Investor Strategy – Page 66
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FeaturesIPE Expectations Indicator August 2016
The expectation survey for August was completed in a post-Brexit market environment in which uncertainty was high, but cooler heads ultimately prevailed. Initial reactions caused a rebound in USD strength and an equity market sell-off, which was ultimately short-lived. Nevertheless, disrupted markets will influence expectations and results from the survey reflect managers’ concerns towards riskier assets.
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Choose alternative assets carefully, study warns
PGIM research finds only few types of non-traditional assets worth backing
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EDHEC seeks to debunk Top 10 misconceptions of smart beta strategies
Smart beta does not generate alpha, says research institute in Top 10 mistaken claims list
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NewsPension fund for Dutch medical consultants returns 10% over H1
Scheme cites impact of falling interest rates on fixed income holdings
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Pension funds boost alternatives by 5% globally as shift speeds up
Persistent economic uncertainty seen reinforcing shift to asset class
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NewsLooming Brexit magnifies lower-for-longer outlook, fund managers say
Interest rates, bond yields likely to remain low for longer period of time
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Switzerland's Publica to make international real estate debut
Board of €37bn pension fund approves new strategy in early 2016
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Features
Asset Allocation: The big picture
While geopolitics and plain vanilla politics have been exerting huge influences on markets as we head towards summer, the macro news has continued to range from lacklustre to disappointingly poor
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Joseph Mariathasan: How to make European venture capital grow
For European VC to truly flourish, private sector funding must increase, argues Joseph Mariathasan
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Nordea Life & Pension CIO says Brexit could well be buying opportunity
Danish pensions unit says investments positioned for UK referendum
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Survey shows 'voracious' appetite for high-yield debt in EMEA region
But EMEA investors lag rest of world when it comes to alternative assets
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'Structural' low-interest-rate environment here to stay, says APG
New chief executive cites effects of ageing population, low productivity
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European pension funds unfazed by negative 10-year Bund yields
New low in interest rate markets largely expected by schemes
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APG: Dutch pension funds should follow Canadian schemes' example
CIO calls for greater allocations to infrastructure, private equity and direct property
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NewsDutch schemes should hold interest hedges in case of Brexit – Aegon
So-called Brexit referendum set for 23 June
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France's €16bn Préfon pension scheme targets greener investments
Voluntary pension scheme to limit fossil fuel investments, step up clean energy support
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Features
Asset Allocation: The big picture
As 2016 opened, the fate of emerging market assets was tied to fears of renminbi devaluation and the collapse in commodity prices. Now market focus has moved, and with a bounce in commodities it is Chinese economic news, as well as the ever-important Fed pronouncements, that determine mood.
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News
Switzerland's SBB uses yen, US dollar exposure to reduce risk
Pension fund’s investment strategist sees foreign exchange as separate asset class
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Swiss Pensionskassen returns for 2015 better than expected
Swisscanto survey shows 1.13% average return
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NewsComplementa: Swiss schemes increasing alternatives, FX hedging
Consultancy’s risk study shows success of more ‘expensive’ strategies
