United States – Page 2
-
Opinion PiecesViewpoint: What if Trump wins?
International pensions expert Peter Kraneveld outlines a dark scenario
-
Opinion PiecesEndowment funds stick with alternatives despite headwinds
Disappointing returns in the last fiscal year may force US university endowments to rethink their investment strategies, but could this include moving away from the so-called Yale model that focuses on alternative investments?
-
FeaturesSoft landing likely again for US economy
It has been more than a year since the attacks by Hamas in Israel and tensions in the Middle East remain high, with a rising impact on financial market sentiment.
-
FeaturesIPE Quest Expectations Indicator - November 2024
Donald Trump has profited from climate change, which he believes unimportant, as this year’s hurricane season has so far seen more storms over a wider area.
-
NewsAP7 joins call for US states to cut oil/gas sector methane emissions
Swedish national pension fund said reducing methane leaks from oil and gas industry is ‘one of cheapest ways to reduce GHG emissions quickly’
-
FeaturesUS high yield bonds punch out of a corner
US high yield has come a long way from its murky beginnings with the very high yielding bonds of so called ‘fallen angels’, and Drexel Burnham Lambert’s Michael Milken offering bonds newly issued by corporates with sub-investment grade ratings for the first time in the 1980s, properly introducing the world to high yield bond investing.
-
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.
-
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.
-
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.
-
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.
-
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
-
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
-
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.
-
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.
-
Asset Class ReportsInvestors look to smaller companies
Following the rout of the Magnificent Seven, small and mid-caps stepped into the breach
-
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.
-
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’
-
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.
-
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.
-
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
