Markets Group

Markets Group is the leading platform for the asset allocator community — delivering forums, interviews, news, and research that keep conversations alive and decisions informed. Our mission is clear ➜ to build communities of investors committed to the power of peer insight. For CIOs, GPs & LPs, wealth managers, and institutional investors, we provide real-time insights year-round, connecting the global investment community from New York to London, Dubai to Sydney, São Paulo to Singapore. A trusted space where relationships evolve into allocations. ✨ Content. Connect. Allocate.

While many Swiss pension funds maintain significant fixed income allocations, Martin Roth, chief executive officer of the CHF 1.8B Pensionskasse Manor is reducing the fund’s fixed income allocation below 10% as it focuses on alternative investments. Muskan Arora has the details: hubs.li/Q047FCsv0 #MarketsGroupNews

🤝 Connect with Defi Technologies at the 6th Annual Japan Investors Forum on April 21, in Tokyo: hubs.li/Q045QCB90 Gain insights on investment trends, traditional and alternative investments from top experts. #MarketsGroupTokyo #InvestmentStrategy #JapanFinance #FinanciaServices

Eid Mubarak to all who are celebrating around the world. As the blessed occasion of Eid al-Fitr arrives, it brings a time of gratitude, reflection, and joyful gatherings with family and loved ones. May this special day be filled with peace, generosity, and renewed hope for the year ahead. Markets Group is pleased to celebrate this meaningful moment together with our colleagues, partners, and friends across the global community. 🌙✨ #MarketsGroup #EidMubarak #EidAlFitr

Australian superannuation fund Rest Super has tapped Rachel O’Connor to serve as head of fixed income, credit and cash, the $105B fund announced this week. Ali Hibbs has the details: hubs.li/Q047tn6C0 #MarketsGroupNews

How is private equity adapting to Asia’s fast-changing landscape? 💥Find out on June 23, in #Singapore: hubs.li/Q03-k_jh0 Join industry leaders at the Private Equity Asia Forum to explore key trends shaping the market—from economic shifts and geopolitical tensions to digital transformation, AI adoption, and value creation strategies. #MarketsGroupPE #PrivateEquity #VentureCapital #FinancialServices #AssetAllocation #PortfolioConstruction #InvestmentStrategy

Aware Super and TelstraSuper have signed a Successor Fund Transfer (SFT) deed, marking a key step in their planned merger. @muskana_22 has the details: hubs.li/Q047tPRp0 #MarketsGroupNews

Tikehau Capital has closed its second vintage private debt secondaries fund, Tikehau Private Debt Secondaries II (“TPDS II”), at $1B — above its original $750M target. The capital raise more than doubled the size of the private equity firm’s inaugural TPDS I fund, which closed at approximately $425M in 2021. According to a recent Campbell Lutyens report, global private markets secondary transaction volume reached a record $225B in 2025 — up roughly 45% from 2024 — driven by strong activity in both limited-partner- and general-partner-led deals. Silvia Iacovcich has the details: hubs.li/Q047gnP80 #MarketsGroupNews

Are institutional portfolios positioned for resilience—or just reacting to volatility? 💥 Request the agenda: hubs.li/Q045kth30 If you steward institutional capital, the 5th Annual Southern California Institutional Forum is where meaningful peer dialogue drives smarter decisions. Topics including: ▪️Global macro outlook ▪️Investments in private markets ▪️Private credit ...And many more. Don't miss out on June11, in Beverly Hills. #MarketsGroupIF #InstitutionalInvesting #PensionFund #FinancialServices #InvestmentStrategy

Are your private market solutions built for the scale and liquidity today’s LPs actually need? 🔥 Request the agenda → hubs.li/Q046S99_0 Hear how Madeline Hume, CFA of AlphaCore Wealth Advisory approaches building scalable private markets portfolios—integrating secondaries, semi-liquid vehicles, and data-driven monitoring to meet evolving client objectives. Don't miss #ALTSLA on March 23-25, in Los Angeles. ALTSLA is developed by CFA Society Los Angeles, CAIA Association, CalALTs, and Markets Group.

