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Border to Coast (BTC) 1Q26 

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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.

1Q26 was a challenging quarter, with positive absolute returns concentrated in EM equities and the UK Listed Equity Fund, while relative performance was mixed across the covered funds.

The report also discusses higher real yields, tight credit spreads and key questions around style exposure, diversification, interest-rate risk and credit risk.

For professional investors only.

Contact Camdor Global Advisors:

Emerson Chan
emerson@camdorglobaladvisors.com
Vittal Pathi
pathi@camdorglobaladvisors.com

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.
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Close-up view of colleagues discussing business reports in a creative office setting.

LGPS Pooling and Governance Note

Pension Fund Pooling raises governance issues: Read our insight in which we set out the transformation taking place right now and assess the potential challenges that will need to be navigated.
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