All Inflation articles
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NewsUK Pension Schemes Bill surplus rules favour employers over members, peers warn
During proceedings, peers questioned both language and content of Clause 9, arguing the Bill fails to define what constitutes a surplus
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NewsDutch frontrunner pension funds award increases below inflation
The five Dutch pension funds that converted DB accruals to DC in the first half of 2025 will increase pensions between 0.6% and 2.7% this year
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NewsSwiss public pension funds weigh cross-canton expansion
Discussions are underway about widening membership beyond cantonal borders to include additional municipalities
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AnalysisChart watch: oil price, German construction PMI, Chinese consumption
Markets remain relatively unfazed by recent geopolitical events, thanks to the loose financial conditions globally
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AnalysisGerman buyout market eyes next growth phase as standards take shape
Clearer rules and emerging best practices are expected to unlock the next wave of German pension buyout deals
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NewsDAX pension funds ramp up private markets as DC overhaul reshapes demand
Mercer expects German corporate pension funds to boost private markets exposure, combining core infrastructure and senior private debt
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InterviewsScenarios at the ready: How APG’s chief economist views political risk
Thijs Knaap, APG Asset Management’s chief economist, discusses political risk and how it could affect institutional portfolios
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AnalysisChart watch: Trade policy uncertainty, US job growth, European inflation
Trade policy uncertainty remains elevated, and the US is showing signs of a slowdown. In Europe, inflation numbers are reassuring
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AnalysisFixed income, rates, currencies: Global economies slow despite increasing tariffs clarity
The global fixed income outlook remains mixed, with strong economic headwinds despite fading fears of the AI bubble bursting
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NewsSwiss pension funds hit by Nestlé slump and equity home bias
PPCmetrics shows that Swiss pension funds have invested CHF11bn – or 1.3% of total assets of CHF909bn – in Nestlé, more than any other single company
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AnalysisChart watch: Buffet Indicator, inflation expectations, gloomy German corporates
Manufacturing is expanding in the US, bond market volatility is lower, but sentiment is deteriorating in Germany, the UK and China
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AnalysisFixed income, rates, currencies: US heads for soft-landing
The US economy is on course to avoid a recession, thanks to the Fed’s clever tactics, but the effects of tariffs have yet to feed through
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AnalysisFixed income, rates, currencies: Questions over US economic policy dominate global investor concerns
The likelihood of a full-scale global trade war has decreased, and the outlook for the global economy has improved as a result, but new tariff announcements by the US administration could cause this scenario to change once more
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Special ReportHow will you ensure clients meet their return objectives in an uncertain world?
Views from the top: Where our panel of senior asset managers see opportunities amid below-trend growth, volatile rates, inflation, and unstable geopolitics
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Features
Fixed income, rates, currencies: Fickle US policy shakes global investor confidence
The hugely unpredictable policy announcements from those in charge of the world’s largest developed economy are market events more usually associated with goings-on in a newer EM economy
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FeaturesFixed income, rates, currencies: Trump’s tariff announcements weigh on sentiment
As tariff announcements garner huge amounts of media attention, financial market reactions have been muted. Participants are trying to beat off tariff fatigue and assess the best path through all the smoke and mirrors.
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FeaturesFixed income, rates, currencies: Markets rocked by Trump’s sweeping tariffs plan
The world’s economy enters a new phase as the US administration escalates towards a global trade war, raising the prospect of a US recession and crashing global financial markets
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NewsBelgian pension reform: €1.5bn in extra pension contributions
For the Belgian pension federation PensioPlus, the introduction of a minimum pension contribution of 3% is not enough
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NewsSwiss pension funds make the case for gold allocation in bull market
Swiss schemes usually hold between 3% and 5% of total assets under management in gold
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NewsPension funds foresee increased risk to assets and liabilities in 2025
77% of pension fund executives surveyed by Ortec Finance say they expect the coming year to bring an elevated risk profile
