All On The Record articles – Page 2
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InterviewsPension funds on the record: Private debt is not all it’s cracked up to be
Investment in the asset class has grown exceptionally in recent years among pension funds, but to some investors the risk-return profile is not attractive enough
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Special ReportPension funds on the record: The benefits of a themed portfolio
European pension funds are increasingly organising portfolios according to ‘themes’. Here are two examples of thematic investing in equities
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InterviewsPension funds on the record: inspiring confidence in inflationary times
Rising inflation affects portfolio as much as morale, which is why many pension schemes are making extra efforts to advise their members
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FeaturesPension funds on the record: how they manage LDI
Pension funds reflect on the role of LDI in their portfolios and the risks associated with an unlikely, but not impossible, sudden rise in interest rates
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InterviewsOn the record: Emerging market debt
At a time of high volatility in interest rates, currencies and GDP, two seasoned investors in emerging market debt discuss their approaches
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InterviewsOn the record: bracing for uncertain times
Investors stay true to their diversification strategies in response to an increasingly complex inflation and global growth outlook. Alternatives are still seen as the best instrument to diversify risk
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InterviewsOn the record: Are asset managers serious about sustainability?
After a series of cases of alleged greenwashing by asset managers, institutional investors comment on whether the industry is truly committed to sustainable investing
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InterviewsPension funds on the record: Seeking protection in private markets
Unlisted assets are the safe haven for investors searching for safety in choppy markets
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InterviewsUkraine & Russia: War-proofing portfolios
Investors react to outbreak of hostilities and reflect on asset allocation in the months ahead
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InterviewsOn the record: Emerging markets
Despite the current volatility and geopolitical tensions, European pension funds continue to actively seek returns from emerging market investments.
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InterviewsOn the record: Hedging all bets
We asked three European pension funds about their hedge fund portfolios, as the volatile market environment provides opportunities for absolute-return managers
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InterviewsOn the record: Asset allocation
Three European pension funds discuss their outlook for 2021 and beyond, amid the uncertainty caused by inflation and a new strain of the coronavirus
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InterviewsOn the record: Social issues
Three European pension funds discuss their increasing focus on social factors within their ESG-driven investment strategies
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InterviewsOn the record: Private markets
Three European pension funds discuss their views and strategies with regard to asset management fees, particularly in private markets
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InterviewsOn the record: Aiming for carbon neutrality
Two Nordic pension funds discuss their ambitious climate transition strategies
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InterviewsOn the record: Unlisted priorities
Two pension funds discuss how their strategies for non-listed investments are evolving
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InterviewsOn the record: Stewardship in action
IPE asked three pension funds about their stewardship strategies and agendas ahead of the 2021 AGM season
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InterviewsOn the record: The inflation question
IPE asked three pension funds about their outlook for inflation and how they would seek to adapt their fixed-income strategies to a new rates environment
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InterviewsOn the record: Value makes a comeback
IPE asked two European institutional investors what biases are built in their equity portfolios, as value equities show signs of new-found strength
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InterviewsOn the Record: Securities lending
We asked two European pension investors how they reconcile their securities lending and short-selling activities with their responsible-investment policies
