All Inflation articles – Page 7
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Special ReportOutlook: Investors grapple with inflation and rising rates
The asset allocation options available to institutional investors in such uncertain times are few
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Special ReportOutlook: The search for safe havens
Are we heading for stagflation and how should institutional investors prepare?
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Special ReportSpecial Report – Outlook
It’s hardly news that inflation is high on asset owners’ minds right now. We asked eight seasoned asset allocators, CIOs and strategists the same question: how do you rate the chances of stagflation? And what to do about it?
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News
UK pension funds predict higher inflation for longer
A difficult road ahead, with recession on the horizon, economists predict
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NewsBoE warns of challenges from war in Ukraine
Depressed equities, costs from migration, supply chain disruption and high inflation are some of the issues with which pensions must grapple
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NewsSwiss Pensionskassen prepare to face rising interest rates, inflation
The war in Ukraine has caused a ‘significant setback’ for the performance of pension funds in the first months of the year, said Complementa’s CEO
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News
‘Potentially difficult decisions ahead for DB schemes if inflation stays high’
Most DB pension payment increases in UK are capped at 5%, lower than the current rate of inflation
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NewsPFA reports 4.3% Q1 loss despite help from inflation hedging, property
Danish pensions giant says rising interest rates hit average-rate segment return, but reduced liabilities
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News
Austrian Pensionskassen take return hit from Ukraine war in Q1
Last year’s performance was more positive: in 2021, Austrian Pensionskassen recorded returns of 7.62%, and Vorsorgekassen of 4%
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NewsPension funds turn to alternatives for inflation protection
84% of pension schemes at least moderately concerned inflation will erode ability to reach their investment objectives
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News
Take account of stagflation in ALM studies, say consultants
The likelihood of stagflation has risen, but still insufficient funding ratio prevent pension funds from taking appropriate action
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News
Solidarity buffer to absorb inflation shocks in new Dutch pension system
The exact rules that govern the additional measure still have to be worked out
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FeaturesUkraine & Russia: Asset allocation and investing in a time of war
It is a well-known fact that geopolitical events have no lasting impact on financial markets. However, Russian president Vladimir Putin’s decision to wage war on Ukraine has forced institutional investors to reassess their strategies. While stock market indices tend to recover fairly soon after the initial shock of a geopolitical event, the conflict between Russia and Ukraine has potentially wide-ranging consequences beyond a sudden spike in volatility.
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Opinion PiecesViewpoint: Inflation – becoming yesterday’s story
Although fears of an inflationary spiral may seem justified, a deeper analysis suggests otherwise
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News
Nordic pension funds expect ECB tightening as war adds to inflation
AP4 sees ECB hike to zero as likely this year; Veritas says central bank may have no other choice than to tighten
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NewsGermany roundup: Munich Re exits Russian market
Plus: Pension investors should prepare for high volatility and inflation, says Mercer
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Opinion PiecesViewpoint: As inflation psychology kicks in pension plans must act
Pascal Blanqué, chair of the Amundi Institute, says it’s a mistake to assume the inflation spike is merely a blip
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NewsInvestors battle with volatility, inflation while repositioning assets following sanctions
While inflationary pressures mount as the ECB plans to scale back quantitative easing, geopolitical risks remain very difficult to assess
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Country ReportCountry Report – Pensions in The Netherlands (March 2022)
The nominal treatment of liabilities in the Netherlands’ FTK pension regulatory framework means schemes don’t need to explicitly hedge inflation. But Dutch inflation came in at one of the highest rates in the euro-zone in January, and there has been strong criticism in the last decade about pension indexation cuts.
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FeaturesAccounting: DB sponsors at a crossroads
If a decade ago the talk was of defined-benefit (DB) scheme sponsors locked in an infernal struggle against the dizzying gravity of spiralling accounting deficits, thoughts now are turning to the end game.
