11 mars 2026

For many institutional investors, foreign currency exposures have often been treated as an afterthought to the central job of asset allocation: a manageable byproduct; a risk that should (and often could!) be dampened to whatever extent was appropriate for one’s base currency and liability profile; a subject where sub-optimal positioning would rarely receive harsh punishment.

Lire la suite : Managing Currency Exposures in the ‘New World Disorder’

23 février 2026

The'pull' of strong performance is combining with 'push' factors (related to concerns around the effectiveness of traditional asset classes) to drive investors towards hedge funds.

• Diversifying Strategies
• Hedge Funds
• Multi Asset
• Manager Selection
• Wealth

Lire la suite : Hedge Funds: Are Push and Pull Dynamics Coming into Rare Alignment?

5 février 2026

Fundraising for secondary investments in illiquid asset classes—such as private equity, infrastructure and private credit—has reached a new high-point, while transaction activity has also continued its recent upward trend.

• Private Equity

Lire la suite : As Private Market Secondaries Soar, Investors Must Demand Discipline

21 janvier 2026

While many equity managers claim to use AI to generate alpha or achieve productivity gains, distinguishing genuine innovation from marketing spin is far from straightforward. Investors must dig deeper, challenge assumptions, and rigorously interrogate AI‑driven strategies. Those who engage early and identify true innovators will be best positioned to capture the substantial opportunities that AI presents.

• Equity
• Wealth

Lire la suite : Beyond the Hype: How AI Is Changing Equity Investing