
Quality-oriented equity strategies have long been a favourite among institutional investors—but quality indices have struggled to gain traction.
Read more: Rethinking Quality: Why Benchmarks Don’t Capture the Full Picture

The growing appeal of semi-liquid private market vehicles represents a significant shift in how institutional investors approach illiquid asset classes.
Read more: Liquidity in Infrastructure: How Far Can Semi-Liquid Go?

‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.

Asset owners are now grappling with fundamental tensions within equity portfolio design. The runaway performance of tech titans has led to fears of market over-concentration. At the same time, investors appear increasingly reluctant to take significant active risk versus the benchmark, due to Fear of Missing Out on upside or vulnerability to aggressive style rotations. The result: growing demand for benchmark-aware strategies, whether active (‘core’) or quasi-passive (‘Enhanced Indexation’).
Read more: ‘Enhanced Indexation’ Gains Momentum as Investors Shift Gears

A new survey of more than 300 investors (Global Asset Owner Survey, November 2024) indicates that more than 40% believe ‘like-for-like’ fees for Private Equity managers have decreased in the past three years. Two years ago, however, the figure was just 20%. With many GPs under pressure amid slower fundraising and reduced investor satisfaction with performance, is now the time to press for better terms?
Read more: Time to Press for Better Fees in Private Markets?
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