Asset Allocation – Page 17
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FeaturesIPE Quest Expectations Indicator - July 2024
Both US presidential candidates are slowly losing popularity, while staying very close in the polls. Trump seems to have more trouble than Biden getting through to the undecided. Trump’s legal troubles may yet hinder his candidacy, in particular among independents.
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FeaturesIPE Quest Expectations Indicator - August 2024
Joe Biden’s weakness was a lucky stroke for Donald Trump, who has shown similar symptoms for years. It remains to be seen what effect Kamala Harris has on the polls. Trump and his chosen VP are both proponents of weakening the USD.
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NewsPFA hails 27% gain on domestic equity portfolio, cites stock picking
Danish pensions heavyweight describes its level of home bias as ‘strong’
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NewsHöchster Pensionskasse VVaG targets direct bond investments, avoids real estate
The pension fund expects real estate valuations to fall in 2024, which could impact dividends from indirect real estate investments
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NewsNestlé pension fund launches new investment strategy
Under the new strategy, the scheme is reducing its exposure to real estate by 2 percentage points, while increasing its allocation to parallel bonds and listed equities
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NewsSwedish church pension fund defends real estate surge, after FSA fine
Kykans Pension’s CEO says it doubled its holding in Stenvalvet — in the face of an SBB takeover attempt - purely to protect scheme members’ interests
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NewsIIGCC finalises update to key net zero guidance for investors
‘NZIF 2.0’ brings together net zero investor guidance based on three years of implementation experience
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NewsCredit Suisse Pensionskasse reviews strategic investment guidelines
The fund’s bonds allocation was increased, and the duration was extended
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NewsNest Sammelstiftung freezes threshold for private markets allocation
‘The performance was not good compared to listed stock markets due to illiquidity,’ the scheme’s CIO says regarding its private markets portfolio
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NewsAvon Pension Fund backs small caps as outperformance expected
Small caps will outperform S&P in the next 20 years, according to head of pensions at the Avon scheme
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NewsDenmark’s IPD slams EU red tape as pensions money picks US over EU
Allocations to US equities now three times the size of EU ex Denmark weightings for Danish pension funds
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NewsBVV invests €2.5bn in high investment grade bonds to strengthen portfolio
While its allocation to illiquid investments remained unchanged in 2023, the fund’s exposure to equities was cut
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NewsPFZW sells €600m in gambling stocks
The Dutch healthcare scheme decided to divest from the sector following a member survey
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NewsClimate remains core ESG focus for institutional investors, Morningstar finds
Climate, biodiversity, water, and reporting around Scope 3 emissions emerging as material factors in driving investment policy
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NewsDutch construction sector scheme halves emerging market equity exposure
Beijing’s ‘excessive control’ on management of large companies has increased investment risk in emerging markets and depressed share prices in China, says BpfBouw
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AnalysisWill the latest wave of official measures drive ESG investing?
The burden of proof that ESG investing works has increased significantly since 2022
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InterviewsFinland’s Elo doubles down on sustainability
Jonna Ryhänen, CIO of Finland’s €31bn Elo, tells Pirkko Juntunen about strategic asset allocation, investing for change and in-house expertise
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Country ReportSolvency rules continue to hamper Finland’s private pension funds
The Finnish retirement industry hopes that a relaxation of regulations will allow schemes to increase equity allocations
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Special ReportPension funds should seriously consider venture capital
To fulfil their role, pension funds would be well-advised to invest more in European private equity and venture capital
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Country ReportSweden’s AP7 adapts by expanding asset classes and boosting staff numbers
Under new leadership, Sweden’s default fund in the premium pension system is expanding asset classes and personnel