Join us in congratulating Marc Zabicki of LPL Financial for being named to The 2026 Elite Private Wealth CIOs. This list recognizes outstanding Chief Investment Officers from independent registered investment advisors (RIAs) across North America. 💥 Learn more: hubs.li/Q045QvJZ0 #MarketsGroupElitePW #FinancialServices #PrivateWealth #ChiefInvestmentOfficerLindsey Woodward Rafkind

Registered investment advisor acquirers announced at least 15 transactions in the first 15 days of March, representing several milestones and more than $28B in transacted assets. The deals were struck exclusively by private equity-backed or externally owned acquirers, underscoring the continued role of institutional capital in driving consolidation across the RIA industry. Ali Hibbs has the details: hubs.li/Q047gwfw0 #MarketsGroupNews

Peter Madsen explains that conviction comes down to what can truly be underwritten in this exclusive interview with Lauren Bailey. 👀YouTube: hubs.li/Q047jdQn0 🟢Spotify: hubs.li/Q047j8DG0 🎧 Apple Podcasts: hubs.li/Q047j6J80 #MarketsGroupPodcast

Can your equity portfolio weather policy shifts, rate cycles, and election volatility? 💥 Request the agenda: hubs.li/Q043Mq2l0 Explore how Lara Rodriguez of People's Partnership is navigating earnings expectations, sector positioning, macro uncertainty, and the active vs. passive debate in today’s evolving market environment. Don't miss the UK Investors Forum on April 16, in London. #MarketsGroupLondon #FinancialServices #PrivateWealth #FamilyOffice #WealthManagement #AustraliaFinance #InstitutionalInvesting #InvestmentStrategy #PortfolioConstruction #AssetAllocation

The U.K.-based National Wealth Fund has set out a five-year plan to support clean energy, transport and regeneration projects in partnership with the Greater Manchester Combined Authority. 🔥 Engage directly with institutional investors driving capital into clean energy and infrastructure projects at the UK Investors Forum, April 16, in London: hubs.li/Q047v0q40 The investment, a core part of the organizations’ strategic partnership, will expand the investment capacity of Greater Manchester’s Good Growth Fund and help deliver projects aimed at driving sustainable growth across the region, according to a press release. @muskana_22 writes: hubs.li/Q047tjG-0 #MarketsGroupNews

Ready to build relationships with Nordic LPs? 💥 Secure the last seats today: hubs.li/Q04686sp0 Developed in close coordination with Nordic allocators, this forum is where conversations between managers and LPs begin. Topics including: ▪️Global equities ▪️Shifting U.S. capital markets policy ▪️Active ways to invest in non-traditional assets And many more. Don't miss out on April 13-14, in Copenhagen. #MarketsGroupCopenhagen

Denmark-based pension fund PKA has appointed Mads Skaaning as its chief investment officer, succeeding Michael Nellemann Pedersen, who is retiring after 25 years with the organization. @muskana_22 has the details: hubs.li/Q047tk8D0 #MarketsGroupNews

Wishing Mike Jerue success as he takes on the #CIO role at the #FRTIB. From military service to company founder and then to deputy CIO, Mike brings extensive expertise to oversee the $1T #pension. More @MarketsGrp. hubs.li/Q047npf20 #vidriofinancial #improvingalpha #podcast

"Learn from the best — then find your own path." Mark Delaney, CIO and Deputy CEO of AustralianSuper, received the Leadership Achievement Award at our 7th Annual Australia Investors Forum in Sydney - and spoke with Orlanda Poblete to share what's driven a career at the top of institutional investing. Delaney's advice to the next generation: read voraciously, learn from the experts, and strike your own direction. 🔥 Request the agenda for Private Wealth Australia | July 28 | Sydney: marketsgroup.org/forums/private… #MarketsGroupSydney

What does it take to perform at the highest level - on the world stage, under pressure, when everything is on the line? @ErJeffcoat knows. The world champion triathlete and Olympian joined us at the 7th Annual Australia Investors Forum in Sydney to share the mindset principles that took her to the top - and that translate directly to the investment world. Dial in. Dial out. Go all in. Own your choices. Ask for help. Simple in theory. Harder in practice. Jeffcoat made the room think differently about how they show up - for their clients, their teams, and themselves. 🔥 Request the agenda for Private Wealth Australia | July 28 | Sydney: marketsgroup.org/forums/private… #MarketsGroupSydney