Asset Allocation
In-depth reporting on asset allocation for our pension fund and asset management readers from IPE’s award-winning journalists
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NewsDutch pension funds cut US exposure as rebalancing drives shift to Europe
€30bn exits US assets as European allocations rise amid rebalancing and weakening investor sentiment
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AnalysisFixed income, rates, currencies: markets on high alert for inflation spike
The US-Iran conflict might not cause the inflation surge seen in 2022, but higher prices and weaker economic growth are possibilities
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AnalysisMacro focus: US Fed faces balance sheet reduction trilemma
US Fed chair nominee Kevin Warsh says the US economy needs lower rates and that the Fed needs a smaller balance sheet at the same time
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Opinion PiecesEurope’s strategic recalibration: the case for diversification
The US shift towards mercantilism warrants a serious reconsideration of asset allocation decisions by European institutional investors
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AnalysisCharts watch: supply chain pressures, US Treasury market, EU unemployment
Volatility has taken hold of the US Treasury market, but inflation forecasts are not moving upwards so far
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NewsUK local authority funds earmark 3-5% of assets to local investments
West Midlands Pension Fund and the South Yorkshire Pensions Authority have updated their respective investment strategy statements
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NewsRecord funding ratios prompt DAX firms to rethink pension strategies, allocations
DAX firms achieved a 2.2% return on pension assets through active management, navigating a challenging economic and geopolitical environment, says WTW
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NewsBlackRock calls for long-term focus to boost Europe’s savings and capital markets
CEO Larry Fink urges Europeans to prioritise long-term savings investment, boosting wealth, pensions and domestic capital markets
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AnalysisIPE DACH Briefing: Compenswiss overhauls asset allocations
Plus: Beate Petry, chair of aba, said the occupational pension association backs further reform to open social partner defined contribution models to third parties
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NewsSwiss pension funds warned of liquidity risks as alternatives allocations climb
Andreas Rothacher of Complementa urges stricter liquidity planning as Swiss pension funds increase allocations to illiquid assets
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NewsUK pensions urged to boost EMDE investments to fund £119bn climate push
EMDE Investor Taskforce report shows that UK institutional investors allocate on average 4.2% of portfolios to EMDEs, with only 0.2% invested in private markets
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NewsLothian picks manager for climate risk-upped corporate bond mandate
The Scottish local authority pension fund worked with the manager to develop a fund that could meet its climate risk goals
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NewsItalian pension fund cautions on portfolio impact of escalating Middle East war
Italy’s Pegaso pension fund warns prolonged Middle East conflict could pressure portfolios through inflation and energy risks
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FeaturesIPE Quest Expectations Indicator - March 2026
Asset allocation Net equity sentiment statistics have been up generally for several months in succession. The scores are again closely bunched together. There is clear optimism in the figures, which have yet to reflect the impact from the hostilities in the Middle East, such as the threat of spiralling inflation. ...
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AnalysisInvestors raise the bar on asset manager selection
Pension investors have become more demanding of their external asset managers, while venturing incrementally into dynamic asset allocation (DAA)
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Opinion PiecesLarger pension funds will do better in a volatile world
The current hostilities in the Middle East may have subsided by the time you read this. It is also highly likely that they will not.
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Country ReportPension funds line up to fix the Germany's crumbling infrastructure
Investors are ready to commit capital to rebuild Germany’s economy. But the government must first issue much-needed clarity about its long-term plans
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InterviewsKate El-Hillow, Russell Investments: “You don’t want things in silos”
Kate El-Hillow, president and CIO of Russell Investments, tells Carlo Svaluto Moreolo about competing in fiduciary management, private markets and total portfolio allocation
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NewsInarcassa turns to alternatives to fast track private markets capital deployment
The fund is targeting a 34% allocation to private markets, compared with 28.2% currently invested
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FeaturesFixed income, rates, currencies: Joint US-Israel war on Iran sends oil price to 12-month high
Global markets had seemed relatively benign despite signs of impending instability – but the military strikes on Iran have upended any optimism
