Asset Allocation – Page 6
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NewsPKBS drops ExxonMobil, Chevron, Glencore following oil and gas expansion deals
The pension fund has decided to implement an ESG index for investments in Swiss equities
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NewsUK DB schemes concerned over increasing volume of regulatory pressures
Russell Investments research shows that DB schemes’ concerns over regulation have more than doubled since autumn/winter 2022
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NewsDemand for equities double but infrastructure mandates fall, report finds
Infrastructure mandates for institutional investors saw a 15% fall in the last year
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NewsKPN scheme dumps inflation linkers
The reason for the sale is Germany’s decision to stop issuing inflation-linked bonds
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NewsBorder to Coast Pensions Partnership expands its private markets programme
Border to Coast Pension Partnership’s private markets programme has grown to £16bn following further commitments from its LGPS partner funds
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NewsThinking Ahead Institute calls for investors to double stewardship resources
Report shows that industry average stewardship resourcing level is currently at around 5% of total investment management costs
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NewsFondo Espero to review investment strategy to set up new sub-fund, life cycle option
Strategic realignment comes after introduction of silent-consent rule to tacitly join the scheme
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NewsSwiss schemes turn to corporate bonds as currency hedging costs rise
Currency hedging costs in the bond markets US and EU government bonds less attractive for the pension funds, says Complementa
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NewsPKBS cuts insurance-linked securities for fixed income, domestic property
teh scheme’s ILS active portfolio posted returns of -4.98% last year
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NewsGermany’s BVK redefines macro allocations in new investment strategy
As part of its its strategic asset allocation, the fund plans to invest in timber looking at ‘evergreen structures’
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FeaturesModelling shows net-zero investing can be profitable
Since the acceptance of the Paris Agreement in 2015, which bound nations to a legal commitment to reduce global temperatures, there has been a clear shift towards net-zero investing. While socially responsible investments are crucial for the mitigation of climate change, recent calls to row back on ESG funds suggest some hesitation.
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Opinion PiecesUS public pension funds focus on labour practices in private equity
Private equity has become dependent on public pension funds, which represent almost one-third of all investors in the asset class. These schemes invested 13% of their assets – over $620bn (€580bn) in 2022 – up from 3.5% in 2001 and 8.3% in 2011, according to data from public pension research non-profit Equable Institute.
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Opinion PiecesDefence is the new ESG question
Earlier this year, the European Commission launched its ambitious European Defence Industrial Strategy (EDIS). The main goals of the strategy are reducing fragmentation within the €70bn European defence industry and lowering weapons imports, thus increasing the EU’s military readiness. The success of the strategy would also contribute to economic growth.
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FeaturesUS economy continues to surprise
The resilience of the US economy continues to confound observers. The Federal Reserve’s 11 hikes in interest rates over the course of 2022 and 2023 were implemented to rein in economic strength and to stifle inflation. Scroll forward to the second quarter of 2024 and both inflation and economic activity are still higher than expected.
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Country ReportSolvency UK: tweaks likely to bring only marginal gains
The UK’s reforms of the Solvency II framework are unlikely to be enough to usher in a big wave of investment in domestic productive assets by insurers
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InterviewsSweden’s AP3 pension fund and its quest for alpha
Jonas Thulin, recently appointed CIO of Sweden’s Tredje AP-Fonden (AP3), talks to Carlo Svaluto Moreolo about his approach to asset allocation and portfolio management
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FeaturesIPE Quest Expectations Indicator - May 2024
EU parliamentary elections are approaching fast. Current polls predict a shift to the right, with the current centrist parties remaining dominant and the extremist right overtaking the Eurosceptics. US President Donald Trump is still liable to be convicted in a criminal case, but his poll figures are rising.
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NewsABP to reduce investments in emerging markets
The fund believes it no longer pays to be overweight the region given the expected returns for emerging market assets
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NewsArticle 9 funds outflows continue amid ongoing regulatory uncertainty
Flows into Article 8 funds rebounded after three quarters of outflows
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NewsAP4 resets long-term scenarios amid US trade worries
Swedish pensions buffer fund CEO sees political environment remaining problematic for years
