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Should Investors Press Pause on Private Credit Commitments?

What Excess Return Should We Expect from an Active Equity Portfolio?

Clarifying the Case for ‘Convex’ or ‘Divergent’ Hedge Fund Strategies

Manager Intelligence and Market Trends - November 2022

FTX Debacle Highlights Key Points for Investor Due Diligence

Infrastructure Investment at an Inflection Point

Three Carbon-cutting Pitfalls – and How to Avoid Them

Global Macro – Sector in Brief

DNA of a Manager Search: Impact Real Estate

Downturn Reveals Resilience of Alternative Risk Premia

Defensive Equities and Market Downturns

Manager Intelligence and Market Trends - August 2022

Returns plus Resilience? A Closer Look at Leveraged Finance

Portfolio Protection and Overlays: Time for a Rethink?

Tactical Asset Allocation and Currency Overlay

Insurer Investment Survey

The bfinance 2022 Insurer Investment Survey provides a detailed look at key changes in insurance firms’ investment portfolios, risk exposures and resourcing/implementation.

Commodities and CTAs Draw Focus as Inflation Spike...

Following an extended period of ‘low-flation’, many institutional investors entered 2021 with negligible exposure to so-called ‘inflation protection’ strategies such as inflation-linked bonds and commodities. A year later, with inflation climbing above 5% in a number of developed economies, we take a closer look at commodity and CTA performance.

Tackling The Committed Capital Conundrum

As investor allocations to illiquid strategies have boomed, the question of what to do with the capital that is committed to and returned from those strategies has become increasingly complex.

Illiquid Investments for Impact: Five Key Takeaway...

With a clear trend towards impact-oriented investment activity among bfinance’s global client base, the bfinance research team recently held an investor training seminar focusing on illiquid strategies: Impact Investing in Private Markets.

Are Your Asset Managers Equipped to Face Today’s C...

The profoundly altered work environment ushered in by COVID-19 has created new avenues for cyber-attacks—including collaboration tools, videoconferencing solutions, devices and cloud-based applications. Recent Operational Due Diligence (ODD) assessments show asset managers falling short on managing the risks.

Amid Macro Problems, Will Global Macro Provide Ans...

Investors holding stakes in global macro hedge funds have not enjoyed an easy ride over the past decade. Yet as inflation surges, oil prices rise, vaccine rollouts stall and the US Federal Reserve signals an early end to its bond-buying program, these strategies are receiving more attention due to their reputed ability to profit in times of pain.

How Have Managers Performed in China’s Stock Slump...

China A-Shares and All Shares equity managers broadly failed to outperform falling markets in the third quarter of 2021 – a disappointment that may surprise onlookers, given that active managers have historically generated outstanding relative returns in this asset class.

Investment Management Fees - Capturing Price Evolu...

The latest edition in bfinance’s biennial Investment Management Fees series. New analysis highlights areas where investors may be able to benefit from pricing trends, with ESG/Impact at the forefront.

Tactical Asset Allocation and Currency Overlay

This investor previously had a TAA overlay on regional equities and bonds but not on international investments. Here, they sought to extend this approach to the international portfolio—and also consider an FX overlay—in order to drive enhanced returns.

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