Investment Strategies – Page 2
-
NewsMajority of DB schemes expect to approach an insurer about de-risking within five years
86% of trustees anticipate their scheme approaching an insurer for a Bulk Purchase Annuity (BPA) transaction within next five years
-
FeaturesFX in waiting mode after lively 2022
After a long period of muted volatility, currency markets sprang back into action in 2022 as geopolitical risk and diverging monetary policy came to the fore. This year it is quieter, but markets remain rattled over the unpredictable interest rate scenarios. As a result, many market participants are waiting for a sharper picture to emerge.
-
NewsIlmarinen anchors new Amundi climate-focused Europe ETF with €580m
Finnish pensions major edges closer to having all its passive equities tracking MSCI’s Climate Action indices
-
NewsSwiss pension funds set to change SAA to reach bond investment targets
According to Swisscanto, 17% of pension funds surveyed adjusted their strategic asset allocation, and 35% changed allocations tactically.
-
NewsCompenswiss tenders mandate for core+ investments in North American real estate
The scheme plans to diversify its real estate exposure
-
Asset Class ReportsPortfolio strategy – Equities
Our report shines a light on investors’ thought processes when it comes to choosing active, passive or a combination of the two. We surveyed CIOs and senior portfolio managers to get an insight into how they construct their equity portfolios. Our report also features an investigation into the fall in listings on the UK equity market, at a time when listing domicile is increasingly consequential aspect of portfolio construction.
-
InterviewsVontobel: Builders in a changing landscape
Christel Rendu de Lint, a veteran of Swiss asset and wealth management, sees herself as a builder. This claim has justification given her track record at UBP, where she built a fixed-income capability from scratch to CHF20bn (€20.5bn) over 12 years.
-
Special ReportOutlook – Europe and the world: CIOs focus on bonds and quality stocks
With the prospect of weaker growth, volatility and higher inflation and rates, strategists argue for more selectivity in investments
-
NewsKENFO plans to invest over €5bn in alternatives to reach allocation target
The fund has 6% of its total assets invested in alternatives, but plans to build up its illiquids portfolio over the years
-
NewsIIGCC launches net zero guidance for private equity
Guidance is intended to support any private equity investors who are active in buyout, growth, and associated strategies
-
NewsComPlan to look at UN SDGs in private equity, debt investments
The scheme included physical and transitional climate risks in an ALM analysis for the first time last year
-
Asset Class ReportsPortfolio strategy – Fixed income
Last year ushered in a new era for global fixed income and credit markets. It was the worst, in terms of returns, for bond investors in years, but it signalled a regime change. Investors need to be prepared for structurally higher inflation and rates, as well as higher volatility. But for fixed income managers, this is an environment where value is easier to find. Our report looks at this new beginning for fixed income investors, and at how selectivity has become key in the high yield and loan markets.
-
FeaturesResearch: Thematic investing is set to attract fresh capital
In the second article on the new Amundi-Create Research survey, Vincent Mortier and Amin Rajan highlight pension plans’ interest in thematic investing
-
NewsSwiss pension fund association lays out ESG reporting standards
Pensionskassen would publilsh qualitative statements on the goals and principles of their sustainability strategies
-
Special ReportProspects 2023: The inflation conundrum facing investors
Institutional investors would do well to include commodities and trend strategies to mitigate inflationary pressures
-
Opinion PiecesGuest viewpoint: Diversification and dislocation in a place called dystopia
What happened to my free lunch? They told me that diversification was there for the taking, yet there has been no zig to my zag. They promised me downside protection, but all I see is red. They said liquidity was a benefit, but never mentioned the bid/ask spread. Welcome to dystopia in the era of dislocation.
-
News
German sustainable finance committee sets priorities for legislative period
Committee lists reporting, financing the economic transformation, and start-ups among its priorities
-
News
Sampension pushes on with inflation-linked bonds, real assets build up
Danish pension fund uses perceived mispricing, systematic rebalancing tactics to add extra returns
-
Special ReportFour challenges for asset managers
Leading figures respond to key questions on ● Investment strategy ● ESG
-
News
Pension Protection Fund sets strategic priorities for next three years
The fund is currently conducting a planned review of its funding strategy
