All Alternatives articles
In-depth reporting on Alternatives investing for our pension fund and asset management readers from IPE’s award-winning journalists. Covering commodities, currency, ETFs, hedge funds, multi asset and real assets - plus, alternative asset class reports
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NewsDWS urges pension funds to rethink cashflow strategies as private markets shift
Alternatives can diversify pension portfolios, but private credit currently offers limited extra returns, DWS says
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NewsItaly’s pension funds deepen private markets drive amid search for diversification
Several Italian pension schemes are expanding allocations to private markets to boost diversification and returns
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InterviewsDecision time: Denmark’s Sampension discusses its strategy for European assets
Jesper Nørgaard, deputy CIO at Sampension, discusses whether it is prudent to maintain a large exposure to the US or re-allocate to European equities
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NewsGerman pension funds step up private markets push amid cost scrutiny
BVV Pension Management says new infrastructure quota is a ‘bonus’ that frees up capacity for other asset classes
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Opinion PiecesTrump opens US DC market to alternatives
Private markets managers in the US have set their sights on a $3.5trn (€3trn) opportunity
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NewsSwiss pension funds drop private equity in favour of other alternatives
Pensionskassen are instead turning to private debt and infrastructure
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NewsCassa Forense accelerates private markets push
Investments in private equity, private debt and infrastructure now account for close to 15% of the €19.5bn fund’s total assets
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NewsDutch pension funds should slash government bonds, says BlackRock
The risk-return profile is not attractive compared to other fixed income categories, according to the asset manager
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Country ReportCasse di previdenza put under the spotlight
First-pillar pension funds have faced parliamentary scrutiny over their investments, returns and relationships with advisers
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NewsFondenergia appoints Azimut for global equity as new strategy takes effect
The new strategy also involves an increase in the equity allocation of the €1bn ‘Dinamico’ sub-fund by around seven percentage points
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NewsDanica scolded over infrastructure, private assets valuation methods
Danish FSA hands out official orders for Danske Bank pensions unit to use more detailed indices for valuation of alternative assets
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NewsLGPS fund commits £25m to nature-based infrastructure fund
West Yorkshire Pension Fund backs firm that aims to raise £10bn for nature-based infrastructure over the next decade.
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Special ReportEuropean asset management M&A activity surges ahead
Driven by economies of scale and tightening industry cost pressures, more and more European fund managers are on the acquisition trail
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NewsBaFin warns over German Pensionskassen’s heightened private markets exposure
The exposure spans commercial real estate, private equity, private debt and mezzanine financing
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NewsClimate policy uncertainty drives risk premiums in commodity options, says WFE
New study discovers climate risk premium after analysing proprietary dataset featuring two iron ore option contracts
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NewsItalian private credit-focused DC consortium commits more capital, turns to ELTIF
Progetto Zefiro, the consortium of Italian DC pension funds dedicated to private credit, is making new commitments, to be deployed via ELTIF vehicles
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NewsInvestors must rethink private markets allocations, says bfinance
Report from consultancy suggests investors ‘must rethink private asset modelling and allocation strategies’
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NewsArkwright warns of AP7’s concentration risk and limited tools to stem downturns
Officially-commissioned report on AP funds criticises AP2 for lacking return target and calls for more resources for buffer funds’ illiquid investment teams
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FeaturesGold’s lustre turns heads as precious metals regain investment safe haven status
Gold, and to a lesser extent silver, have regained their lustre as favoured precious metal safe havens, although there are now new structural drivers.
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Country ReportA long-term view on German institutional investment
A 10-year Spezialfonds analysis of German institutional funds highlights how significantly the institutional investment landscape has evolved
