All our thinking

The adoption of Japan’s Asset Owner Principles could trigger a surge in demand for outsourced chief investment officer services (OCIO) among pension funds and other institutions.

The adoption of Japan’s Asset Owner Principles could trigger a surge in demand for outsourced chief investment officer services (OCIO) among pension funds and other institutions.

According to the 57 buy-side traders and portfolio managers we interviewed in the first quarter of 2026, AI’s biggest impact on fixed-income investing and trading is data analysis and document review, cited by 65% and 47%, respectively.

Under increasing pressure to fund growing liabilities, European pension funds and other institutions are taking action to optimize portfolio allocations and enhance investment returns.

Asset tokenization can make transfers easier and faster and, by doing so, allow capital to be more efficiently and effectively put to work. While we are still far from truly programmable financial assets (e.g., automated dividends or coupons through smart contracts) with instantaneous settlement, we are slowly moving down that path.

2026 is shaping up to be a big year for mergers and acquisitions in the U.S. banking industry, and data from the Commercial Loan Analytics team at Crisil Coalition Greenwich suggests why certain geographic regions might be particularly attractive markets for acquiring banks.