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Institutional investors remain committed to private markets despite geopolitical uncertainty, but Coller Capital’s latest Barometer suggests attention is shifting from increasing allocations to selecting managers, managing liquidity and refining portfolio construction.

Private credit secondaries are growing rapidly, with the strategy’s appeal extending beyond discounts, offering investors greater portfolio visibility, faster deployment and reduced J-curve effects.

Asset-backed finance continues to attract institutional investors seeking diversification and downside protection, but capturing the asset class’s premium requires specialist expertise, operational resources and extensive due diligence.

As direct lending matures and defaults begin to rise, institutional investors are placing greater emphasis on underwriting discipline, workout capabilities and manager specialisation.

Moody’s believes long-term growth remains intact as the asset class evolves into a broader financial ecosystem.

As private credit markets expand, institutional investors are looking beyond traditional direct lending strategies and paying closer attention to portfolio construction, liquidity management and manager selection.

LGPS funds and other asset allocators may not be fully engaging with place-based investment due to a series of misconceptions.

As private markets become established within DC portfolios, the next challenge is to determine how long members should remain invested after they reach retirement.

Infrastructure and real estate are increasingly being viewed as growth assets rather than portfolio diversifiers, with investors arguing they can play a much larger role in improving long-term retirement outcomes.

The challenge is ensuring domestic DC pension capital participates in the growth of British businesses.

Private markets have won a place in DC portfolios. Now schemes face the more difficult challenge of deploying capital at scale while balancing returns, fees, governance and growing political expectations.

Roman Hederer explains how the UK insurer is adapting its annuity strategy through private markets, productive finance and new sourcing partnerships.