Portfolio Allocation & Strategies

Analysis of capital allocation, investment strategies and the convergence of public and private market structures shaping global asset flows.

Goldman Sachs’ European Evergreen Credit Strategy Passes $10bn

Goldman Sachs Alternatives’ evergreen European private-credit strategy has surpassed $10 billion in total assets, reflecting demand for private lending through a continuing investment structure. The strategy combines exposure to a scaled direct-lending platform with access for institutional investors, family offices and wealth clients, illustrating how alternative managers are developing different routes into private credit. Goldman…

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Schroders leaves the stock market as Nuveen creates $2.6tn public-to-private investment platform

Nuveen has completed its acquisition of Schroders, creating a $2.6 trillion asset and wealth manager spanning public and private markets and bringing one of the UK’s best-known listed investment businesses into private ownership. One of Europe’s most significant asset-management transactions has completed, with Nuveen acquiring Schroders and creating a combined investment platform with approximately $2.6…

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Neuberger brings equity and fixed income together in new multi-asset UCITS

Neuberger has launched a multi-asset UCITS fund combining established US equity and global fixed-income strategies in a single portfolio, reflecting continued demand for diversified investment solutions. Neuberger has launched the Neuberger Balanced Fund, a multi-asset UCITS strategy combining two of the firm’s established actively managed investment approaches within a single portfolio. The fund allocates approximately…

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Spain Moves Private Markets On-Chain as BBVA Backs Tokenised Fund

BBVA Asset Management has become the first investor and initial exclusive institutional distributor of a tokenised share class of Hamilton Lane’s Global Private Assets Fund, highlighting Spain’s growing role in the digitalisation of private-market distribution. Hamilton Lane announced the initiative in May 2026, bringing together the global private-markets investment manager with Spanish fund-distribution platform Allfunds…

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Blackstone launches perpetual private markets fund for non-US investors

Blackstone has launched a new perpetual private markets fund giving eligible non-US investors access to private equity, infrastructure, real estate and credit through a single vehicle. Blackstone has launched a new perpetual private markets fund designed to provide eligible investors outside the US with access to four major private-market asset classes through a single investment…

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AllianzGI closes €1bn+ European impact private credit strategy

Allianz Global Investors has raised more than €1 billion for its Impact Private Credit strategy, highlighting continued institutional demand for private debt financing of European companies. AllianzGI said its Impact Private Credit strategy has secured more than €1 billion of commitments from major European institutional investors, exceeding its original €800 million target in less than…

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Victoria Capital Management launches Shariah-compliant hybrid multi-asset portfolio

Victoria Capital Management has launched Perennial, a new segregated portfolio combining equities, sukuk and commodities with algorithmic asset allocation and human investment judgement. Victoria Capital Management (VCM) has launched Perennial, a Shariah-compliant segregated portfolio established under the Cayman Islands-based Skye Investment Fund SPC. The portfolio is designed to pursue long-term capital appreciation and income through…

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Amundi completes €620m ICG stake as private markets move deeper into wealth

Amundi has completed its €620 million investment in ICG, combining a minority stake in the private-markets manager with a 10-year agreement to distribute its strategies through the global wealth channel.

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Arizona pension commits another $600m to BNP Paribas SRT strategy

Arizona State Retirement System has awarded BNP Paribas Asset Management Alts a further $600 million mandate for its significant risk transfer strategy, taking its total commitment to $1 billion. The deal highlights growing institutional demand for private-market credit strategies linked to bank balance-sheet risk transfer. Arizona State Retirement System (ASRS) has awarded BNP Paribas Asset…

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SEC clears fund structure combining ETF and mutual fund classes

The SEC has granted regulatory relief allowing Northern Lights Fund Trust and Ocean Park Asset Management to offer a fund with an exchange-traded share class alongside one or more conventional mutual-fund classes. The decision could give asset managers greater flexibility in combining different distribution formats within a single investment vehicle.

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