Asset Allocation – Page 11
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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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NewsGermany’s BVV lifts fixed income allocation to 65.6% amid strategic shift
The move to bolster fixed income reflects the asset class’s ability to dampen portfolio volatility, says pension fund
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NewsSwiss pension fund boosts private assets in bid to lift returns
GastroSocial Pensionskasse has increased its private markets exposure to 33% of its portfolio, up from 25%
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NewsPortuguese pension funds return 6.3% for 2024, despite low bond returns
Global equities made strong returns in Q4, but not enough to compensate for the low returns from bonds, says WTW
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NewsUK funds consider reducing US exposure amid tariff uncertainty
Pension funds have responded to market volatility driven by US tariffs through a combination of rebalancing, diversification, and governance reviews
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NewsDACH pension funds adapt to US trade policies
US trade and tariff policies are prompting corporate pension funds in Germany and wider DACH region to review strategic asset allocation assumptions
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Opinion PiecesViewpoint: Beyond the ESG backlash – what next for European asset owners?
European asset owners should seize the US retreat from ESG as a moment to evaluate and recalibrate their manager mandates, argues Colin Melvin
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NewsGreen equities outperformed since 2008 but with volatility – report
The group says investors should focus on emerging areas like climate adaptation for future opportunities
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NewsPGB switches to fully passive equity investing
The Dutch multi-sector scheme has concluded it is ‘difficult’ to achieve lasting outperformance in liquid markets
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NewsBasel pension fund raises equity, CHF bond allocations for 2025
PKBS is exiting its ILS holdings, reallocating capital to conventional fixed income and domestic real estate
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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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AnalysisSwiss pensions curb exposure to US dollar assets amid debt, policy concerns
Publica, Switzerland’s largest pension fund, has already underweighted US equities and is currently reviewing its overall investment strategy
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NewsDutch funds reconsider US equity exposure
While pension funds are yet to make big changes, decisions about strategic asset allocation are expected in the medium and long term
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NewsFondo Telemaco reshapes investment portfolio with new managers for €2.4bn
The appointments are part of a broader shift in the fund’s asset allocation, aimed at increasing equity exposure and simplifying its fixed income structure
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NewsGerman pension funds turn to Asia due to concerns over US assets
SOKA-BAU aims to increase its overall allocation to Asian assets to 35% of its total portfolio, up from the current 12.7% level
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FeaturesIPE Quest Expectations Indicator - May 2025: US markets lose their wings
Markets have been gyrating wildly with Trump’s on-again-off-again trade wars, but resistance is building
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FeaturesIPE Quest Expectations Indicator - June 2025
At last, we have some clarity about the nature of ‘Trump risk’ – it is about uncertainty and growth. Markets are signalling that the US president’s on-again-off-again policies are a threat to growth and stoking inflation even if his threats are not implemented.
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FeaturesThe scarce commodity of active management skill
Active management skill remains elusive but it can be identified by means of effective analytics, with common attributes such as trading skill and concentrated portfolios
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Opinion PiecesDomestic investment bias is back: sow’s ear or silk purse?
Pension funds now have a very large dollop of geopolitical risk to contend with at a time when many are under some degree of pressure, overt or otherwise, to invest more domestically.
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Special ReportReforms needed for European push towards blended finance
European supranational institutions have been among the driving forces behind blended finance, but scaling up the involvement of the continent’s risk-averse institutional investors remains challenging
