15 juin 2026

Emerging market debt offers yields that are hard to ignore. Yet across 47 MAC strategies reviewed by bfinance, a half allocated less than 10% to it and a third less than 1%. This piece sets out why.

• Fixed Income
• Emerging Markets
• Manager Selection
• Portfolio Design
• Currency

Lire la suite : Why don’t MAC strategies typically include emerging market debt?

10 juin 2026

Governments are seeking to turn investors' attention closer to home in pursuit of resilience – Germany is at the forefront of efforts to redirect private capital.

• Private Markets
• Real Assets
• Impact
• Real Estate
• Infrastructure

Lire la suite : Infographic: private capital and German ‘place-based investing’

22 mai 2026

Since the 2007/08 Global Financial Crisis, aggressive monetary easing, prolonged low interest rates and repeated policy backstops have compressed risk premia – but assessing the potential impact of credit spread normalisation is now critical for investors allocating to credit markets.

• Fixed Income
• Portfolio Design
• Strategic Asset Allocation

Lire la suite : How might a normalisation of credit spreads impact returns?

18 mai 2026

Disappointing distributions, weak returns and a softer fundraising climate now appear to be putting real pricing power in investors’ hands. That is a key finding of the bfinance Private Market Fees and Costs 2026 snap poll. A large percentage of investors have observed a recent decline in fees for ‘like-for-like’ private market strategies, according to the survey of 84 LPs from around the globe.

• Private Markets
• Private Equity
• Private Debt
• Real Assets
• Real Estate
• Infrastructure

Lire la suite : bfinance poll: investors gain edge in private market fees