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 deeper, challenge assumptions, and rigorously interrogate AI‑driven strategies. Those who engage early and identify true innovators will be best positioned to capture the substantial opportunities that AI presents.
Read more: Beyond the Hype: How AI Is Changing Equity Investing
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 challenge in private wealth – and turning the screw on margins.
Read more: The Profitability Problem: Three Ways for Wealth Managers to Counter Fee Compression
US dollar volatility in 2025 and evolving macroeconomic conditions have led many investors to re-evaluate FX management. Yet, even as strategies evolve, bfinance data highlights weak oversight of costs in this space. Only one in five asset owners routinely review FX-related expenses, according to a recent poll, and many simply do not assess this subject at all – resulting in potential multi-million-dollar cost leakage for many pension schemes and other institutional investors.
Read more: As Investors Rethink FX, Are Hidden Costs Being Overlooked?
One-year returns are back in positive territory for Core and Core-plus real estate funds, while industry figures continue to encourage a narrative of asset class resurgence after a historic dislocation.
Read more: Back in the Black? Real Estate 'Recovery' Raises Strategy Selection Questions
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 indeed acceptable), sub-optimal practices can greatly exacerbate the risk of inferior results. Tight scrutiny of governance, liquidity management and cost can help to close the gap.
Read more: Investors Must Scrutinize ‘Performance Detractors’ in Semi-liquid Private Markets
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