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Do asset owners think we are in an AI bubble?
Megatrends, Equities Georgina McNamara 12/10/25 Megatrends, Equities Georgina McNamara 12/10/25

Do asset owners think we are in an AI bubble?

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?

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Active to passive manager switch creates emissions concerns
Pension Funds, Equities Calum Kapoor 11/26/25 Pension Funds, Equities Calum Kapoor 11/26/25

Active to passive manager switch creates emissions concerns

The Northern Ireland Local Government Officers’ Superannuation Committee is weighing return potential against environmental concerns following its recent switch to an emerging market equity tracker fund.

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Will hegemony of US equities continue?
Equities, Macroeconomics Georgina McNamara 11/19/25 Equities, Macroeconomics Georgina McNamara 11/19/25

Will hegemony of US equities continue?

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?

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European asset owners eye 'standalone' India equity mandates with caution
Equities, Macroeconomics Rory Sachs 11/12/25 Equities, Macroeconomics Rory Sachs 11/12/25

European asset owners eye 'standalone' India equity mandates with caution

India’s National Stock Exchange has been boosted by several large IPOs such as Tata Capital and LG Electronics. This has boosted Indian equity markets and encouraged investors to consider increasing their exposure to the county

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Why did UK pensions stop investing in their home market?
Equities, Pension Funds Calum Kapoor 11/11/25 Equities, Pension Funds Calum Kapoor 11/11/25

Why did UK pensions stop investing in their home market?

In the 1990s the UK pension funds and UK insurers accounted for just over half of all UK quoted shares but according to ONS data that has now dwindled to just 4.2 per cent. What happened?

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Can Japan’s bumper year continue?
Equities Georgina McNamara 11/5/25 Equities Georgina McNamara 11/5/25

Can Japan’s bumper year continue?

The Topix index is up 19 per cent so far this year but the return of inflation means this may not continue

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Consultants are wary of equities as markets continue to push ever upwards
Consultants, Equities Damian Fantato 10/7/25 Consultants, Equities Damian Fantato 10/7/25

Consultants are wary of equities as markets continue to push ever upwards

Consultants are wary about valuations as the AI-fuelled market boom continued unabated.

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Demand for equities rebounds among asset owners
Equities, Alternatives Rory Sachs 9/30/25 Equities, Alternatives Rory Sachs 9/30/25

Demand for equities rebounds among asset owners

Demand for equities rose, with the asset class accounting for more than a third of all expressions of interest and investments

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Investment flow roundup Q2 2022
Equities, Fixed Income, Alternatives Sophie Wilcock 9/30/22 Equities, Fixed Income, Alternatives Sophie Wilcock 9/30/22

Investment flow roundup Q2 2022

This broad overview of the investment trends MandateWire tracked during the second quarter of 2022 is based on surveys of 852 institutional investors from across Europe, North America, the Asia-Pacific, and the India, Middle East and Africa regions, with more than $35.7tn in combined assets under management.

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