Asset Allocation – Page 4
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Asset Class ReportsCase study: Soka-Bau builds out private equity
Lukas Doerr, head of portfolio management at Germany’s SOKA-BAU, explains the fund’s private equity approac
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Asset Class ReportsConcentrated portfolios: How investors are challenging common wisdom by reverting to old-fashioned stock picking
For equity investors of all kinds, the clear trend of the past few decades has been a shift away from stock picking and towards broadly diversified portfolios, managed through passive index exposure or, at most, passive-enhanced or quantitative strategies.
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AnalysisChart watch: Trade policy uncertainty, US job growth, European inflation
Trade policy uncertainty remains elevated, and the US is showing signs of a slowdown. In Europe, inflation numbers are reassuring
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AnalysisFixed income, rates, currencies: Global economies slow despite increasing tariffs clarity
The global fixed income outlook remains mixed, with strong economic headwinds despite fading fears of the AI bubble bursting
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Asset Class ReportsDown, but not out: Private equity enters a recovery phase
GPs are staging a comeback after several years of disappointing returns
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Asset Class ReportsTime for more European private equity?
Investors are increasing allocations to European private equity funds, where smaller company buyouts and emerging sector specialisations are key strengths, reports Joseph Mariathasan
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Podcast#23 Leaders in Investment podcast: Tom Mergaerts, CEO, Amonis
In conversation with Liam Kennedy, Editorial Director, IPE
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NewsGerman auditors’ pension fund monitors rebound in private equity dealmaking
‘We pay particular attention to broad diversification and carefully structured investments,’ says Sascha Pinger, CIO of WPV, the €5bn pension fund
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NewsSwiss pension funds weigh private debt as low yields persist
Some Swiss pension funds explore private debt to boost returns, while others remain wary of risks
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NewsAustrian pension funds step up private equity as hunt for illiquids intensifies
APK Pensionskasse is targeting opportunities for above-average returns in private equity, while Bonus Pensionskasse looks to infrastructure equity
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NewsSouth Yorkshire fund commits £525m to climate, impact strategies
The local authority is investing £350m in Border to Coast Climate Opportunities Fund and a further £175m in renewables and natural capital investments
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AnalysisIPE Netherlands Briefing: Dutch funds continue Israel stock purge
PFZW and PME divest from Booking.com, Airbnb and Expedia; Dutch pension funds reconsider oversized exposures to the US
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NewsCometa tenders €1.2bn in active mandates to diversify €11bn portfolio
The €15bn Italian pension fund for employees in the metal industry is tendering a €900m in active bonds and €300m in active equity for its ‘Reddito’ sub-fund
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Podcast#22 Leaders in Investment podcast: Stephen O’Neill, Head of Infrastructure & Natural Capital at NEST Invest
In conversation with Richard Lowe, Editor in Chief, IPE Real Assets
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NewsAlifond makes infrastructure debut in strategy overhaul with €660m mandates
The pension fund for employees of Italy’s food industry will see its strategic target for alternatives increase to 10% of total assets, up from 8%
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NewsGIIN Forum 2025: Pension funds now supply 35% of impact capital
Institutional impact allocations have soared since 2019, according to the Global Impact Investing Network (GIIN)
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NewsAvon Pension Fund members divided on aerospace, defence holdings
Avon Pension Fund to meet on 12 December to make a decision whether to continue or cease investment in the sector
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NewsTPA ‘a methodology and a mindset’, says new paper
CAIA Association teams up with TAI for report on how the total portfolio approach is being executed by asset owners
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NewsFondoposte builds bond portfolio with tilt to Italian sovereigns
Amundi, one of the pension fund’s fixed income asset managers, will overweight US Treasuries and UK Gilts
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NewsDutch pension funds rethink US allocations
Pensioenfonds Bisdommen, the fund for Catholic clergy, has already reduced its exposure to US equities, while PGB will no longer increase US non-listed investments
