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Small Cap Equities: Time for Targeted Exposure?
Following a fundamental shift in macroeconomic conditions, we weigh up the attractions of small cap equities in an era of lower...
Multi-Strategy Hedge Funds - Sector in Brief
Multi-strategy hedge funds are currently under the spotlight following recent strong performance. However, with more than 1000...
'Impact' in Private Equity: What Is Best Practice?
The ‘impact’ private equity sector is rapidly growing and maturing. Yet it is far from straightforward to assess the credibility...
Are Equity Long/Short Managers Meeting Investors’ ESG and Climate Needs?
Equity long/short strategies are ahead of the curve on ESG and carbon emissions versus their hedge fund counterparts in other...
Manager Intelligence and Market Trends - February 2023
bfinance’s quarterly report in February 2023: read the team’s latest insights on institutional investor activity, risk appetite,...
Commodities - Sector in Brief
Fewer than a quarter of institutional asset owners invest directly in commodities, according to the latest bfinance Global Asset...
What Excess Return Should We Expect from an Active Equity Portfolio?
With investor sentiment now appearing to shift in favour of active equity management, as indicated in bfinance’s recent Asset...
Should Investors Press Pause on Private Credit Commitments?
Investors are considering whether to slow down their deployment to illiquid strategies or maintain their previous pace after a...
Equities and Inflation: Old Problems, New Lessons
During 2021-22, the results produced by active equity managers have been heavily influenced by the extent to which their...
Clarifying the Case for ‘Convex’ or ‘Divergent’ Hedge Fund Strategies
‘Divergent’ or ‘convex’ hedge fund strategy indices posted average returns of nearly 10% through the first three quarters of...
FTX Debacle Highlights Key Points for Investor Due Diligence
BlackRock, Ontario Teachers’ Pension Plan and Sequoia Capital are among the named investors of FTX — the Bahamas-based...
Manager Intelligence and Market Trends - November 2022
bfinance’s quarterly report in November 2022: read the team’s latest insights on institutional investor activity, risk appetite,...
Infrastructure Investment at an Inflection Point
Investors have appeared satisfied, so far, with the resilience shown by their infrastructure portfolios through the turmoil of...
Global Asset Owner Survey: Traps and Transitions
A secular macroeconomic transition has created an unenviable series of choices—and potential traps— for pension funds, insurers,...
UK Investor Snap Poll Reveals Shift in Allocation Intentions
A quick poll of UK Asset Owners on October 18-19 2022 suggests a significant change in expectations for asset class exposures...
Global Macro – Sector in Brief
Global macro hedge funds have produced outstanding returns through recent turmoil in equity and bond markets. An educational...
Three Carbon-cutting Pitfalls – and How to Avoid Them
Investors are placing ever-greater focus on the carbon intensity of their investments, with equity portfolios often first in...
Downturn Reveals Resilience of Alternative Risk Premia
The first half of 2022 saw Alternative Risk Premia (ARP) strategies deliver—at last— meaningful positive returns during an...
DNA of a Manager Search: Impact Real Estate
The ‘DNA of a Manager Search’ series seeks to provide investors with practical insight on implementation through the lens of...
Manager Intelligence and Market Trends - August 2022
bfinance’s quarterly report in August 2022: read the team’s latest insights on institutional investor activity, risk appetite,...
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PRIVATE MARKETS
FIXED INCOME
EQUITY
DIVERSIFYING STRATEGIES
