Fixed Income – Page 8
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FeaturesIs the US economy finally heading for a soft landing?
Having come to terms with the higher-for-longer mantra, markets are grappling with ‘higher-for-even-longer’, as US economic resilience continues to challenge expectations of weakness while reducing the prospects for earlier interest rate cuts from the Federal Reserve.
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Special ReportProspects special report 2024: CIOs on what awaits investors
Asset management CIOs and strategists answer key questions about investment for the 12 months and beyond
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FeaturesIPE Quest Expectations Indicator - December 2023
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
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AnalysisReform of the AT1 bond market
UBS starts selling AT1 bonds for the first time since Credit Suisse takeover
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NewsPublica tenders €2bn in corporate bonds mandates via IPE Quest
Tender is for two passive or enhanced passive corporate bond mandates – one for European and the other for US bonds
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FeaturesFixed income, rates & currency: interest rates the big question
In August, when Fitch Ratings downgraded US debt from AAA to AA+, it cited an “erosion of governance” as one of the key reasons for its decision. September’s US government shutdown chaos will probably not have improved perceptions of US lawmakers’ proficiency to govern.
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Country ReportSpanish pensions report 2023: funds ride a wave of uncertainty
Diversification remains a key tool in pension fund portfolios
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FeaturesIPE Quest Expectations Indicator - November 2023
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
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Country ReportSwiss pensions: difficult 2022, partial recovery in 2023
The Complementa Risk Check-up is conducted annually and provides insights into the Swiss pension fund market. Andreas Rothacher and Ueli Sutter share some of the highlights of their findings
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NewsInarcassa’s new strategy sees cuts to equity in favour of bonds, infrastructure
Assets under management for first-pillar pension schemes, according to pension regulator Covip
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NewsFondo Pegaso issues tenders for bonds, multi-asset mandates
The scheme plans to select three managers for an active bond aggregate strategy and one manager for two semi-active multi-asset type briefs
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NewsATP tries to shift focus from investment losses to bonus capacity
Danish pensions giant says rising ability to increase pensions is a better measure of its financial health
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NewsNBIM’s active management limits SWF’s portfolio-wide Q3 loss
Value of Norwegian GPFG falls back on negative investment returns and falling krone
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NewsEnergy company set to pay ‘largest ever step-up’ on sustainability-linked bonds
Think tank predicts that Italy’s Enel will miss its targets because of government policy
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NewsAllianz Leben plans selective move on private markets
The firm will increasingly look to opportunities in corporate and government bond investments
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NewsFrance’s ERAFP chooses credit managers for €8bn in new mandates
Amundi, Ostrum and HSBC bag active mandates
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NewsAustrian VBV increases fixed income exposure
The group’s Pensionskasse and Vorsorgekasse will also expand private markets investments
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NewsESMA study fails to find a systematic greenium for sustainable bonds
EU supervisory body researchers say willingness to accept lower returns for ESG is limited
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NewsSwedish funds agency to announce winners of first tender end Q1 2024
As the 5 October deadline passes, new premium pension procurement body starts evaluating tenders
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NewsKPN pension fund to invest up to €700m in private debt
The €10bn pension fund considers the asset class a vehicle for impact investing
