Commodities
In-depth reporting on commodities investing for our pension fund and asset management readers from IPE’s award-winning journalists.
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NewsSwiss pension schemes see funding ratios decline in Q3
Commodities help sustain returns as situation in oil market remains tense, says Swisscanto
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Special ReportProspects 2023: The inflation conundrum facing investors
Institutional investors would do well to include commodities and trend strategies to mitigate inflationary pressures
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Special ReportSpecial Report – Prospects 2023
The past year will be remembered as one of the most challenging for institutional investors ever. The outlook for 2023 is brighter, if anything because valuations of major asset classes have come back to historical levels.
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FeaturesCommodities show their value
The few pension schemes with an investment in commodities benefitted from this allocation in recent months. Prices in this asset class rose as the pandemic and war in Ukraine pushed up the cost of fossil fuels and re-ignited inflation while both equity and bond markets faltered.
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NewsMandate roundup: Benelux investor tenders €300m EM all-caps brief via Quest
ESG bond, commodities and Canadian equity mandates add to live tenders on IPE Quest
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NewsABP considers investment in carbon credits
The asset class is seen as an interesting alternative to fossil fuel investments
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FeaturesBriefing: Why gold is different
Why does gold behave so differently from industrial metals and, indeed, most commodities in general? Despite the obvious contrasts – such as its shininess and its use in jewellery – it is not immediately clear why this should be the case.
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Dutch midwives fund struggles to find alternative for raw materials
After deciding against inflation linkers the fund is now considering infrastructure
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NewsSwiss pension funds record highest returns as commodities outperform
Private pension schemes have reached a new high in terms of their estimated funding ratio with 123.3% at the end of June
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Pension funds foresee price increase in precious metals – study
Metals such as palladium, copper and nickel are vital for the transition to a sustainable and greener economy
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DSM pension fund invests 5% in gold
The fund said it invests in physical gold which is stored at a Swiss bank
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NewsSwiss roundup: equities, real estate drive APK’s returns in 2020
Plus: Allianz Suisse cuts conversion rates; PG Impact Investments’ climate strategy; University of Zurich’s Pensionskassen investment delegation survey
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Icelandic scheme plans alternatives move
Reykjavik-based fund plans to invest in foreign real estate, infra, private equity and debt
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Special ReportFinancialisation: The commodities conundrum
It is an important practical question but it is hard to untangle how commodity prices are determined
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Special ReportRare earths: The building blocks of tech
Everything from batteries, visual displays, catalytic convertors to military hardware are reliant upon rare earths in their production. Unfortunately, investment opportunities in rare earths are not as widely available as their potential uses
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Special ReportPortfolio strategy – The good things about commodities
Commodities can provide portfolio diversification as well as a cushion against inflation shocks
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Dutch insurer seeks global commodities ideas via IPE Quest [updated]
Investment of at least €100m under consideration
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NewsDutch regulator warns of €97bn ‘water scarcity’ risk
Pension funds, insurers and banks hold hundreds of billions worth of equity exposed to ESG risks, according to DNB research
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Joseph Mariathasan: ESG investing – beyond virtue signalling
UK supermarket chain Iceland’s high-profile ban on palm oil may not be the best route to cleaning up supply chains
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Swiss pension fund seeks global commodities managers
Investor tendered out two mandates of CHF100m-150m each via IPE Quest
