Currency – Page 9
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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
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Special Report
Investor Strategy: Looking over the hedge
Currency strategy should move up the agenda as global policy divergence continues
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Special Report
Currency Management: Risk and reward
The dollar is in danger of losing its safe-haven status
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Special ReportEMIR: The costs of compliance
Asset managers have invested heavily in implementing EMIR
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Special Report
Swedish Krona: Benign prospects
Relatively high productivity growth means the long-term outlook for the krona is good
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FeaturesIPE Expectations Indicator November 2017
Just when some major themes seemed to be on pause, managers’ expectations crept into rarified territory, while in others themes in place since at least 2014 have gathered momentum. Whether valuation extremes are appropriate, managers believe they will continue.
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News
APG and PGGM building prototype of blockchain administration
Next step is to run entire administration of APG’s company scheme through blockchain
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FeaturesIPE Expectations Indicator October 2017
Despite rising geopolitical tensions, there was no corresponding rise in negative sentiment in the most recent survey period. That does not mean there were no changes in sentiment trends; only that shifts were mostly slight
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News
Strathclyde hedges currency risk after bumper return
Scotland’s biggest public sector pension fund also allocates £160m to direct investment portfolio
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FeaturesIPE Expectations Indicator September 2017
Investment managers’ expectations have been welcomingly accurate throughout the year. For example, positive sentiment toward European equities began to rise sharply near the end of 2016, followed by a roughly 20% rise in 2017. Additionally, expectations for dollar strength have been falling since January, and the dollar index (DXY) was down nearly 10% year-to-date through the recent survey period. What are managers’ views as we enter the second half of 2017?
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News
ING scheme's matching portfolio drives outperformance in 2016
ING Pensioenfonds returns 10.2%, outperforming benchmark by 2 percentage points
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NewsInsurer tenders €2bn currency overlay mandate via IPE Quest
Around €2bn of assets to be hedged to euros through passive strategy
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NewsIPE August 2017 Expectations Indicator: Managers shift on Japan
Sentiment changed to positive outlook on Japanese equities for first time in several months
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News
Savvy Brexit strategy helps Oxford endowment's 2016 return
University fund posts 16.4% investment return boosted by currency
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FeaturesIPE Expectations Indicator June 2017
When fewer than one in 10 respondents expects something to happen, it is hard to accept it could happen. There is an increased number of such instances in the most recent IPE Asset Manager Expectations poll.
