Government Bonds – Page 11
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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
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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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
Delta Lloyd scheme cuts gov bonds, shifts to credit in search of yield
Allocation to each asset class raised from 15% to 25% of matching portfolio
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News
Joseph Mariathasan: Greece – is there hope?
With the troubled country returning to bond markets, there may finally be reasons to be cheerful in south-east Europe
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NewsIndex-linked gilts help Church Pensions Board to record returns
Church of England’s retirement funds overhauled approach to government bond investment
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News
Managers signal warning over European markets
ECB mistake could trigger selloff, managers say, while euro-zone equities seen as crowded trade
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News
Joseph Mariathasan: Argentina’s 100-year bond
Are backers of the South American country’s ultra-long-term government debt being wise or foolish?
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NewsDACH roundup: Austrian energy company sells pension fund
Even fewer company-operated Pensionskassen remain in Austria
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Special Report
Securities lending: Why bond lending is surging
Bonds have become more lucrative and important in securities lending
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News
Time to start thinking about interest rate rises: Aegon
Expected increase will cause ‘considerable damage’ to portfolios of euro-denominated government bonds
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News
ESG roundup: Industry green bond standards updated
Plus: Japan’s GPIF writes to asset managers in follow-up to revised Stewardship Code
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NewsSwiss pension fund tenders $150m EMD mandate via IPE Quest
Blended strategy for investing in sovereign bonds sought
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NewsUK election: Rising interest rates could help cut DB liabilities
Public spending boosts aimed at wooing voters could end up helping underfunded pension schemes
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Asset Class Reports
Gilts still retain some lustre
Even when offering negative real returns, Gilts are generating interest as a risk-free asset
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Asset Class Reports
US Treasuries: Dampener on Trump’s promises
The Trump administration seems to be moving away from the president’s radical campaign rhetoric
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Asset Class Reports
Government bonds: Euro-zone risks remain
Economic growth prospects in the euro-zone look brighter but political uncertainties are a cause for concern
