The Bank of England’s governor Andrew Bailey is among the policy makers to express bubble fears within the private credit sector, but many asset owners still see the asset class as a necessary component of their investment portfolio.

Texas has established a new Strategic Bitcoin Reserve, administered through the Texas Treasury Safekeeping Trust Company, making it the first US state to invest in bitcoin. We at AOX take a look at what the allocation actually looks like.

Calpers chief investment officer Stephen Gilmore explains to AOX what stage the $563bn pension fund is at in its transition to the total portfolio approach and how it is handling some of the potential risks

The use of continuation vehicles, which involve private equity managers selling expiring assets to themselves in a new package, has been soaring and some asset owners have been buying into it. What are the risks?

Ivy League endowments used to follow the ‘Yale Model’ of investing heavily in private assets. But this model’s success has undermined its ability to provide good returns, which has triggered a divergence among these eight funds

The US Senate is considering an anti-ESG retirement bill which will force funds to only consider financially material questions when they pick their investments. Will this change what pension fund portfolios actually look like?

A potentially contentious election is looming in Brazil but the country’s wealthiest families are largely keeping their money invested domestically, according to the head of wealth management at BTG Pactual, Latin America’s largest investment bank

We seem to be living through a boom time for commodities, with the price of gold breaking the $5,000 barrier for the first time. But as commodity markets become dominated by institutional investors, this may have unintended consequences

PwC expects 2026 to be a “jumbo” year for pension buyouts in the UK asset owner space, with more than £50bn of transaction volumes forecast. But how is that changing the way insurers, on the other side of the transaction, invest?

The NFL recently opened-up minority stake ownership in its teams to institional investors, which has prompted some asset owners to dip their toes into the sport. What’s the thinking behind asset owners getting involved in sport?

A combination of Donald Trump’s pestering and nervousness about America’s reliability as an ally - including concern Greenland might follow the fate of Venezuela - has prompted European nations to increase the amount they spend on defence. Does that mean asset owners view defence as an attractive investment opportunity? And could it even be defined as an ESG asset?

The UK’s Financial Conduct Authority has published proposed rules on cryptoassets which it says are the most comprehensive regime globally

Nvidia, which makes the chips which power AI and which is at the forefront of the boom, has seen its share price go up 290 per cent over the past two years, leaving most market indices in the dust. So does that mean a bubble is forming?

Steve Hodder, a partner at LCP, said the proportion of the gilt market owned by defined benefit schemes was “quite frightening” - particularly given the number of DB schemes closing and the large amount of buy-out activity

Natural capital investments are finding favour among major asset owners, according to data from Gresham House and AOX’s own sister publication MandateWire. We hear from two asset owners on what’s driving their interest in the sector.

Donald Trump says the US has financed Europe for too long but with many portfolios skewed towards North Americam equities, the reverse might also be true. Can this continue?

Insurers are increasingly keen to invest in private markets, but the lack of opportunities which match their risk profile requirements means their options are limited

Multi-family office GACS believes it is well-positioned to meet the increasing demand for investing in India

British pensions minister Torsten Bell is worried about conflicts of interest in the professional trustee and investment consultants markets

Torsten Bell told the Pensions UK conference he does not believe he will need to use the powers given to him by the pension schemes bill to force funds to invest in UK assets