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Rethinking Fixed Income’s ‘Hunt for Yield’

The Rise of Listed Infrastructure and REITs

Investor Spotlight: Italian Pension Fund Cuts Hidden Costs with Fund Hosting Platform

Do Listed Infrastructure and REITs Work Better Together?

DNA of a Manager Search: Real Estate Debt

Direct Lending: to Cycle or Not to Cycle?

Manager Intelligence and Market Trends - February 2020

Real Asset Debt: Lessons from Manager Selection

How Can Trustees Ensure Value for Money?

The Insights Hotlist: Top Reads of 2019

Five Levers for Reducing Equity Risk

Controlling exposure to equity risk is a key priority for investors in 2019. This paper outlines five tools for improving diversification and/or resilience to equity downturns.

Tackling Hidden Costs in US Private Debt

The structures used by US private debt managers can create substantial leakage for international clients.

Manager Intelligence and Market Trends - August 20...

bfinance’s quarterly report in August 2019: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major asset classes.

Green Bonds - Sector in Brief

Appetite for green bonds is increasing as sustainability-minded investors look towards ‘impact’ strategies. Meanwhile, the sector is outgrowing some of the limitations that have previously restricted its appeal.

Global Macro - Sector in Brief

Investors have moved towards Global Macro, despite a decade of weak performance, in the hope of convex returns. Are today’s market conditions more supportive for macro bets? How can we assess the strategies and managers available?

Investor Spotlight: How Alberta Teachers’ is Inves...

The quest for diversification plus returns is not an easy one in today’s investment climate: many strategies that provide low correlation with equities are falling short on performance.

Private Debt: Do Fewer Covenants Really Mean More ...

The declining number of covenants in private debt transactions has provoked concern among investors and industry commentators alike. Yet this emphasis on headline covenant numbers can be somewhat misleading. Allocators should hone in on more important, less obvious details: definitions of EBITDA or cashflows, “permitted baskets” and more

Investor Spotlight: How QSuper Halved Risk Without...

Inspired by risk parity strategies and illiquid-focused endowments, Australia’s second largest superannuation fund is pioneering a radically different approach.

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