Portfolio News Euro Credit: Delivering alignment, deepening sustainability
Passive may dominate euro credit allocations, but many investors are now looking for strategies that combine disciplined credit management with meaningful sustainability integration. The Kempen Euro Sustainable Credit Fund reflects that approach.
As banks retreat, private lenders take the wheel
A good fifteen years after the global financial crisis rewired the world’s credit circuits, a new generation of credit masters now sits in the driver’s seat of corporate finance.
Blackrock’s latest loss widens rift between private credit yays and nays
New loan failures have reignited debate over the health of private credit. The bankruptcy of Renovo Home Partners last week has drawn warnings about the quality of the underwriting and possible systemic risks. Industry veterans push back, saying media coverage borders on sensationalism.
Morningstar: Colchester Global Investors vs MFS Asset Management
Top rated firms come in all shapes and sizes. Colchester Global Investors and MFS Asset Management have different specialties and histories. Both stand out for their commitment to putting investors’ interests first. This earns them both a Morningstar Parent Pillar rating of High.
‘Don’t underestimate the homework in private investments’
As institutional investors worldwide increase their exposure to private markets, a trio of Belgian institutions offered a timely reminder that success in the asset class depends as much on discipline as on opportunity.
Waste as the price of innovation
There’s an ongoing debate about whether artificial intelligence is in a bubble. The more important question is whether that’s necessarily a bad thing.
Over 1 billion euro in Robeco’s active ETFs
About a year after launching its first active ETFs, Robeco has attracted more than 1 billion euro in assets. Four of the six listed index trackers now hold over 100 million euro each—a key threshold for institutional investors.
Baillie Gifford shifts growth hunt to private markets
To spot the next Tesla or Nvidia in time, Baillie Gifford is increasingly seeking growth opportunities outside the stock market. Tomorrow’s biggest winners are staying private longer, meaning most of the value creation now happens before the IPO.
Major banks bet on infrastructure as a building block in private markets
Within private markets, interest in infrastructure is growing. Both ING and Rabobank are positioning this investment category as a “building block” in their private markets offerings. Goldman expects a larger asset allocation from institutional investors in the coming years.
ING aims to double its wealth operations
ING wants to double its activities in private banking, wealth management, and investments by offering these services globally. In recent months, the bank introduced private banking in Poland.