Fixed Income – Page 19
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FeaturesFixed income, rates, currencies: Market signals cloud the picture
From preliminary data, Europe’s second-quarter growth appears to have been surprisingly strong, seemingly led by services, such as strong retail sales. Supply-side problems are still constraining the goods sector generally, hitting the German economy especially, with industrial production falling more than one percentage point over the second quarter.
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Asset managers shrug off Chinese market sell-off, Cerulli says
‘Investors are set to favour Asian fixed income because it currently offers better yields than bonds in developed markets’
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Brunel PP launches £2.1bn corporate bond fund
The pool received 26 tenders, ultimately choosing five potential managers for further due diligence
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Institutional investors planning more indexing in fixed income – survey
Fixed income indexing ‘may be approaching an inflection point’, says SSGA
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NewsItaly roundup: Alifond awards mandates for ‘bilanciato’ sub-fund
Plus: Priamo picks Link Institutional Advisory as financial adviser
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Alecta says its work on fixed income and alternatives helped lift H1 return
DB product returns 7.7% in January-June; DC produces 12.4%, Swedish pension fund reports
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Industriens makes 25% on private equity in H1, as US venture funds shine
Danish labour-market pension fund produces 8.2% return on portfolio overall in January-June 2021
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NewsDanish pension CIOs positive on markets after 11-13% H1 top returns
PFA CIO positive about H2 market prospects, Danica CIO “moderately positive”
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Alecta plans focused talks with 20 portfolios firms on net-zero goals
Swedish pensions heavyweight publishes its 2025 interim climate goals
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Research: Stewardship is key to the ‘S’ pillar
Simon Klein and Amin Rajan show the reliance of social-related passive funds on equities
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FeaturesFixed Income, Rates, Currencies: Trickier than usual
Amongst the myriad of investment conundrums facing investors, one of the more pressing today is whether – or not – the US economy will overheat. Though the Federal Reserve has done a good job assuring the markets that while (US) inflation data may indeed print higher than “target”, Chair Jerome Powell will be “looking through” any rises. They have argued that these should be temporary and a dovish outlook will remain.
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Migros Pensionskasse adds EM bonds to strategic asset allocation
Migros’ asset management goals include a reduction of CO2 intensity of its equity and corporate bonds portfolios by 2% per year
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NewsNOW: Pensions’ strategy to invest 50% in sustainable bonds, equities
Committed to reach net zero by 2050, with an interim target of 2030
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USS hires from BlackRock for new ABS head role
Oram will be tasked with building a new team focussed on sourcing, valuing and executing structured credit opportunities in the public markets
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Danske saw ‘high investor interest’ for Alecta-bought social bond
Could take time for institutions to find right place in mandate for this type of impact investment, says Hökfelt
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Alecta invests $100m in part state agency-guaranteed EM social bond
Swedish pension fund giant achieves the scale it desires through placement
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Danish pension funds invest more in unlisted equities than listed
Central bank analyses sector’s average allocations in three years up to 2021
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KLP moves ahead with project to invest in green maritime financing
Norwegian pension fund has just approved the project to identify possible PPPs
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FeaturesFixed income, rates, currencies: Still missing the target
Most would agree that one data release from an important but volatile dataset – employment figures – should be read with caveats. However, the scale of the forecasting ‘miss’ for April’s US job numbers was hard to dismiss as just noise.
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C-alm tenders mandate on behalf of Swiss scheme
Plus: Belgian scheme launches pre-RFI for private debt and private equity
