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NewsSweden’s AP2 and Germany’s BVK join investors in New Forests fund
Australia New Zealand Landscapes and Forestry Fund also received A$75m from Australia’s CEFC
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NewsTPG to buy Altus Power in a $2.2bn take-private transaction
Altus Power is the largest US commercial-scale clean energy provider
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 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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NewsPartners Group acquires US natural gas power plant portfolio for $2.2bn
Investment firm buys 11 natural gas power plants and operator Middle River Power
White papersAsset Allocation Committee Outlook 2Q 2025
“Much now depends on whether we see a more structured and predictable approach to policymaking in the U.S., especially on trade and the size and cost of government.”
White papersFixed Income Investment Outlook 2Q 2025
The Trump administration’s announced tariffs have introduced new turbulence to the markets as investors seek to assess the possible ramifications across economies and asset classes.
White papersWhatever it takes, part 2, the European opportunity
Is Europe finally going from being reviled to investable? Carlos Moreno and Thomas Brown, fund managers of the Premier Miton European Opportunities Fund, certainly think so. In this insight they discuss what positives they are seeing in the changing European landscape and where they believe there is particular value for European investors.
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NewsAzora to invest €2bn in Spanish data centre
New data centre in Zaragoza to get an additional €5bn investment from end users
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NewsMaryland Retirement targets up to $1.2bn for infrastructure
Pension fund plans to make infrastructure commitments of $100m to $300m each
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