United States – Page 3
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InterviewsSEI Investments seeks new partnership approach
SEI Investments, the Pennsylvania-based technology and investment firm, was a vocal advocate for independent fiduciary management in the UK pension industry.
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FeaturesFixed income, rates, currencies: All eyes are on US elections
With so many important elections taking place this year, politics were likely to have an outsized influence on financial markets.
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Opinion PiecesSocial Security – the one thing Harris and Trump agree on
On one thing US presidential candidates Kamala Harris and Donald Trump agree: their new administration will not cut the Social Security benefits that are paid as pensions by the US Treasury’s retirement programme.
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FeaturesIPE Quest Expectations Indicator - October 2024
In generic US polls, Democrats beat Republicans, with a small but increasing margin, signalling an opportunity for reforms if Kamala Harris wins and a continuation of a divided and blocked Congress if Donald Trump wins.
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NewsPensionDanmark invests in quantum computing startup Atom
Labour-market pension fund backs Atom Computing with DKK70m after California-based tech firm pledges to set up European HQ in Denmark
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NewsNorwegian SWF dumps €705m General Dynamics stock in new blacklisting
NBIM announces €1bn of exclusions from its investment universe, in latest batch of companies falling foul of the GPFG’s ethical guidelines
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FeaturesFears grow of US slowdown
US president Joe Biden’s decision to step aside was much murmured about following his disastrous performance in a debate with Donald Trump, but it was still a surprise when he announced his decision. However, market reactions were relatively muted, despite shaking pollsters’ predictions on who might now win the election.
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Opinion PiecesUS court scraps SEC private equity transparency rule
The US appeals court’s decision, last June, to throw out a Securities and Exchange Commission (SEC) rule intended to give investors more transparency into private funds has sparked a heated debate.
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Asset Class ReportsInvestors look to smaller companies
Following the rout of the Magnificent Seven, small and mid-caps stepped into the breach
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FeaturesIPE Quest Expectations Indicator - September 2024
Kamala Harris’ candidacy has turned the political mood in the US. The two candidates are very close together in the polls but while Trump’s score is stable – except for a worsening favourability – Harris’ statistics all show a positive trend.
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NewsATP and PFA draw IPO lessons as they settle OW Bunker case
Danish pensions heavyweights among €86.5m group settlement; ATP says cost of continuing through courts ‘would run into millions’
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Opinion PiecesThe US perspective on a mixed proxy season
Opinion is divided on whether opposition to environmental and social considerations are increasing following the 2024 annual general meeting season in the US.
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FeaturesIPE Quest Expectations Indicator - August 2024
Joe Biden’s weakness was a lucky stroke for Donald Trump, who has shown similar symptoms for years. It remains to be seen what effect Kamala Harris has on the polls. Trump and his chosen VP are both proponents of weakening the USD.
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NewsDenmark’s IPD slams EU red tape as pensions money picks US over EU
Allocations to US equities now three times the size of EU ex Denmark weightings for Danish pension funds
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Asset Class ReportsMagnificent seven stocks suck up capital from other sectors
Concentration of US equity markets around a handful of names remains an intractable issue
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Opinion PiecesHow AI is making inroads in America's retirement industry
Artificial intelligence (AI) is starting to gain traction in the retirement industry, even if it is still early days.
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FeaturesMarket predicts US soft landing - June 2024
A combination of Federal Reserve chair Jerome Powell’s press conference and a slightly weaker-than-expected US April non-farm payrolls outcome succeeded in flipping the market back to a soft-landing narrative for the US economy. US Treasury bonds rallied sharply, taking other markets with them, while the yen weakened significantly against the dollar before recovering.
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FeaturesIPE Quest Expectations Indicator - June 2024
Trump and Biden are both losing to undecided voters, a group that is now unusually large and may be sensitive to Trump’s legal troubles. Biden’s approval rate is below his score in presidential polls, while Trump’s score is the same in presidential polls and those measuring voters’ opinion of him. In the UK, the Conservatives took another drubbing in the local elections.
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FeaturesT+1 settlement rules pose challenges for fund managers
A global move to compress settlement cycles – that is, the time between when a transaction is agreed and executed and when the transaction is completed and the securities and cash are exchanged – is underway. While the aim is to deliver lowered risk and cost savings, investors and market participants face challenges due to the increasingly interconnected nature of financial markets.
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NewsSwedish pension funds push Tesla AGM to adopt workers’ rights
AMF to back AGM proposal filed by Folksam and others, and takes aim at Apple’s worker rights behaviour too
