Asset Allocation – Page 5
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Country ReportSweden's buffer fund AP4 considers doubling allocation to defensive equities
An overhaul of buffer fund’s dynamic normal portfolio is already under way in a bid to adapt to greater global uncertainty
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FeaturesIPE Quest Expectations Indicator - December 2024
Bond expectations falling, equity mostly flat
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NewsGeopolitical conflict tops concerns list for pension funds
To hedge against this risk, funds want to further diversify their portfolios, for example by increasing investments in private assets
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NewsLGPS Central launches sterling investment grade credit fund
The fund was developed in response to discussions with West Midlands Pension Fund, which provided £650m in seed investment
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NewsItaly’s CDC scheme to invest €1.1bn across equities, bonds, alternatives
The scheme will invest 72.4% of the €1.1bn planned for next year in bonds, 4.5% in equities, and 23.1% in illiquid alternatives, including real estate
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NewsFondo Espero picks Eurizon to run new ‘Dinamico’ sub-fund
The pension fund has set up the new ‘Dinamico’ option for riskier investments, in addition to a life cycle investment option
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NewsDutch pension funds increase short-term holdings
The increased liquidity reserves risk negatively impacting long-term returns, signals regulator DNB
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NewsFondenergia picks UBS AM to invest sub-funds assets
Credit Suisse Italy is replaced by UBS AM in Garantito’ sub-fund and government bonds (excl euro) in its ‘Bilanciato’ sub-fund
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NewsTrump wins: US ‘looking golden’ over the long term, says GAM
Trump returning to the White House raises questions about the fate of the sustainability agenda
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NewsFirst UK pension fund allocates to bitcoin
Adviser Cartwright says it has ‘opened the door for risk-averse pension schemes to benefit from bitcoin’s potential growth’
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NewsItaly’s pension fund for notaries ponders first move into private debt
Cassa Nazionale del Notariato currently has 3-4% invested in private equity and infrastructure funds
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FeaturesSoft landing likely again for US economy
It has been more than a year since the attacks by Hamas in Israel and tensions in the Middle East remain high, with a rising impact on financial market sentiment.
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Country ReportLower interest rates see Swiss pension funds adjust asset allocations
Lower rates are nudging Swiss pension funds to rethink their approach to fixed income and private markets
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Opinion PiecesIs it time to add a new layer to strategic asset allocation?
For years, strategic asset allocation (SAA) has been a cornerstone of investment for pension funds and other institutional investors. Is sustainability a missing ingredient?
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Country ReportSpanish country report 2024: Pension funds eye a new rate environment
Buoyed by strong returns, pension funds have been lengthening the duration in their fixed-income portfolios
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FeaturesIPE Quest Expectations Indicator - November 2024
Donald Trump has profited from climate change, which he believes unimportant, as this year’s hurricane season has so far seen more storms over a wider area.
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NewsDutch pension funds should move to concentrated equity portfolios, says Eumedion
Schemes should also consider nominating a candidate for non-executive boards to strengthen ties with listed companies
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NewsSwiss scheme cuts exposure to insurance-linked securities as climate risks increase
Pensionskasse Thurgau has rebalanced its reduction to ILS by increasing infrastructure investments, which are worth 7.1% of its total assets
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NewsInarcassa to boost alternatives with €900m investment
The boost represents an increase of 6.3% compared to the current allocation level
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NewsVelliv says impact product revamp ‘in theory makes for better returns’
Danish mutual pension provider redesigns ideas behind VækstPension Aftryk, defines four categories of sustainable investment targets, adds asset classes
