Asia Pacific have gradually achieved performance parity with those in Europe and North America, fuelling speculation amongst asset owners that these markets hold the potential for even greater upside as the world’s centre of gravity—as measured by global growth, population and prosperity—shifts to the East.

Impact in Private Equity - Sector in Brief

‘Impact’ private equity investing has become a distinct sub-sector, with a rapidly-increasing universe of dedicated funds and a stream of new managers entering the space. This brief review introduces today’s strategies, funds and investment challenges.

Manager Intelligence and Market Trends - November ...

bfinance’s quarterly report in November 2021: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major asset classes.

Reaching for Returns in Real Estate Debt

Amid the seemingly never-ending ‘hunt for yield’, high return real estate debt strategies are attracting investors’ attention.

Re-evaluating the Case for Listed Infrastructure

As the global economy emerges from the shadow of COVID-19 and inflation figures continue to rise, investors are reappraising the claims made in favour of listed infrastructure, including inflation sensitivity, resilience amid downturns and - amid high valuations for private assets - potential discounts versus illiquid infrastructure.

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