Currency – Page 10
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News
Blockchain technology 'could transform pensions administration': KPMG
Technology behind digital currency Bitcoin could also help with concept of ‘financial passport’
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News
DC schemes urged to consider currency hedging
Sterling’s fall means trustees should now weigh strategic currency hedge, says Aon
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FeaturesIPE Expectations Indicator May 2017
A key metric for interpreting manager expectations is the difference between those expecting a rise and those expecting a fall. Having data to analyse, trends, trend shifts and historical highs and lows helps make things clearer. While there are many themes worth noting, there is only one universally negative point, which is historically low and in a strong downtrend.
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NewsBrexit: Currency hedging and global equities to the forefront
Volatility in sterling expected, but major asset allocation changes are not encouraged
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FeaturesIPE Expectations Indicator April 2017
The latest manager poll has two main themes: markets are weak and levels of sentiment are extreme.
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News
IFRS rejects call for guidance on foreign-currency discounting
Committee recommends use of judgement when discounting using thinly-covered bond markets
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NewsIceland’s pension funds free to invest abroad as restrictions lifted
Funds indicate they will pace themselves in building up international assets
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FeaturesIPE Expectations Indicator March 2017
When a shift in sentiment begins, the euphoria does not dull universally; rather, the centre remains lustrous, while the edges are the first to fade
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FeaturesIPE Expectations Indicator February 2017
With two full months of post-US election information to sift though, shifts in manager expectations have been as extreme as some reactions to, and rhetoric from, our newest world leader. Even more so than the prior month, the conviction that there will be movements in certain asset classes is surprisingly high.
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News
Time to review currency hedges given volatility, say consultants
Big movements in major currencies could be a chance to look again at hedges – but don’t try to time the market
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News
Pension funds’ liquidity problems are getting worse, says Northern Trust
Knowing how liquid portfolios might be at any given point is said to be critical for asset owners
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FeaturesIPE Expectations Indicator January 2017
What a difference a month makes. With the previous indicator poll taken days before the US election, this month’s results illustrate how managers have digested markets’ reactions to the outcome
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Features
Asset Allocation: The big picture
Bond yields have been rising, which is not that surprising given that sharp sell-offs in government markets have been reasonably frequent in the multi-year bull-run
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FeaturesIPE Expectations Indicator December 2016
With the US election over, the opportunity of interpreting expectations of managers just prior to it is interesting. There were some interesting changes in the most recent period, but by far the most intriguing was the shifting of expectations to stability in equity markets without significant changes elsewhere.
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NewsPFA returns nearly double on interest rate, currency hedging
Danish pension fund cites increased allocations to corporate bonds, real estate
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Special Report
EM rally greeted with caution
Emerging market currencies have been boosted recently by strong inflows from investors seeking higher returns. But Ayşe Ferliel Barounos finds not everyone expects the rebound to last
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Special Report
Yen and renminbi: The big yen and yuan story
Policies being pursued by Japan and China for different reasons are behind the rising yen and the falling renminbi that are having significant effects on financial markets
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Special Report
Special Report: Currency - Behind the strong dollar
Several factors have combined to boost the dollar’s performance, finds David Turner
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FeaturesIPE Expectations Indicator November 2016
Summer is over. Gone for the next nine months are the warm nights, and worry-free days…correction, only the warm nights have gone. The worry-free days did not exist this summer, and they still do not.
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Features
Ahead of the Curve: There’s gold in currency trading
Christopher Cruden makes the case for investing in gold by treating it as a major currency
