
Market concentration: impact and risks
Chris Sutton, investment manager, Aubrey Capital Management writes that since the low point of 2008, the value of global bonds and equities has grown to USD255 billion, more than 2.5x their starting value.
Chris Sutton, investment manager, Aubrey Capital Management writes that since the low point of 2008, the value of global bonds and equities has grown to USD255 billion, more than 2.5x their starting value.
Nordea Asset Management (NAM) has successfully closed NPE Co-Investment Fund I (Nordea Private Equity) after securing EUR160.5 million in committed capital.
Aon plc has launched the Zone Framework for pension scheme investment in the UK. The firm writes that it is designed to support clients’ decision-making in the current environment where funding level improvements and increased endgame options are opening up a wider range of medium and long-term goals.
Schroders, Man Group and Resonance have committed GBP550 million through impact funds which the government says: “Will directly tackle the most acute housing crisis in living memory”.
Confidence among UK dealmakers is surging, according to the latest findings from CIL’s Investment 360 Index. Almost half (48 per cent) of respondents are now positive about the UK’s short-term economic outlook, a dramatic improvement from just 19 per cent in 2024. In contrast, only 15 per cent of respondents hold a negative view this year, with 34 per cent remaining neutral.
In volatile markets, private capital has proven king as investors seek refuge from rising inflation in asset classes that offer higher yields than equities while providing desirable portfolio diversification.
Goshawk Asset Management, the global equity boutique launched by Alex Illingworth and Harwood Capital Management, has announced its first deal with the acquisition of Vermeer Investment Management.
HSBC Asset Management (HSBC AM) has launched the first vintage of its NAV Financing strategy, attracting a significant anchor commitment from HSBC Group.
The Platforms Association, a new membership body to represent and provide a voice to the investment platforms sector, has been launched.
When your target market is retail investors seeking an alternative source of fixed income in a world where traditional bonds offer little in the way of return – as was the case post global financial crisis – the hikes in interest rates since 2021 brought unwelcome change.
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