
Alastair O'Dell
Defence and Security Investing Summit report
Institutional investors are reassessing defence, security and resilience as geopolitical risk reshapes markets, ESG frameworks and private market opportunities.

Can net zero and fiduciary duty be reconciled?
As political pressure on pension capital rises, pension scheme trustees are being forced to resolve the tension between sustainability aims and maximising returns.

TPT’s superfund and CDC push signals wider potential for private markets
TPT’s expansion into alternative structures for pension funds highlights how larger allocations to illiquid assets can be utilised during the retirement phase

Railpen’s Anna Rule on private markets and pensions policy
Private Markets Profile caught up with Anna Rule to discuss the main talking points of the Pensions UK Investment Conference

UK venture funding ecosystem takes shape
Multi-pronged approach seeks to overcome the traditional reliance on overseas pension scheme capital

Mandation row highlights divide over control of pensions capital
£400 billion in DC savings is a tempting target for a government struggling to fund its preferred causes and achieve economic growth, so the…

Inside NATO’s push to build a DSR tech venture ecosystem
The €1bn NATO Innovation Fund is deploying venture capital to support dual-use technologies, as governments seek to accelerate defence, stability and resilience innovation.

Natural capital moves from ESG theme to key portfolio allocation
Investors see natural capital assets such as timberland evolving from a values-driven allocation into a tool for diversification, climate resilience and new revenue streams.

LPs adopt PE secondaries as core liquidity tool
Record-low distributions have forced investors to rethink private equity liquidity, with secondaries and continuation vehicles increasingly being used as portfolio management tools.

Private credit enters late-cycle phase with shift to manager alpha
Leading institutional investors say capital inflows and spread compression are reshaping private credit – but disciplined underwriting and structural complexity still offer opportunity as the cycle matures.

LPs adopt PE secondaries as core liquidity tool
Record-low distributions have forced investors to rethink private equity liquidity, with secondaries and continuation vehicles increasingly being used as portfolio management tools.

From EM risk into institutional-grade opportunity
EBRD CFO explains how additionality, on-the-ground presence and structured risk-sharing have allowed it to crowd in private capital to create wide-ranging impacts
