Local Government Reorganisation: What Councils Inherit on Day one
Local Government Reorganisation is often discussed in terms of boundaries and governance.
Crafting Clarity in a
World of Complexity
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Camdor Global Advisors
Border to Coast (BTC) 2Q26
Our latest Border to Coast (BTC) quarterly review is now available, covering 2Q26 fund performance, market context, key risks and discussion points for LGPS investors.
2Q26 saw a marked improvement across most strategies, with Emerging Markets leading performance, while elevated real yields, tight credit spreads and AI market concentration remain key areas to monitor
For professional investors only.
Contact Camdor Global Advisors:
Emerson Chan
emerson@camdorglobaladvisors.com
Monthly Market Update – June Edition
We are pleased to announce the launch of our monthly Market Update. The update provides a snapshot of key market developments relevant to Local Authorities.
Border to Coast (BTC) 1Q26
We are pleased to share our latest quarterly review of Border to Coast (BTC), covering 1Q26 fund performance, market backdrop, key risk considerations and discussion questions for LGPS fund oversight.
Pension Scheme Bill Commentary
On 29 April the Pension Schemes Bill received Royal Assent and became law. It brings to a close a policy initiative which started in late 2024 with Chancellor Reeves’ first Mansion House speech.
The Pulse Newsletter April 2026: Pension UK Economic and Policy Developments – From Inflation Pressures to Energy Transition
The April pulse is here!
Brief updates on the macro environment, markets and key ESG developments are below:
Human Expertise vs AI
AI adoption is accelerating. Decision makers, researchers and policy professionals increasingly use AI-generated output to drive strategic assessments, policy advice and investment discussions. The question is no longer what AI can do, but how much we can trust it. AI adopters should be cautious and consider the risks regarding accuracy, credibility and reliability. While we acknowledge AI…
