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

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

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

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’

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

Today, with skyrocketing inflation and ongoing rate hikes sparking bond market declines, we expect to see ongoing investor interest in leveraged finance strategies: hybrid fixed income offerings

Rising interest rates and inflationary forecasts continue to underpin strong demand for Leveraged Loans, thanks in large part to their floating rate characteristics. Yet investors seeking to

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

With fixed income investors now looking towards ongoing—and performance-eroding—rises in interest rates, Asian USD bonds are drawing focus. These have, over time, demonstrated a persistent

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

Emerging Market Debt indices staged a significant drop in February. Active managers should have provided some protection against the damage—the average strategy was already underweight Russia at

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

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

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

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

A new study, featuring data from 120 wealth managers around the globe, identifies significant changes in investment capabilities, ESG integration and strategy.

As the global economy returns to growth and inflation accelerates, few investors can afford to be complacent about their fixed income exposures. Many investors, in seeking to mitigate current and

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