Geopolitical tension injects volatility into markets
Escalating tensions between the US and Iran have jolted energy markets and revived inflation concerns, but investors remain divided over...
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Portfolio thinking evolves
Once the domain of sovereign wealth funds and endowments, total portfolio aproach ( TPA) is now gaining traction among pensions,...
Ucits drive EU assets past €25tn: Efama
European investment funds delivered a record year in 2025, with net inflows at €873bn and total assets surpassing €25trn for...
Defence tech emerges as strategic allocation
European defence is moving into what some investors see as a structural rearmament cycle, driven by higher Nato spending targets,...
Fund selectors: “Private markets preserving the illiquidity premium”
• How are you adjusting private markets fund design without undermining the illiquidity premium investors are seeking? Marco Busca, head...