In March 2025, bfinance invited institutional investors to participate in a snap poll conducted in the wake of mounting economic and geopolitical turbulence.
Lire la suite : Poll Reveals Heightened Geopolitical Concerns, Nuanced ESG Reassessment
Quality-oriented equity strategies have long been a favourite among institutional investors—but quality indices have struggled to gain traction.
Lire la suite : Rethinking Quality: Why Benchmarks Don’t Capture the Full Picture
The growing appeal of semi-liquid private market vehicles represents a significant shift in how institutional investors approach illiquid asset classes.
Lire la suite : Liquidity in Infrastructure: How Far Can Semi-Liquid Go?
‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.
Asset owners are now grappling with fundamental tensions within equity portfolio design. The runaway performance of tech titans has led to fears of market over-concentration. At the same time, investors appear increasingly reluctant to take significant active risk versus the benchmark, due to Fear of Missing Out on upside or vulnerability to aggressive style rotations. The result: growing demand for benchmark-aware strategies, whether active (‘core’) or quasi-passive (‘Enhanced Indexation’).
Lire la suite : 'Enhanced Indexation' Gains Momentum as Investors Shift Gears
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