Asset Allocation – Page 134
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FeaturesDealing with inflation
IPE asked three pension funds – in Austria, Finland and the Netherlands – the same question: ‘How do you protect your investments from inflation?’ Here are their answers:
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FeaturesTaking a leap in the dark
A reform of Greece’s first pillar leaves a lot still to be done, discovers George Coats
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FeaturesThe contrarian: deflation
Inflationary fears are exaggerated according to veteran fixed income specialist Joop Bresser. He spoke to Miranda Schoutsen about his concerns over deflation
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FeaturesInflation buyers: using swaps
Use of inflation swaps as a hedging tool has grown as pension funds adopt LDI strategies, finds Nina Röhrbein
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FeaturesInflation seller: Øresund Bridge
While pension funds, insurers and private investors benefit from lower inflation, public authorities and enterprises, utilities, real estate and distribution companies profit from higher inflation. So, the latter group can benefit from becoming inflation sellers, according to a Fortis Investments reports, ‘Inflation swaps to safeguard future income or hedge against ...
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A wait-and-see approach
New investment regulations have not had a great impact on Greek funds’ investments, says Reeta Paakkinen
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Inflation assets: alternatives from inflation
Lynn Strongin Dodds looks at the use of alternative assets as a means of protecting against inflation.
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FeaturesAfter the turmoil
While many investors have been left with severe losses, the massive dislocations raise new opportunities for those brave enough to enter the marketplace, Joseph Mariathasan finds
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Buying distressed financials
Current market turbulence is creating opportunities for private equity financial services acquisitions. But if the upside potential is huge, so is the downside, says Stephanie Schwartz Driver
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FeaturesHigh returns from private equity
Cyril Demaria argues that private equity is essential for secure pension investment management
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Special ReportOvercoming a blinkered mindset
Guy Fraser-Sampson argues that despite the attractions of private equity as an asset class, many pension funds will be tempted by sub-optimal strategies
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FeaturesSaying it right
The complexity of pension investments makes communication very important. Does the Dutch uniform pension statement offer a solution? Rachel Fixsen reports
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A never-ending story
Attempts to ensure the sustainability of Germany’s pension system have been underway for years, say Klaus Stiefermann and Cornelia Schmid
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FeaturesMoving towards specialisation
As the ETF market becomes more mature and efficient providers are looking for opportunities elsewhere. Nina Röhrbein examines the evolution
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Markets still off the norm
Yield curve/duration Central banks across the world have been putting in place new measures in order to melt the liquidity freeze. Market conditions have generally improved over the month, although have hardly returned to anything like their historical norms. For example, spreads between LIBOR and other rates remain very wide ...
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FeaturesInstitutions focus on risk
German investment managers are seeing increasing demand for risk management services, including high reporting standards. And this has heightened in the wake of the credit crunch. Barbara Ottawa asked asset managers for their views on current thinking and on the outlook and trends in institutional business
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FeaturesGrowing demand for thematic ETFs
As the ETF market moves towards more specialist products, Nina Röhrbein looks at fixed income, leveraged and style funds
