Asset Allocation – Page 15
-
NewsDACH roundup: City of Zurich Pensionskasse bumps up alternatives
Plus: Swiss association on investments in reform process; Austrian pension funds see AUM shoot up; German Spezialfonds add green assets;
-
NewsDutch pension funds’ move to segregated mandates knock alternative funds
EFAMA sees gradual shift towards ETFs and index funds
-
NewsIlmarinen steps up ETF collaborations, anchoring €2.75bn of BlackRock launch
Finnish pensions insurer makes latest index investment as it shifts passive equities into climate-focused funds
-
NewsAlecta to diversify equities, cut non-Nordic exposure and add indexing
Swedish pensions heavyweight announces first steps in crisis-driven strategy overhaul
-
NewsPLSA conference panel pushes for ‘outcome-generating’ investments
Any long-term investment vehicle for the UK should be just as attractive to overseas investors as it is to UK investors
-
NewsFinnish pensions centre chief argues for 10-point rise in equity weightings
Paldanius says boosting equities allocations by a tenth could add 0.3 percentage points to Finnish workplace pension fund returns
-
NewsItalian pension funds lean towards domestic investments, says COVIP
Many pension funds are also expanding their investment strategies in private equity and private debt, according to the pensions regulator
-
NewsSwiss pension funds set to change SAA to reach bond investment targets
According to Swisscanto, 17% of pension funds surveyed adjusted their strategic asset allocation, and 35% changed allocations tactically.
-
NewsGerman BVV allocates €1.5bn to high rating investment grade bonds
The fund will pursue an active risk management approach, especially in volatile asset classes
-
Special ReportSpecial Report – Outlook: Europe and the world
Inflation may be losing momentum, thanks to vigorous central bank action, but with a recession on the horizon, it is hard to tell whether the next few months and years will see markets turn around and risk assets begin to perform again. For the time being, CIOs argue for selectivity in stock selection and generally agree that bonds have resumed their diversification role. The main article in our Outlook report features the views of influential CIOs and strategists on asset allocation for the next few years.
-
Country ReportNordic region: NBIM looks to diversity to improve decision making
The manager of Norway’s sovereign wealth fund kickstarted its diversity and inclusion programme in 2020, and has since focused on embracing new measures to become more diverse
-
FeaturesFixed income, rates & currency: Strong labour markets surprise
Global purchasing managers’ index (PMI) data, which measures the state of the US economy, has been mostly strong, although manufacturing indices have been considerably weaker than services, perhaps reflecting their greater sensitivity to higher interest rates.
-
InterviewsOn the record: Is there a credit crunch on the horizon?
European pension funds reflect on the possible implications of rising interest rates and the troubles of the US banking sector
-
Special ReportOutlook – Europe and the world: CIOs focus on bonds and quality stocks
With the prospect of weaker growth, volatility and higher inflation and rates, strategists argue for more selectivity in investments
-
Opinion PiecesDo not blame institutions for taking risks
Alecta, the SEK1.19trn (€105bn) institution that manages the Swedish ITP private-sector pension scheme, is being probed by Swedish regulators for the €1.9bn capital loss it experienced earlier this year, as the three US regional banks it invested in – Silicon Valley Bank, Signature Bank and First Republic Bank – collapsed. The institution reacted by firing its influential CEO Magnus Billing.
-
FeaturesAhead of the curve: The rise of multi-manager models for alternative investing
Fifteen years after the ‘global financial crisis’, multi-manager strategies for alternative investing have not only shaken off their tarnished reputation but have evolved
-
FeaturesQontigo Riskwatch – June 2023
*Data as of 28 April 2023. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants
-
-
FeaturesIPE Quest Expectations Indicator: June 2023
Continued loud bickering between the Wagner Group and the Russian army is protecting Putin from both, worsening the outlook for peace, while there are multiple signs that military supplies are approaching exhaustion. The coalition supporting Ukraine is stronger than ever, showing increasing willingness to provide military aircraft. Yet the offensive expected in February has not started. In the US, Florida governor Ron DeSantis is damaging his position with an unproductive row with Disney, while Trump has moved closer to a prison term. Gas consumption in the EU is falling faster than expected, due to efficiencies like heat pumps, changeover to electricity and solar panels. Macron scored nicely by sponsoring the participation of Zelensky at the Hiroshima G7; Sunak failed to centre political attention on China.
-
NewsItaly roundup: Previndai ups exposure to corporate, government bonds
Plus: Eurofer pushes on with direct investments
