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NewsGreykite launches €1bn European industrial platform with 94,400sqm seed portfolio
AP3-backed Regio sells 27 properties in Sweden to Greykite’s Lagerhome platform
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Special ReportsAP3’s new CIO brings tactical approach to Swedish pension fund
The Swedish pension fund’s new CIO is bringing in a tactical approach to weather market storms. Pirkko Juntunen speaks to Jonas Thulin
White papersEquity Market Outlook: 3Q 2025
We maintain our belief that economic growth is likely to slow, but that a severe U.S. downturn appears unlikely. Against this backdrop, we remain constructive on global equity markets heading into the second half of 2025 and highlight potentially more attractive opportunities.
White papersFixed Income Investment Outlook: 3Q 2025
In the wake of an eventful quarter, we believe that more benign inflation data and softer but still positive growth could soon prompt the Federal Reserve to resume rate cuts, joining other central banks that have maintained easing polices. While tepid, economic growth remains positive globally and, in the U.S., could improve toward the end of the year and into 2026. In this environment, we currently favor exposure to shorter-term U.S. Treasuries, as well as opportunities in high yield and local currency-denominated emerging market debt, with tariff-related volatility posing a key risk.
White papersAsset Allocation Committee Outlook: 3Q 2025
That was a tumultuous quarter. Since April, the global economy and markets have faced the U.S. administration’s erratic tariff policy, broader trade tensions, fiscal concerns and flare-ups in geopolitical risk, all resulting in widespread volatility and economic uncertainty. And while many of these catalysts may ultimately have material economic and financial impacts, both macro data and risk markets have shown notable resilience, and “looked through” this uncertainty, a theme that we introduced in our last quarterly outlook.
White papersRelative Value & Tactical Allocation Q3
MetLife Investment Management expect a more moderate decline in economic activity as the shock from “Liberation Day” tariffs fades and, as policy evolves toward an end state, consumers and businesses begin to behave more normally after initially pulling back sharply in response to the volatility.
White papersPrivate capital in Europe – A €3 trillion investment super-cycle
An ‘existential challenge’ is how the 2024 Draghi report on European competitiveness described the need for structural measures to improve Europe’s economic growth, putting the investments that this would require at around 5% of the region’s GDP. Paul-Francois Prouvost and Karen Azoulay highlight the role of private capital in this investment drive.
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NewsCalSTRS’s real estate portfolio underperforms benchmark with -3% return
NFI-ODCE Value-Weighted Index records a 1.2% over the same 12-month period
White papersThe 3 reasons we still feel good about tech
Tech may have had a slow start to the year but we still believe in the sector.
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NewsNuveen raises $1.3bn for energy, power infrastructure credit strategy
Nuveen parent TIAA and a “leading Canadian pension fund manager” anchor $1.3bn first close
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