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Border to Coast (BTC) 2Q26 

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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

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

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