Real estate is evolving fast as increased global investment opportunities emerge. Property prices in key markets have begun a tentative upswing that may offer scope for capital gain. There is also evidence of rental growth in some locations, which has had a positive effect on capital values. However, as the effects of the global financial crisis continue to be felt, investors are demanding greater control over their investments. This paper examines the opportunities and challenges facing institutional investors, as well as favoured strategies in the current market.
Asset Classes
Real Estate: New Opportunities for Institutional Investors
State Street, State Street Sponsored Research
Asset Classes
Nest favours institutional-first managers as retail exodus pressures private credit
Nest, the largest workplace pension in the UK, says that private credit managers who prioritise institutional clients will be more favourably viewed. The £61 billion ($82 billion) fund has awarded a £450 million ($605 million) US direct lending mandate to Crescent Capital this month, citing the manager's institutional-client-first approach as a key attraction.
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Long-term investors can help break VC’s short-term trap
The short-term investment focus of venture capital investors and the withdrawal of government funding are opening the door to asset owners as providers of patient, long-term capital to fill an investment void, the Top1000funds.com Fiduciary Investors Symposium has heard.
AI the ‘most consequential’ trend for infra investors despite scepticism
AI is “the most consequential megatrend” for infrastructure investors with opportunities not only around data centres, but also energy and fibre networks by extension. But despite the bullishness, some asset owners are wondering when – or if – AI will deliver a miraculous productivity gain and benefit the underlying infrastructure.
SWIB: It’s ‘harder for companies to live in public markets’
Public markets aren’t functioning as well as they used to, and more and more asset owners are loading up on private assets in a bid to maintain their returns. But private market managers need to realise that their investors want a true partnership, or risk “a washing out”.
Arizona navigates spike in capital calls in uncertain private equity market
The recent market volatility has put the brakes on any pickup in private equity distributions LPs had hoped for in 2025. A board meeting of Arizona State Retirement System heard that IPO activity remains muted and the majority of exits are concentrated in sponsor-to-sponsor deals and strategic sales.
Sweden’s FTN scouts for domestic, European small cap managers
Nordic pension giant the Swedish Fund Selection Agency (FTN) is on the hunt for active Swedish and European small cap equity managers in a SEK 46 billion ($4.6 billion) tender. It comes as asset owners revisit small cap strategies as a useful diversification from US mega cap equities.
NBIM seeks long/short, market-neutral strategies amid volatility
Norway's NBIM is looking to allocate several mandates to single-country and regional long/short equity strategies in Australia, Japan, Europe, and the US. Top1000funds.com examines the growing investor interest in these strategies as market volatility and stock dispersion create fresh opportunities for active managers.
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