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Alastair O'Dell

The challenge facing institutional investors increasingly centres on overcoming the operational friction that can hinder long-term success. Fulcrum Asset Management’s Matthew Roberts explains why implementation has become the next frontier.

Ontario Teachers’ latest platform agreement with M&G illustrates how an increasing number of the world’s largest institutional investors are building deeper, longer-term partnerships with specialist managers to improve alignment, access and scalability.

As insurers’ strategies become more sophisticated, success will increasingly depend on scale, expertise and technology.

TPT Retirement Solutions’ Georgie Edwards sets out why private markets can play an important role in DC pensions after retirement – but only if schemes can navigate an increasingly uncertain policy landscape.

European private equity is proving more resilient than its US counterpart, but PitchBook’s latest research suggests fundraising remains highly selective and a broad-based recovery…

Eddie McAvinchey, Scotland director at the National Wealth Fund, explains the role institutional investors can play in infrastructure and renewable energy and where he sees Scotland’s greatest investment opportunities.

Nest’s new venture capital strategy is about more than a £200 million allocation. It reflects a broader shift in UK DC investing, as master trusts become increasingly willing to move further up the company lifecycle in search of long-term returns.

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.

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.