White papersThe world turned upside down - Global Market Perspectives, 2Q 2025
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
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NewsATP picks academics with Norway SWF credentials to complete evaluation panel
Denmark’s €96bn statutory pension fund appointed Magnus Dahlquist and Andrew Ang to add international expertise to new external scrutiny board
White papersCLOs: Past, Present & Future
Barings’ Head of Global CLOs, Adrienne Butler, retraces the history of the CLO asset class from its emergence in the late-1990s through the trials of the GFC and onto the most recent innovations including private credit and infrastructure debt CLOs.
White papersRationalized
Trevor Slaven and Ben Gillingham of Barings’ Multi-Asset Strategy & Allocation team explore how investors can manage risk and capitalize on opportunities in this analysis of the Trump administration’s announced tariffs and their resulting impact on global economies and markets.
White papersDriving Opportunities Through Bespoke Capital Solutions
In this Q&A, Michael Searles explains why capital solutions strategies continue to gain attention despite the current uncertain backdrop and looming maturity wall.
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NewsNorway’s Stoltenberg defends SWF strategy despite steep losses
Finance Ministry warns responsible investment may become tougher for the GPFG given new geopolitical era, in annual white paper presented today
White papersInfrastructure Debt: The Long Game
Helping insurers deliver value to policyholders, shareholders and the world we live in through infrastructure debt.
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NewsShareholder campaign on greening oil and gas suspended for a year
Follow This founder Mark van Baal says an increase in support is necessary for resolutions to be effective
White papersHow a core-plus strategy may enhance your portfolio
Principal Real Estate has been investing in commercial real estate (CRE) for more than 60 years and in core-plus real estate for over 20 years. Having experienced numerous market cycles in that time, we believe CRE values have largely adjusted for the current cycle, setting the stage for an attractive entry point for private equity investors.
White papersThe Still-Compelling Opportunity in U.S./Mexico Border Industrial Markets
Despite the looming headwinds that could impact global trade, there are still reasons for optimism on the outlook for U.S./Mexico trade—which suggests the opportunity in border port industrial markets remains attractive.
White papersPrivate Credit 2.0 Is Here
David Mihalick, Co-Head of Global Investments, contributed to Pensions & Investments’ report on the evolving private credit landscape and the benefits drawing investors to the new era of the asset class.
White papersNeuberger Berman Private Markets: Q4 2024 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of the private equity markets and an outlook based on trends in the marketplace.
White papersTrade War, or Will Cooler Heads Prevail?
Negotiation or retaliation—the world’s response to the surprisingly aggressive U.S. tariff announcements will be critical.
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NewsTrump trade war puts Dutch funding ratios under pressure
The short-term shock is extra relevant for Dutch funds, as they want to make the transition to a new defined contribution arrangement with comfortable funding ratios
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NewsLothian Pension Fund draws the line on fossil fuels in new climate policy
The Scottish fund’s new climate change policy outlines four key climate commitments, including a roadmap to net zero by 2050
White papersTrump’s Tariffs: The Impact on Fixed Income
New tariffs could hamper U.S. economic growth and change market dynamics for the long term.
White papersEquity Market Outlook 2Q 2025
While surging tariffs and a hard sell-off have sown uncertainty, we expect negotiations to bring some relief on initial tariff proposals, and that sharply slower growth seems more likely than a U.S. recession. We also believe stimulus in Europe and China may rejuvenate global industrial activity (albeit at a slower pace), and recommend styles, sectors and regions that are most geared to it.
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NewsItaly’s Previndai sidesteps defence play despite sector boom
No changes to the strategic asset allocation are expected in relation to the announced European ‘rearmament’ plan, says Previndai
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NewsInternational Accounting Standards Board weighs future agenda amid ISSB collaboration
IASB must also manage resource constraints and address ongoing concerns about Post-Implementation Reviews
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