Asset Allocation – Page 9
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InterviewsReal assets at the core for Migros Pensionskasse
Christoph Ryter (pictured left) and Stephan Bereuter of Switzerland’s Migros Pensionskasse tell Luigi Serenelli about the fund’s asset allocation strategy and guiding sprit of self reliance
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FeaturesQontigo Riskwatch – November 2023
*Data as of 29 September 2023. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants
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FeaturesIPE Quest Expectations Indicator - November 2023
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
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NewsLGPS funds invest £150m in science and innovation businesses
Funding from South Yorkshire, West Yorkshire, Greater Manchester, Merseyside and East Riding pension funds
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NewsInarcassa’s new strategy sees cuts to equity in favour of bonds, infrastructure
Assets under management for first-pillar pension schemes, according to pension regulator Covip
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NewsPension funds view private equity as ESG compatible asset, says Apex Group
Private equity and private debt have grown in popularity for pension fund allocators, with alignment to ESG principles gaining attention
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NewsInvestment associations push Germany on separate infrastructure category
Current rules represent at times a ‘massive restriction’ to alternative investments, says German alternative investments association BAI
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NewsNOW: Pensions increases investment with sustainable objectives to 82%
A total of 23 green, social or sustainable bonds now make up over 15% of NOW: Pensions’ portfolio, up from 13% last year
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NewsUK’s NEST looks to add to illiquid assets
As at 31 March 2023, NEST was managing £29.6bn on behalf of scheme members
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NewsSampension sticks to cautious equity tactics, with central banks in a bind
Danish labour-market pensions firm regrets early roll-back of equities exposure
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NewsAustrian VBV increases fixed income exposure
The group’s Pensionskasse and Vorsorgekasse will also expand private markets investments
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NewsInarcassa considers higher exposure to illiquids, infrastructure
The next strategic asset allocation could lead to wiping out liquid alternative investments from the scheme’s portfolio
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NewsSpanish pension funds mirror global market surges with 2.3% return to June 2023
Asset allocation figures show that fixed income still dominates portfolios, although in declining proportions, with an average 55.3% allocation at end-June
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NewsItalian pension fund quartet boosts private equity investments
Asset manager Neuberger Berman will invest in buyout and growth strategies, and mainly in companies operating in Italy
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NewsPension funds to continue alternatives buying spree
Pension schemes believe infrastructure and natural capital investments such as forestry are best placed to deliver sustainability and impact objectives
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NewsKPN pension fund to invest up to €700m in private debt
The €10bn pension fund considers the asset class a vehicle for impact investing
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FeaturesFixed income, rates & currency: Lean times to follow good summer?
The macro-economic news in the third quarter has been good, with better growth than expected and better inflation data than feared. In the final few months of the year, however, markets may have to deal with the potential for some softer economic news and possibly more negative inflation data, and not just from seasonal factors.
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InterviewsIceland’s LV: Coping with disruption
Arne Vagn Olsen, CIO of Lífeyrissjóður verzlunarmanna (LV), Iceland’s Pension Fund of Commerce, talks to Carlo Svaluto Moreolo about strategy and the prospects for financial markets
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InterviewsInversion anxiety: what’s up with yield curves in 2023
For over half a century, each time the spread between US 10-year and three-month yields turned negative, indicating an inverted yield curve, a recession followed, sooner or later. In 2023, the yield curve has been more than just a little inverted.
