- Research Report
Real Estate House Views H1 2025
Explore our collection of in-depth outlooks on real estate investing globally.
- White papers
2025 Europe Senior Housing Sector Update
The senior housing sector is benefitting from record levels of occupancy and strong income growth, which is beginning to attract a greater array of capital to the sector.
- White papers
2025 Europe Self Storage Sector Update
The self storage sector in the Europe continues to see strong fundamentals, with strong rental growth and stable occupancy despite a marked increase in supply reflecting demand for the sector
- Save articleInterviews
Claudia Wegner-Wahnschaffe: Public sector pension funds are a force for good
We have to protect our common European values, says EAPSPI chair
- Save articleNews
UK government names institutional investors backing new Transition Finance Council
M&G, Columbia Threadneedle and Brunel Pension Partnership among the 50+ members of the newly-launched organisation
- White papers
Harrison Street 2025 Europe Outlook
Europe’s Inflation Story: Significant Progress Has Been Made but Risks Remain
- Save articleNews
PLSA warns UK government-proposed LGPS mergers must be ‘fair and fully costed’
Local government pension scheme (LGPS) pools ACCESS and Brunel were told to merge last week
- Save articleNews
New scenarios suggest investors must put more emphasis on physical climate risk
Ortec Finance treats an increase in average temperatures as permanent in its most pessimistic scenario
- Save articleNews
Net Zero Banking Alliance drops 1.5°C lending alignment requirement
Banking group announces outcome of year-long strategic review in light of ‘new reality’
- Save articleNews
UK’s NEST looking to capitalise on tariff market dislocations
£50bn DC master trust says rebalancing benefits from a strong cashflow but care must be taken
- Save articleNews
Cyprus pensions provider seeks partners after PEPP launch
LifeGoals will initially focus on two additional markets for the EU’s second PEPP
- Save articleNews
Sweden axes FSA chief due to former pensions agency role
Government minister refers to Heimstaden Bostad probe as ‘unusual situation’ behind sidelining of Daniel Barr
- Save articleNews
Schroders appointed to run £2.1bn multi-asset and insurance mandate
Mutual sector is a key growth area for Schroders
- White papers
Europe: The Next Frontier in Asset-Based Finance
Banks in Europe—much like those in the US—are stepping away from many types of lending. Driven in part by stricter regulatory requirements, the retreat is expanding the opportunity set in private asset-based finance, a $6.3 trillion-and-growing market that provides much of the financing for the real economy.
- White papers
Sustainable bonds hit $1tn in 2024; 2025 repeat seen
A total of $1 trillion worth of sustainable bonds was issued in 2024 with the bulk going to green bonds. While the world’s needs for sustainable finance remain high, 2025 will likely see headwinds and tailwinds that could keep this year’s issuance total at the 2024 level, write Malika Takhtayeva and Xuan Sheng Ou Yong.
- White papers
Diversification in times of uncertain markets
Over the past week, markets have experienced extreme uncertainty caused by US policy gyrations on tariffs. This uncertainty has started to weigh on US assets, including the dollar and US Treasuries. Despite the 90-day pause announced on 9 April, the US average tariff rate remains at a 100-year high, with rising US tariffs on China triggering retaliation from the latter.
- White papers
Cross Asset Investment Strategy - April 2025
Topic of the month: Navigating trade war turbulence
- White papers
The uncertain reality of tariffs and the future of gold
“The trade war is triggering a shift that could alter the current international framework and call into question the US dollar and US Treasury’s safe-haven status.”
- White papers
Emerging Markets beyond the 90-day tariff pause
President Trump has announced a 90-day pause on tariffs higher than 10%. However, in the meantime, he has further increased tariffs on China to 125%. In retaliation, China announced an 84% tariff on all US imports starting from April 10th. While the situation remains quite fluid, we will address some concerns from an economic standpoint regarding growth and inflation.
- Save articleNews
UK ministers deliver verdicts on local authority pension pools’ pitches
ACCESS and Brunel have been told by the pensions minister to explore options to merge with other pools