Asset Allocation – Page 36
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FeaturesAhead of the curve: Has the period of painless diversification ended?
With interest rates falling to historical lows the reality of a new financial landscape is confronting investors. It is one where the typical relationships between assets has come into question. In addition, basic ideas around diversification and portfolio construction no longer seem to match with the available investment opportunities.
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FeaturesFixed Income, Rates, Currencies: Same again in 2021?
The relief from the farewells to 2020, and welcoming a Brexit trade deal, has waned in the face of rising COVID-19 infection rates. There have also been further lockdowns across swathes of Northern Europe as well as in Japan, Thailand, and South Africa to name a few. The vaccine-generated light at the end of the tunnel which appeared last year, seems rather distant, and possibly dimmer too.
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FeaturesIPE Quest Expectations Indicator - February 2021
Interest has shifted from contamination and mortality data to vaccination figures. In this field, the US and UK are doing well, while the EU and Japan are lagging. Political risk is perceived to have gone. Donald Trump’s tendency to self-destruct is creating opportunities for the Republican Party to heal while Democrats are preparing an economic support package.
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Asset Class ReportsHedge fund performance: 2020, year of the human touch
Diversification is back in favour for hedge funds and those with a downside protection mandate delivered during the crisis
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NewsNorwegian SWF bumps into equities ceiling after 42% tech stocks return
Real estate result dragged down by listed investments, NBIM reports
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North Rhine-Westphalia Pensionsfonds faces criticism over ESG policies
The Ministry of Finance claims the extraction of fossil fuels had never been used as exclusion criteria for ESG policies in North Rhine-Westphalia
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Equities, Swiss real estate push Migros’ returns in 2020
The board of trustees decided to overhaul its investment strategy by increasing allocations to real assets to 37% from 2021
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NewsATP slashes dependence on government bonds with new business model
Danish pensions giant to add market exposure to guaranteed annuity product
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Folksam LO funds go fossil free in ‘milestone’ for pension provider
Four Swedbank Robur funds shed gas, coal and oil stocks
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Denmark’s P+ bumped up risk in 2020, and sees more scope
Pension fund posts 6.65% annual return, despite only breaking even in August
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Icelandic pension funds’ foreign allocations hit 34%, highest ever
Average pension fund returns top 9% in 2020, vs 11.8% in previous year
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AXA Switzerland applies interest rate on 2020 occupational pensions
AXA pursues ‘an investment approach that takes into account the risks, with a high degree of diversification based on the best-in-class principle and strict ESG criteria’
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NewsPKA says infra, RE investments gave portfolio stability in stocks storm
Danish pension fund reports 5.3% return for 2020, below 7%on a 10-year average
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Danica Pension lauds active management after 9.5% mid-risk return
CIO says Danske Bank pensions subsidiary overweighted Danish shares last year
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NewsSwitch to video meetings puts Norway’s SWF off new managers
NBIM suggests low bond volatility undermines some of its rationale for including FI
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UK roundup: LGPS Central emerging market bond fund launched
Plus: LAPFF seeks assurances over Arizona copper mine project
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Swiss Pensionskasse scouts green tech start-ups for VC investments
CPV/CAP Pensionskasse will also focus on young companies that develop solutions for health care and education
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Migros ramps up real assets allocation in new strategy for 2021
The scheme will increase its asset allocation to real assets to 37%
