A simultaneous sell‑off in equities and bonds made March 2026 an uncomfortable month for investors. As the Iranian conflict escalated into open war, oil prices jumped, short‑term inflation

There has been considerable excitement in markets around the rollout of Germany’s new fiscal spending plans. Last year’s historic Bundestag vote to exempt defence and security expenditure from

Although institutional investors still report widespread satisfaction and conviction toward the ‘infrastructure asset class,’ a new bfinance asset owner survey reveals a more nuanced picture: one

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.

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

Wealth managers face mounting pressure to deliver more for less. Cost-aware clients, digital disruption and regulatory demands for “fair value” are turning fee compression into a defining

How can investors guard against the risk of underperformance in semi-liquid private market funds? While some degree of liquidity-related performance drag may be intrinsically necessary (and

In today’s pursuit of diversification without sacrificing liquidity, wealth managers are offered a new generation of liquid private markets funds – vehicles that propose institutional-style

Once the preserve of institutional investors, private markets are now becoming an essential part of wealth management propositions. But while access has expanded rapidly, the real challenge for

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,

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