TRP Roundtable #1
Partnered Content
Arguments for optimism: Why investors are looking on the bright side
When global asset owners gathered at London’s historic Rosewood Hotel to gauge market sentiment and explore investment strategies and ideas, the tone was remarkably upbeat in a conversation that spanned currency strategies, the muted impact of geopolitics on asset prices, and the importance of managing human bias.
Sarah RundellNovember 17, 2025
FIS Oxford 2025
HarbourVest: Europe’s illiquid markets make private markets difficult
John Toomey, chief executive officer of Boston-based HarbourVest Partners shares his observations of investment opportunities in Europe where the availability of capital, skill and risk appetite still pales compared to the US.
Sarah RundellNovember 11, 2025
FIS Oxford 2025
The case for Bitcoin as a store-of-value asset in pension portfolios
Many asset owners are hesitant to invest fiduciary capital into cryptocurrencies due to their perceived volatility and uncertain fundamentals, but Australian pension fund AMP Super, which has bought into Bitcoin via its DAA program, argued that they could be an emerging store-of-value asset comparable to gold.
Darcy SongNovember 11, 2025
FIS Oxford 2025
LP demands for bespoke solutions define new era for private managers
Private asset managers can expect to work harder for LP capital as allocators increasingly look for more bespoke, flexible structures that meet their changing needs around liquidity, fee and types of exposures. Investors at FIS Oxford unpack how they approach manager relationships in the new era of private investments.
Darcy SongNovember 10, 2025
FIS Oxford 2025
Chasing market swings a ‘loser’s game’ for active managers: Loomis Sayles
Aziz Hamzaogullari, chief investment officer of growth equity strategies at Loomis Sayles, has urged active investors to focus on long-term consumer and enterprise demands, warning that chasing short-term market moods and toggling between “risk-on” and “risk-off” positions is ultimately a “loser’s game”.
Darcy SongNovember 7, 2025
FIS Oxford 2025
Apollo: Integration crucial for Europe’s investment future
Tristram Leach, the London-based head of investments at Apollo, said a lack of integration among the fragmented European regulatory and market structures is making it harder for investors to deploy in the region. He warned that, without deeper coordination, Europe risks missing out on the global capital rotation.
Darcy SongNovember 6, 2025
FIS Oxford 2025
Expect a 5-to-10-year wait for 401(k) plans to enter private markets
The risk of litigation and liquidity concerns mean America's 401(k) funds won't venture into private markets for five to 10 years, said T. Rowe Price's Michael Davis, speaking at FIS Oxford. But he said legislation has played a powerful role in shaping the US retirement industry.
Sarah RundellNovember 6, 2025