In a time of macroeconomic upheaval, bfinance’s fixed income team examines three popular beliefs in fixed income investing. In focus: performance in recessions, the impact of rising rates and the

With investor sentiment now appearing to shift in favour of active equity management, as indicated in bfinance’s recent Asset Owner Survey, we ask portfolio design specialist Ruben Mutsaers: what

Through historic market downturns, defensive long-only equity strategies have shown a consistent ability to protect investor capital. Yet recent experiences have prompted questions around

Following the considerable market losses endured in the first half of 2022, investors are taking the opportunity to weigh their own results and reassess resilience. Portfolio diversification,

As investor allocations to illiquid strategies have boomed, the question of what to do with the capital that is committed to and returned from those strategies has become increasingly

Hedge fund portfolio construction has changed. This brief paper outlines key considerations for developing ‘liquid alternatives’ portfolios.

More investors are launching a dedicated investment vehicle to house assets rather than investing in a wide range of pooled funds, separately managed accounts or ‘funds-of-one’. Find out more

Investors are reassessing their approach to investing in Chinese equities, supported by an evolving range of asset management offerings.

With investors honing in on the potential for greater operational efficiency, external fund hosting services are becoming increasingly popular, with a diverse range of banks, asset managers and

“Paying alpha fees for beta performance” has become an investor bugbear. This has created a need to differentiate more carefully between outperformance derived from established risk factors and

Private debt investors are increasingly turning towards US opportunities. Yet the structures used by managers can create substantial undisclosed leakage for clients.

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. The

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

Have enhanced (active) currency overlays outperformed static currency hedging in recent years? Based on our most recent manager analysis the answer appears to be “yes.”