Currency – Page 8
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News
Dollar hedge boosts PFZW’s 2017 investment return
Healthcare scheme gains on equities and infrastructure but loses on fixed income, listed property
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News
Asset management roundup: ERAFP awards €2bn currency mandate
Also: JP Morgan and BlackRock partner for ESG indices; Amundi launches leveraged loan fund
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NewsOrtec Finance advocates factor-based approach to asset-liability management
Carry, value, momentum and low volatility factors can be implemented strategically as well as tactically, consultant argues
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Features
The Dollar: The greenback quandary
The US economy is growing, as are inflation expectations. The Federal Reserve’s response has been to embark on the most aggressive rate-tightening cycle in the developed world
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Features
Fixed income, rates, currencies: Trump fails to rattle markets
Geopolitics is certainly adding to the mix for increasing volatilities across markets, with trade news being at the top of minds
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NewsAP1 boosts investment in growth markets and slims dollar exposure
Swedish national pension fund reports beats peers with 9.7% annual return
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Special Report
The Dollar: A safe haven emerges
Expected dollar weakness could strengthen the case for emerging markets in the short and long term
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Features
Asset Allocation: What’s changed?
While there was general acknowledgement that this year would indeed bring more volatility to financial markets, the sharpness of February’s stock market moves was still surprising
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FeaturesIPE Expectations Indicator: March 2018
What does one expect to happen when positive sentiment declines across the board? What we know is that near universal sentiment movements do not happen often
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Features
Asset allocation: A still unusual business cycle
There is consensus that last year’s global growth trade will continue into 2018. However, with today’s high valuations, risk assets might reward less than in 2017
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FeaturesIPE Expectations Indicator: February 2018
Given the similarities between the February 2018 and February 2017 expectations surveys, it may be appropriate to wish everyone a ‘happy same year’
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News
Berlin pension fund backs ex-Berenberg bankers’ startup
€1.5bn scheme takes equity stake in currency overlay specialist 7orca as well as granting €300m mandate
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News
Joseph Mariathasan: Why crypto-currencies won't stay the course
Crypto-currencies best viewed like having a flutter on the national lottery
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FeaturesIPE Expectations Indicator: January 2018
It would be an understatement to say the shine has left the US equity market, given this month’s manager expectation submissions
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NewsMandate roundup: German fund in €1bn LDI search on IPE Quest
Plus: ERAFP tenders out €2bn currency hedging mandate
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News
IPE Conference: Blockchain ‘promising but still far off’
Legislation must be in place ahead of governance, say panellists
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Features
Fixed income, rates, currencies: Bullish trend surprises markets
Few predicted that so soon after the election of Donald Trump to the US presidency, the stock market would get back into its (post-financial crisis) bullish trend
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FeaturesIPE Expectations Indicator: December 2017
This survey has rarely found such consensus among asset managers as we see in this month’s survey. Virtually no manager expects euro-zone equities to fall or euro bond prices to rise
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News
TOBAM seeks to bring Bitcoin to institutional investors
French asset manager launches unregulated mutual fund for the ground-breaking cryptocurrency
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Special Report
Will the pound rebound?
The UK currency could recover from its recent poor performance
