Private equity’s model is coming under strain as exits slow, capital remains tied up, and investors are waiting longer for distributions. Rather than resolving these pressures, the industry is increasingly passing them on to individual investors, said …

Investors seeking to diversify their portfolios and reduce dependence on traditional equity indices are increasingly turning to private markets. However, through their public holdings they already have exposure to those same markets. The additional costs …

The world was already electrifying at a rapid pace. But two developments are now pushing this process into an acceleration that would have seemed unthinkable just a few years ago. On the one hand, the military conflict with Iran is forcing Europe to …

Equities are off to a volatile start in 2026. While initial optimism around the AI capex boom continued to support global equity markets, a rotation into cyclical sectors, value, and non-US stocks helped broaden the rally. Rising expectations of …

Asset owners representing 3.7 trillion dollars in capital sent a clear message to their asset managers at the end of January: stay committed to net zero. Demand for climate strategies among institutional investors in Europe remains firmly intact. In …

Jacco Maters will step down as chief executive officer and chief investment officer of Anthos Fund & Asset Management at the end of July, he announced on Linkedin. He has held both roles for more than 7 years. Anthos’ offer as Amsterdam-based multi-family …

The unrest in the Middle East has affected Emerging Market Debt (EMD) through rising rates and higher risk premiums. There is no indication, for now, of a structural deterioration in credit risk. That is according to senior portfolio manager Anthony …

The fact that some bond issuances are now oversubscribed by as much as ten times illustrates how sharply market sentiment has shifted. After more than a decade of interest rates close to zero, bonds in the eurozone are once again offering returns, around …

The conflict between the US and Iran is hitting the core of the Federal Reserve’s rate strategy. The one factor that was keeping rate cuts alive, falling housing costs, is now under pressure. Until recently, the housing market was working in the Fed’s …

A sweeping new EU regulation for ESG rating providers is set to reshape a market that Morningstar Sustainalytics has helped build, consolidating a fragmented industry and raising the compliance bar significantly. Catalina Secreteanu, who leads market …

Private equity shifts pressure to retail investors

Adding private markets can increase overlap in risk exposure

The acceleration

Morningstar: Schroders versus T. Rowe Price in global equities

Asset owners push asset managers back into net zero alliance

Transfers: Anthos, Morgan Stanley, Partners Group, PGIM, Intesa Sanpaolo

Higher rates weigh on EMD more than geopolitics

Oversubscription of bond issuances creates a snowball effect

Iran conflict hits Miran’s housing assumption

New EU rules raise the bar for ESG rating providers