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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.
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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.
Ryan Boothroyd, Border to Coast Pension Partnership’s head of external management, explains to AOX how the changing macroeconomic environment since 2022 means he will start taking a different approach to selecting the global equity managers he works with.
Asset managers will need to demonstrate a commitment to good governance as defined contribution master trusts consolidate in time for 2030, according to Jonathan Lipkin, director for policy, strategy and innovation at the Investment Association.
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?
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
Multi-family office GACS believes it is well-positioned to meet the increasing demand for investing in India
Pension consolidators ploughed into private market assets in the final quarter of 2024 as the Royal Mail Pension Fund appointed a manager to run the UK’s first ever collective defined contribution pension scheme.
Local government pension schemes and LGPS pools surveyed by MandateWire in the third quarter of 2024 focused on alternative portfolios, in part due to the UK government’s push to encourage the LGPS to provide UK private market funding.
There was a clear divide between the actions of the 45 UK corporate pension funds and master trusts surveyed during the first quarter of 2024. While individual pension funds remain focused on de-risking and bulk insurance strategies, master trusts, with their longer investment horizons, concentrated on illiquid alternatives.
In a continuation of the year’s trends, the final quarter of 2024 saw the individual local government pension schemes and LGPS pools surveyed by MandateWire targeting alternative asset classes, with a strong preference for property and infrastructure, as well as private debt.