Megatrends Rory Sachs Megatrends Rory Sachs

What are the new power groupings in global investment?

Institutional investment is becoming increasingly polarised, with pension funds now dominating in North America while sovereign wealth funds are becoming more prominent in Europe and the Middle East. Armed with considerable resources, these investors are diving into private markets globally, including financing the energy transition.

Read More
Megatrends Rory Sachs Megatrends Rory Sachs

Could a total portfolio approach spell opportunity for active asset managers?

Interest in asset allocation frameworks such as the total portfolio approach is gathering pace, with proponents including Calpers and the Canada Pension Plan Investment Board. While this enthusiasm could open the door to a larger role for active management, such strategies require governance structures and investment expertise currently only available to the largest investors

Read More
ESG Damian Fantato ESG Damian Fantato

How many mandates has BlackRock lost due to ESG?

BlackRock lost several high profile mandates during 2025 because of its supposed lack of commitment towards ESG. So we look at the numbers and see how much of a problem it is proving for the world’s largest asset manager.

Read More