Asset Manager NewsNozomi Energy completes largest acquisition to date consisting of 12 solar projects with a 312MW capacity
Nozomi Energy, a Japan-focused renewables platform established by global sustainable infrastructure investor Actis, has announced its acquisition of a major portfolio of 12 operational solar projects together with a Japanese co-investor, totalling 312MW.
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NewsP+ taken to task by Danish FSA over private equity risk measurement
Financial watchdog criticises pension fund for failing to document appropriateness of data source behind model to estimate PE risk premium
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NewsATP disappointed as Better Energy restructures
Citing ‘perfect storm of negative market conditions’, Danish renewable energy firm enters restructuring to rebuild capital base and stabilise the business
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AnalysisWhat you need to know about the Dutch DC pension reform
January sees the first three pension funds transfer to a new DC-based accrual system in the Netherlands; others will follow over the next three years
White papersEasier financial conditions lift expectations of a recovery in commercial real estate
The outlook for the commercial real estate market has improved in 2024. Economic growth ticked up in early 2024 and although projections have been adjusted downwards during the second half of the year, the faster than expected reduction in inflation has had a positive effect on investor interest. Global central banks began to unwind their monetary policy tightening, beginning with the ECB in June, the Bank of England in August, and the US Federal Reserve in September.
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NewsBumper month for EU sustainability policy ends with Transition Benchmark proposal
Platform on Sustainable Finance proposes two new Investing for Transition Benchmarks
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NewsPIC completes first transaction under streamlined service Mosaic
The buy-in deal for the General Council of the Bar Pension and Life Assurance Fund is worth £20m and covers its 103 members
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NewsSwiss pension funds association updates ESG reporting standards
ASIP updates standards to strengthen qualitative reporting, especially for stewardship
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Opinion PiecesViewpoint: Trump’s SEC pick points to reduced proxy power for shareholders
With Paul Aktins as chair, the US regulator can be expected to roll back policies supporting ESG goals, according to lawyers at Labaton Keller Sucharow LLP
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FeaturesAsset allocation: hard to pick short-term winners
IPE’s latest manager expectations survey finds high net sentiment across most main asset classes as allocators weigh the Trump trade
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AnalysisIPE DACH Briefing: Germany mulls over increasing security/defence spending
Plus: Bundesrat recommends reviewing second pillar pension system; Swiss Federal Supreme Court rejects complaints on pension reform
- Strategies
Residential
CHC continues to see opportunity within the multifamily space due to a shortage in affordable housing and elevated home mortgage rates. The sector has faced recent headwinds in part due to increased deliveries. Compared to the 20-year average of 504,000 units under construction, 2023 represented a peak year for deliveries with 590,000 units and 2024 deliveries are estimated at 575,000. However, due to high construction and financing costs, new starts activity has declined and only 346,000 units are expected to be delivered in 2025. Furthermore, the disparity between homeownership and rental costs has reached $1,114, representing a 26.7% year-over-year increase and another demand driver for the sector.
White papersPositive on Equities, Cautious on the S&P 500
Why we think 2025 could bring a long-awaited reward for the discipline of diversification.
PodcastSolving for 2025
Looking for insights on the key themes poised to shape the financial markets in the coming year? Hear from Anu Rajakumar, Erik Knutzen, Co-Chief Investment Officer of Multi-Asset, and Shannon Saccocia, Chief Investment Officer of Private Wealth, as they discuss pivotal macroeconomic and capital markets observations from our annual outlook, “Solving for 2025”, where they evaluate the forces that may shape portfolios in the coming year.
White papersUS Small Cap. Setting the Stage for 2025
U.S. small-cap indices have pulled ahead of large-cap indices over the past three to six months, and through the first half of 2025, we anticipate further catch-up in both stock prices and, for higher-quality small caps, earnings growth. We believe government spending, tax cuts, trade realignments, deregulation and conducive industrial policies will boost US smaller businesses.
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NewsNorway SWF urges CII to go further combatting ‘stealth dual-class structures’
NBIM gives views to Council of Institutional Investors on proposed policy changes on unequal voting structures
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NewsAmundi builds on multi-layer private markets strategy for DACH region
The next steps in Amundi’s private markets strategy in Germany are to promote ‘healthy growth’ among institutional investors and double AUM to €5bn in the next 3 years
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NewsAirways Pension Scheme completes £340m longevity swap
The deal is an insurance arrangement between scheme trustees and Zurich UK, and a back-to-back reinsurance arrangement between Zurich UK and MetLife
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NewsGerman parties relaunch pensions policies as election campaign starts
The Union plans to introduce mandatory pension schemes for the self-employed, while SPD will continue to support stable pensions at 48% of an early retirement for people with 45 years of contributions
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NewsPeople moves: London Pensions Fund Authority names new CEO
Plus: Former CIO of WYPF joins British Business Bank; People’s Partnership name customer engagement director
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