United States – Page 10
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Opinion PiecesLetter from US: Gold investment returns to favour
“Negative real interest rates and unconventional monetary policies have been the catalyst of the new-found interest in gold,” says Jim McKee, a gold expert at Callan’s alternatives consulting group.
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News
Alphabet sexual harassment settlement ‘great’, says lead plaintiff AP7
Swedish pension fund led one of several successful lawsuits against the California tech giant, Google’s parent company
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Opinion PiecesMind the reality gap
The past few months have brought huge discrepancies between the financial markets and the economy.
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Opinion PiecesLetter from US: All eyes on CalPERS as CIO quits
The $405bn (€342bn) California Public Employee’ Retirement System (CalPERS) is the bellwether of US public pension funds.
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News
Norway’s SWF to shift €44bn equities across the Atlantic
After delay, government gives firm direction to Government Pension Fund with annual white paper
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Opinion PiecesLetter from US: Diversity in asset management rises
“It is a part of your fiduciary duty to invest the fund’s assets in a prudent manner. Investing with diverse asset managers that demonstrate outperformance and deliver strong returns is more than prudent, it is wise.”
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News
LD Pensions picks Acadian for first active quant mandate
Early holiday allowance payouts makes eventual allocation more uncertain, says equities chief
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Opinion PiecesLetter from US: Politics forcing divestment
American pension funds have become embroiled in the cold war between the US and China and diversification strategies may be affected by the new scrutiny of investments in Chinese companies.
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Opinion PiecesLetter from US: Investors and savers hold steady in the face of the pandemic
During the first months of the COVID-19 pandemic, many investors stayed the course and did not make drastic changes to their asset allocations or to their saving rates. That is according to the first quarter 2020 retirement analysis by Fidelity Investments of more than 30m 401(k), Individual Retirement Account (IRA) and 403(b) retirement accounts in the US. Data updated to 17 April confirm the trends.
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AnalysisPerspective: Funds embrace diversity
Some US pension funds have been leaders in diversity and inclusion. Are others catching up?
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Asset Class ReportsPortfolio strategy – The history of crises in US equities
The current US equity crisis conjures up shades of previous crashes
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Opinion PiecesLetter from US: Short-term relief, long-term pain
The COVID-19 pandemic is having an immediate and transparent impact on American defined contribution plans. But it also has implications for defined benefit plans in the long run
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News
PFA pumps $500m into US residential assets
Danish pensions heavyweight buys 49% stake in “high-growth markets” $1.05bn portfolio
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News
PKA and PenSam invest €228m in US solar plants
Danish pensions CEO says sticking to strategy on boosting green assets, despite tough markets
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News
Danish pension funds draw back from US for-profit prisons
PKA and Lærernes Pension divest, while Velliv chooses engagement
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Opinion PiecesLetter from the US: Lower rates, deeper holes
Something unprecendented happened in the US in the first weeks of January when the Milliman 100 PFI discount rate fell 35bps to a 20-year low of 2.85% “It was a very poor month for defined benefit (DB) plans, not a good start of the year and it dug an even deeper hole in their financial situation,” points out Zorast Wadia, principal, consulting actuary at Milliman. He is also author of the Milliman 100 pension funding index (PFI), an annual study of the 100 largest DB pension plans sponsored by US public companies.
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FeaturesDollar/sterling: The road ahead for cable
The twisting path of the dollar/sterling relationship over 2020 will provide ongoing theatre, punctuated by moments of intensity
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FeaturesAhead of the Curve: The trade war and Asia
The rivalry between the US and China looks set to dominate Asian affairs in the future and cannot be ignored by responsible investors. The escalation of tensions at the start of Donald Trump’s presidency led to an increase in trade barriers and impacted growth; now a temporary truce has been agreed but uncertainty remains, as do tariffs on Chinese exports to the US. The new bilateral agreement is a positive step, but investors should take a long-term view; the economic and strategic rivalry looks set to continue and some sectors are better placed than others to adapt to this landscape.
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News
Federated Investors, Hermes combine to become Federated Hermes
Corporate identity about ‘commitment to RI to achieve financial outperformance’
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Opinion PiecesLetter From US: New Secure Act – a step in the right direction
New rules encourage employers to offer annuities in 401(k)-type retirement plans
