White papersQ4 2025 repo update
In the fourth quarter of 2025, fiscal risks took precedence over monetary policy moves which, due to clear forward guidance, didn’t offer many surprises. In the UK, much of the final quarter was dominated by Budget leaks and speculation, as the Government prepared it over a period of 12 weeks.
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Special ReportsAP2: Nature as a cross-cutting financial factor
AP2 has embedded natural capital across its entire portfolio, using it to underpin its strategy for risk management, due diligence and engagement with investee companies
White papersQ4 2025 Equity Market Review
It has often been said that success and happiness lie within the journey rather than at the destination. For small cap investors, 2025 was a turbulent and twisting ride whose volatile journey fortunately ended with a successful outcome. After the 2024 Presidential election, equity markets rallied as many investors assumed the new administration’s focus on lower regulation and taxes would be beneficial to growth. Underlying economic activity was supportive of this conclusion, driven by consistent employment growth, better inflation trends and increased consumer activity.
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NewsDigitalBridge snapped up by SoftBank in $4bn deal
DigitalBridge manages a diverse portfolio of digital infrastructure assets
White papersQ4 2025 Short Duration Commentary
MetLife Investment Management’s Q4 2025 Short Duration Quarterly Commentary recaps 2025 and shares insights into opportunities and risks for 2026.
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NewsØrsted sells entire European onshore business to CIP for €1.4bn
Deal completes divestment as it refocuses on offshore wind in core European markets
White papersQ4 2025 Global Trends and Tactics
Global private real estate markets are experiencing a significant turnaround, with values climbing for five consecutive quarters and total returns turning positive across all 21 tracked countries in Q2 2025, marking a decisive end to the 2022-2024 correction. Transaction volumes have surged to $739 billion over the trailing year—a 19% year-over-year increase—while real estate debt markets present compelling opportunities as lending risk diminishes, though tighter pricing reflects intensifying competition for quality assets. Read the full report to explore the data driving this global recovery and understand the investment landscape ahead.
White papersEquity Market Outlook 4Q 2025
In spite of concerns about AI-related valuations, we believe a strong economy—with monetary stimulus in the pipeline and still more to come—has set the stage for stronger equity performance in 2026.
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NewsBlackstone raises $4bn during the fourth quarter for its infrastructure fund
Blackstone Infrastructure Partners AUM reaches $77bn with 18% annual returns
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NewsStonepeak acquires 25% of global port terminals portfolio for $2.4bn
Joint venture with port operator CMA GCM could see Stonpeak invest $6bn over time
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