Asset Allocation – Page 3
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AnalysisChart watch: cooling US job market, China’s record trade surplus, Venezuela’s oil reserves
US jobs data points to a slowdown, and the outlook for euro-area growth is dull
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AnalysisMacro focus: demand for rare earths to rise as countries increase protectionist measures
China’s sudden imposition of sweeping restrictions on rare earth exports took place alongside violent moves in stock markets
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AnalysisFixed income, rates, currencies: markets shrug off the uncertain macro picture
The rising unemployment rate suggests all is not well in the US economy, but the rest of the world – namely China – is getting on with it
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NewsSwiss pension funds recalibrate US Treasuries exposure
The Swiss bond market is too small to meet the demand for bonds from Swiss pension funds, says PPCmetrics
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AnalysisDutch GP fund equity shake-up defies buy-and-hold promise
The Dutch pension fund for doctors introduced a new concentrated equities strategy at the start of the year, promising ‘as few transactions as possible’
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NewsItalian pension funds reassess market risks while redrafting strategies
Italian Casse rethink allocations, expand private markets and deepen domestic exposure despite mounting macro risks and constraints
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NewsZurich’s PKZH cuts bonds and doubles down on growth assets
Pension fund tightens investment strategy in response to weaker long-term bond return expectations in Switzerland’s entrenched low interest-rate environment
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Podcast#24 Leaders in Investment podcast: Manfred Brenner and Poul Thybo, CIO and Head of Investments respectively for Austrian pension fund APK
In conversation with Liam Kennedy, Editorial Director, IPE
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NewsPeople’s Pension overhauls pre-retirement strategy, cutting cash, sovereign debt
UK pensions provider revamps its pre-retirement strategy, cutting cash and sovereign debt in favour of global short-dated credit
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NewsSwiss pension funds weigh FX hedging as risk appetite rises
Rising equity allocations and a softer dollar are forcing Swiss pension funds to rethink how tightly they hedge FX
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AnalysisIPE DACH Briefing: Providers sharpen DC capabilities as private markets debate widens
The number of European Long-Term Investment Funds and exchange-traded funds is expected to rise within German corporate pension schemes
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NewsNBIM talks up active management success, moves to increase SWF’s risk
Manager of Norway’s sovereign wealth fund tells government active management has been more profitable in last five years than before
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NewsAsset owners to step up net-zero engagement with private markets
Just 7% of NZAOA members’ climate solutions allocations are in private assets, according to update from the Alliance
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NewsSwiss pension funds pursue domestic private equity amid scepticism
Swisscanto’s new domestic private equity fund draws strong pension fund interest as scepticism on the asset class grows
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NewsItaly’s pension funds deepen private markets drive amid search for diversification
Several Italian pension schemes are expanding allocations to private markets to boost diversification and returns
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NewsPFA’s defence investments balloon to €1bn with years of European rearmament to go
Danish pension fund reveals near tenfold increase in defence sector investments since start of Russia/Ukraine war
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FeaturesIPE Quest Expectations Indicator – November 2025: Exuberance re-visited
Global equity optimism rises despite political turmoil and supply-chain risks
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Asset Class ReportsCase study: Pension Danmark focuses on AI, robotics and defence as it weighs up the value of active management
Erik Bennike, head of equities at PensionDanmark, explains the fund’s carefully chosen combination of active and passive management styles
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Asset Class ReportsCase study: Varma aiming high while Looking for domestic growth
Varma is increasing its focus on unlisted companies in its home market
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Asset Class ReportsCase study: How Australia’s largest super fund diversifies through concentrated portfolios
Mark Hargraves, head of international equities and private equity at AustralianSuper, compares managing concentrated equity portfolios to piloting speed boats
