Pensions in Spain and Portugal Report
In-depth reporting and analysis of the pensions sector in Spain and Portugal for our pension fund and asset management readers from IPE’s award-winning journalists.
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Country ReportSpanish country report 2024: Pension funds eye a new rate environment
Buoyed by strong returns, pension funds have been lengthening the duration in their fixed-income portfolios
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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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Country ReportSpain: Industry gives a partial thumbs up to pension proposals
Can Spain’s new workplace pension system work well without auto enrolment?
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Country ReportPortugal: Pension funds navigate uncertain times
Schemes are employing defensive measures to protect against portfolio risk
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Country ReportCountry Report – Pensions in Spain & Portugal (November 2022)
In Spain, the pension sector is giving a cautious thumbs up to workplace pension reform plans, even if they fall short of the industry’s wish list. Top of that list was mandatory auto-enrolment, which won’t now happen. But the planned national so-called Macro-fondo ‘super fund’ has met with general approval. It will be managed by the private sector but supervised by a control committee comprising government, employer and union representatives.
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Country ReportPension reform: Second pillar in limbo
Spain pushes ahead with pension reform but there is little indication of the likely shape or timing of the second pillar
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Country ReportAsset allocation: Homework pays off
Spanish pension funds are reaping the benefits of portfolio diversification and sustainability investing
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Country ReportCountry Report – Pensions in Spain (November 2021)
Spain is moving ahead with pension reforms but there is little indication about the future shape of the second pillar. Our report also assesses Spanish pension investment strategies
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Country ReportSpain: COVID triggers reviews
Nothing could have prepared Spain for the turmoil of 2020
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Country ReportSpain: The tide turns
Investors hope that this month’s general election brings much needed stability to a faltering economy
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Country ReportPortugal: In search of higher yield
Asset allocation strategies remain largely unchanged and the search for yield broadens out
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Country ReportGulbenkian Foundation: Green credentials
The Calouste Gulbenkian Foundation is realigning its portfolio to meet green requirements
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Country Report
Portugal: The success story
Portugal is an example of how a bailout can turn around a nation’s finances. Sovereign debt has returned to investment grade and is popular again with domestic pension funds
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Country ReportSpain: Unintended outcomes
Spain has experienced recent constitutional turmoil, yet it is the politics of Italy that is troubling pension funds. How will this affect asset allocation?
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Country Report
Portugal: The Italian play
Portuguese pension funds are continuing to invest in Italian debt despite the fears for Italy’s banking sector
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Country ReportSpain: A new age of discovery
Spanish pension funds are breaking with traditionally conservative investment practices as they strive to achieve positive returns in the low-interest-rate environment
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Country ReportSpain: Focus on safety first
Pension funds are reducing their risk levels in response to uncertainties generated by Spain’s failure to form a government, Brexit and Italy’s banking crisis
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Country Report
Portugal: An eye on European clouds
Against a backdrop of a steadily recovering domestic economy, private pension funds in Portugal have maintained stable asset allocations over the past year
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Country ReportPensions Caixa 30: Risk-reduction exercise
Gail Moss finds out what Spain’s biggest corporate pension scheme has been doing to reduce risk in its investment portfolio
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Country ReportPensions in Spain: Hit by uncertainty
Uncertainty over Greece is only one of several factors that have influenced trends in asset allocation over the past year
