All Inflation articles – Page 3
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Asset Class ReportsDebt investors face European uncertainty
High interest rates and inflation are the biggest concerns as recession looms
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NewsCurrent inflation turns pensions indexation thinking on its head, says OECD
International economics body says may be OK in exceptional times for higher-income pensioners to have less of an uprating than poorer individuals
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NewsPension funds to chart volatile waters amid high interest rates, inflation, says EIOPA
Insurers and pension funds have to digest substantial losses on their existing fixed income investments
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NewsGerman actuaries propose maximum interest rate increase on pension products
The increase, of 1% from 2025 from 0.25% currently, is the fist increase in three decades
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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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Opinion PiecesInvestors should focus on debt sustainability
The good news for institutional investors as 2024 approaches is that central banks seem to have accomplished something remarkable. Inflation is falling in the US and Europe after rising to levels not seen for decades, thanks to what have been among the fastest and sharpest rate hikes. Economic growth has held up, at least in the US. Many economists expect a soft landing there, and a mild recession in Europe.
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InterviewsPension funds ride out the macro uncertainty
European institutions reflect on their priorities for 2024, as the fundamental questions about inflation and the impact of higher interest rates remain unanswered
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NewsDutch pension funds allowed to index pensions above inflation
Funds will be allowed to provide more indexation than the actual rate of inflation this year, if they did not give full indexation last year
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NewsInflation hits occupational pensions in Germany, says Deloitte
Inflation is having a bigger impact on employees than the COVID-19 pandemic and the war in Ukraine
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NewsSampension sticks to cautious equity tactics, with central banks in a bind
Danish labour-market pensions firm regrets early roll-back of equities exposure
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NewsItaly’s managers union starts legal action against INPS and government
CIDA has filed seven lawsuits for a law blocking full adjustment of pensions to inflation
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NewsPFA’s chief strategist sees market upturn despite mood-driven summer dip
Denmark’s largest commercial pensions firm ‘glass half full’ on late 2023 market outlook, said Choi Danielsen
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FeaturesFixed income, rates & currency: Uncertainty persists
As the major central banks in developed markets reach, or at least near, the end of their hiking cycles, markets, rather than identifying when policy rates will peak, focus is now on the conundrum of just how long these policy peaks will be maintained.
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Special ReportSpain: New regulation introduces lifestyling
Government pushes through legislation package before elections last July
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NewsAlmenni makes 5% nominal H1 return, but inflation means zero real return
Icelandic pension fund says foreign equity prices rose between January and June, while domestic stock prices fell
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NewsSovereign investors reshape portfolios after year of negative returns
Sovereign investors are now more resolute than ever in their ambitions to fund the energy transition
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NewsPFA hails strong first-half returns after piling on US tech stocks
Denmark’s largest pension provider ‘relatively positive’ about second-half prospects
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Opinion PiecesViewpoint: UK defined contribution market
Many investors nearing retirement are unable or unwilling to take on the volatility associated with a more aggressive portfolio
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Special ReportOutlook – Europe and the world: CIOs focus on bonds and quality stocks
With the prospect of weaker growth, volatility and higher inflation and rates, strategists argue for more selectivity in investments
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Special ReportSpecial Report – Outlook: Europe and the world
Inflation may be losing momentum, thanks to vigorous central bank action, but with a recession on the horizon, it is hard to tell whether the next few months and years will see markets turn around and risk assets begin to perform again. For the time being, CIOs argue for selectivity in stock selection and generally agree that bonds have resumed their diversification role. The main article in our Outlook report features the views of influential CIOs and strategists on asset allocation for the next few years.
