bfinance’s quarterly report in May 2023: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

Following a fundamental shift in macroeconomic conditions, we weigh up the attractions of small cap equities in an era of lower economic growth and elevated inflation and revisit the case for

Equity long/short strategies are ahead of the curve on ESG and carbon emissions versus their hedge fund counterparts in other strategies–thanks largely to the groundwork laid by the long-only

bfinance’s quarterly report in February 2023: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

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

During 2021-22, the results produced by active equity managers have been heavily influenced by the extent to which their portfolios have been ‘geared in’ to recent inflationary dynamics. Yet

Asset owner data from bfinance’s biennial Global Asset Owner Survey: Traps and Transitions reveals key differences

bfinance’s quarterly report in November 2022: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

A secular macroeconomic transition has created an unenviable series of choices—and potential traps— for pension funds, insurers, endowments, foundations, family offices and other ‘asset owners’

A quick poll of UK Asset Owners on October 18-19 2022 suggests a significant change in expectations for asset class exposures over the next year, versus a survey conducted one month prior. A

Investors are placing ever-greater focus on the carbon intensity of their investments, with equity portfolios often first in line for implementation. Yet, while carbon commitments can represent a

bfinance’s quarterly report in August 2022: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

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

bfinance’s quarterly report in May 2022: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

Institutional investors around the globe shared how they are responding to pressing geopolitical and macroeconomic developments. With 418 investors from 39 countries taking place at the end of

Asset managers have moved en masse towards adopting Article 8 or 9 designations under the EU’s Sustainable Finance Disclosure Regulation (SFDR) framework, introducing new funds and repurposing

bfinance’s quarterly report in February 2022: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major

The bfinance 2022 Insurer Investment Survey provides a detailed look at key changes in insurance firms’ investment portfolios, risk exposures and resourcing/implementation.

China A-Shares and All Shares equity managers broadly failed to outperform falling markets in the third quarter of 2021 – a disappointment that may surprise onlookers, given that active managers

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