Asset Allocation – Page 10
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FeaturesIs the US economy finally heading for a soft landing?
Having come to terms with the higher-for-longer mantra, markets are grappling with ‘higher-for-even-longer’, as US economic resilience continues to challenge expectations of weakness while reducing the prospects for earlier interest rate cuts from the Federal Reserve.
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FeaturesThe great desyncronisation age in global financial markets
Investors are witnesses to the end of an era of synchronised global growth, when China could be counted on for outsized expansion that provided a broad cross-border lift for economies, industries and asset classes.
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FeaturesQontigo Riskwatch – December 2023
*Data as of 31 October 2023. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants
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FeaturesIPE Quest Expectations Indicator - December 2023
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
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FeaturesPricing the decline of democracy for investors
History does not progress in a linear way. Science, democracy, technology, arts, the economy and any other type of evolutive process advance and recede in chaotic movements, even though they ineluctably move towards progress. Those recessions and pull-backs often go unnoticed at first, at least to the casual observer. And yet, they end up profoundly sanctioned by all stakeholders including the economy, financial markets and investors.
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FeaturesFixed income, rates & currency: interest rates the big question
In August, when Fitch Ratings downgraded US debt from AAA to AA+, it cited an “erosion of governance” as one of the key reasons for its decision. September’s US government shutdown chaos will probably not have improved perceptions of US lawmakers’ proficiency to govern.
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InterviewsReal assets at the core for Migros Pensionskasse
Christoph Ryter (pictured left) and Stephan Bereuter of Switzerland’s Migros Pensionskasse tell Luigi Serenelli about the fund’s asset allocation strategy and guiding sprit of self reliance
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FeaturesQontigo Riskwatch – November 2023
*Data as of 29 September 2023. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants
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FeaturesIPE Quest Expectations Indicator - November 2023
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
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NewsLGPS funds invest £150m in science and innovation businesses
Funding from South Yorkshire, West Yorkshire, Greater Manchester, Merseyside and East Riding pension funds
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NewsInarcassa’s new strategy sees cuts to equity in favour of bonds, infrastructure
Assets under management for first-pillar pension schemes, according to pension regulator Covip
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NewsPension funds view private equity as ESG compatible asset, says Apex Group
Private equity and private debt have grown in popularity for pension fund allocators, with alignment to ESG principles gaining attention
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NewsInvestment associations push Germany on separate infrastructure category
Current rules represent at times a ‘massive restriction’ to alternative investments, says German alternative investments association BAI
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NewsNOW: Pensions increases investment with sustainable objectives to 82%
A total of 23 green, social or sustainable bonds now make up over 15% of NOW: Pensions’ portfolio, up from 13% last year
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NewsUK’s NEST looks to add to illiquid assets
As at 31 March 2023, NEST was managing £29.6bn on behalf of scheme members
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NewsSampension sticks to cautious equity tactics, with central banks in a bind
Danish labour-market pensions firm regrets early roll-back of equities exposure
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NewsAustrian VBV increases fixed income exposure
The group’s Pensionskasse and Vorsorgekasse will also expand private markets investments
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NewsInarcassa considers higher exposure to illiquids, infrastructure
The next strategic asset allocation could lead to wiping out liquid alternative investments from the scheme’s portfolio
