Asset Allocation – Page 158
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Incremental steps for change
In Belgium, pension funds have traditionally taken an even-handed approach to the bond-equity split. And because they weighted their asset allocation neither heavily to debt nor to stocks, there were few changes to make when broader investment opinion came around to their way of thinking. Since the crash ...
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Logistics: choose carefully
Exponential growth is forecast for Asia’s logistics sectors but investors must do their homework, says Margaret Ng
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Boom or bubble?
Investor interest in the Spanish market is increasing fast as it continues to exhibit healthy growth. But investors must temper their bullishness with some caution as Gail Moss explains
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Japan leads government bonds revival
Yield curve/duration ccording to OECD data, it seems that the G7 economies (US, Japan, Germany, UK, France, Italy and Canada) are in the midst of a slowdown, with the US ‘in the lead’ and the European economies joining the trend most recently. With inflation fears lessening, markets have taken significant ...
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A growing appetite
Contrary to the negative impression given by the German financial press private equity investment in Germany is becoming more popular, according to new research.Francesco di Valmarana and Joanna Jordan look at the numbers
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Longevity dulls risk appetite
Growing liabilities and the regulatory regime means pension funds are focusing more on matching assets and liabilities. George Coats reports
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Prospect of yet another reform
Despite several reform initiatives over the past decade, a hefty budget deficit means a further attempt is inevitable, George Coats reports
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Amonis spreads diversification net
At Belgian professional medical sector fund Amonis, the equity-bond ratio is exactly level at the moment - quite a change from the ratio before 2000 which was far more heavily weighted towards stocks. “Before then we had about 62% in equities and 30% in bonds,” says chief financial officer Tom ...
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Allocating Pensionskassen assets
Just how do these traditional pensions vehicles organise their portfolios? Jan Wagner investigates
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Germany prepares for DC era
Companies currently offering DB pensions in Germany are set to move over to DC in the near future, writes Jan Wagner
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From hedging too to asset class
Where does the German pension investor place currency management today and what trends are emerging? Bernd Haferstock examines the investment vehicles, their goals and the legal framework in which they operate, and assesses where there is room for improvement
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Exciting long-term development scenario
Real estate in Turkey has usually been a popular, solid, long term, and, therefore, attractive investment option. The high inflationary environment encouraged investments in real estate, with a perception of housing investments not only as accommodation, but also as a means to protect net worth from erosion
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A rough ride on a roller coaster
Volatility will keep on haunting Turkish market participants. But while much of it may be imported, there are domestic factors that need to be brought under control
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Banking sheds old habits
With a series of reforms, the banking system has been transformed from a liability into an asset of the Turkish economy. This has not only prepared the ground for a viable pension system but also sparked interest of foreign banks in the lucrative Turkish market
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Unveiling Turkey
With the country targeting more foreign direct and portfolio investment, companies are aware of the need for more and more transparency. Foreign investors approach Turkey with a certain sense of trepidation. Despite new laws and regulations appearing every month, transparency remains a concern
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Diversification at a price
Nick Tyrrell of JP Morgan explains a research model which challenges the assumptions of investors who choose to go cross-border
