Asset Allocation – Page 136
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Features
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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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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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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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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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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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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FeaturesDiminishing the mismatch
Fundamental indices could help mend the mismatch between assets and liabilities. David White reports
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Features
An imbalanced market
The UK has the most stringent pension indexation requirements of all the OECD countries. Joseph Mariathasan here points out the pressures that are pushing pension funds towards low-yielding assets such as inflation linkers
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FeaturesLongevity index spreads its wings
Faced with ageing members and increasing liabilities, pension funds and other institutional investors are paying greater attention to the risk presented by longevity. And in this environment, JPMorgan’s LifeMetrics index - which claims to be the first international longevity index - is spreading into several countries. As one of three ...
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Features
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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FeaturesCase study: AP6
Sweden’s private equity national buffer fund AP6 has posted stellar returns over the past five years and its domestic investment remit was recently liberalised, reports Maha Khan Phillips
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FeaturesPanic in abeyance
DON’T PANIC, as readers of the Hitchhiker’s Guide to the Galaxy can tell you, should always be capitalised in large friendly letters. If you happen to be holding out a thumb to passing spacecraft whilst hoping to survive on a mere thirty Altairian dollars a day it is doubtless valuable ...
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FeaturesHedging against inflation risk
Inflation-linked ETFs can play an important part in protecting the value of a portfolio. Lynn Strongin Dodds reports
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Features
Negative returns for all strategies
All hedge fund strategies posted negative returns in March. Convertible arbitrage registered the most severe loss with -3.26%. Despite the positive impact of bond markets, performance of the convertible arbitrage strategy appears to have been strongly penalised by the negative value of credit spread. Equity market neutral and CTA global ...
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Features
Reviewing asset allocation
What are German pension funds really up to? Dirk Söhnholz outlines the findings of a recent survey
