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
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NewsMapletree Logistics Trust acquires Mumbai warehouse for INR4bn
The debt-funded acquisition marks the trust’s entry into Mumbai
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
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NewsArcLight acquires InfraBridge’s stake in 5.4GW thermal portfolio
ArcLight is partnering with existing owner Invenergy to manage the 11-asset platform
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NewsHapag-Lloyd acquires ZIM for $4bn in container shipping deal
Israeli private equity firm FIMI will retain strategic Israel routes under the ZIM brand
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NewsICG Real Estate secures €1.4bn for opportunistic European strategy
ICG Metropolitan Fund II exceeds its €1bn target
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NewsCPP Investments, Equinix acquire atNorth for $4bn from Partners Group
Deal gives CPP Investments a 60% controlling stake
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.



