Global macro hedge funds have produced outstanding returns through recent turmoil in equity and bond markets. An educational briefing covers strategy types, asset allocation approaches,

The first half of 2022 saw Alternative Risk Premia (ARP) strategies deliver—at last— meaningful positive returns during an equity market downturn. This result is of major significance for a group

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

Following the considerable market losses endured in the first half of 2022, investors are taking the opportunity to weigh their own results and reassess resilience. Portfolio diversification,

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

Last year saw Alternative Risk Premia (ARP) strategies recoup a substantial proportion of the losses endured during 2020—an annus horribilis during which the bfinance ARP manager composite lost

Following an extended period of ‘low-flation’, many institutional investors entered 2021 with negligible exposure to so-called ‘inflation protection’ strategies such as inflation-linked bonds and

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.

Investors holding stakes in global macro hedge funds have not enjoyed an easy ride over the past decade. Yet as inflation surges, oil prices rise, vaccine rollouts stall and the US Federal

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

Global deal-making has soared since January, with the value of announced mergers and acquisitions exceeding $2.4 trillion through the end of May.

The universe of strategies that invest across multiple liquid asset classes is increasingly large, diverse and complex. A new taxonomy helps investors to understand the space and develop a robust

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

Hedge fund managers have long defied the asset management industry’s drive toward greater consideration of ESG-related investment factors, but investors’ shifting priorities are sparking

A challenging period for factor investing has left investors scrutinising the performance of Alternative Risk Premia strategies. In a sector where benchmarking has been problematic, this

As the global pandemic unfolds, 368 investors representing $11 trillion in assets share their lessons learned, key portfolio changes and expectations for the year.

In Late-July 2020, bfinance clients and other investors joined the research team (virtually, of course!) for a recap of active manager performance, portfolio positioning and investor activity in

With Equity Long/Short Strategies receiving greater attention from bfinance clients amid current market conditions, this educational research note outlines key sub-strategies and historic