Fixed Income – Page 35
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News
Netherlands roundup: Oil scheme weighs joining PGB
Also: Pension funds increase ‘safe haven’ allocations; government delays pension age rise
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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
NBIM chief warns of volatile stocks as oil fund boosts equities
Norway’s giant SWF posts 3.2% return in third quarter
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News
Swiss pension fund portfolios ‘4°C off Paris climate agreement’
Survey identifies international diversification and lack of investments in renewable energies as key factors
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NewsAP1 awards $400m global high-yield mandate to Hermes
Swedish pension fund cites Hermes’ approach to ESG risk pricing
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News
Swiss economist warns pension funds of overdiversification
Peter Meier says smaller pension funds need to focus on one strategy
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News
Asset management roundup: BMO restructures LDI pooled funds
Also: BNY Mellon to roll out corporate bond trading initiative
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News
World Bank and $1.4trn GPIF to push sustainability via bond markets
UN Sustainable Development Goals provide backdrop to new partnership
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News
PKA invests DKK250m in Latin America, Africa micro-loans
CEO Damgaard Jensen says investment combines several of PKA’s key goals
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News
LPP pools £1.3bn credit assets for London and Lancashire schemes
Fourth pooled fund follows launch of infrastructure, private equity and global listed equity funds
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News
Asset owners seek to bring factor investing in-house: survey
Risk and return concerns ranked above costs when allocating to factor-based strategies
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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
BT plans indexation cut to reduce £9bn deficit
UK telecoms giant seeking clarity from courts as it attempts to address funding shortfall
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News
Funded pensions must prop up first pillar as wages stagnate: Rürup
German pensions expert warns against either/or approach to pay-as-you-go and funded systems
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News
DNB: 'Well-informed herd behaviour stabilises bond markets'
Investors just imitating each other’s investment decisions still has a distorting effect on the markets
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News
Dutch schemes failing on mortgage investment policies
Allocations to residential mortgages have grown substantially but schemes have not formed cohesive strategies
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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
Pensioenfonds VNU shakes up fixed income allocation
Scheme halves stake in government bonds in favour of mortgages, asset-backed securities and other fixed income assets
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News
Mandate roundup: Channel Islands, Border to Coast, IPE Discovery
European insurer puts out feelers via IPE Quest’s Discovery service
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News
Austria eyes second-pillar pension reform after election
Support builds for auto-enrolment and collective bargaining agreements similar to recent German reforms
