Asset Allocation – Page 23
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NewsPension funds view private equity as ESG compatible asset, says Apex Group
Private equity and private debt have grown in popularity for pension fund allocators, with alignment to ESG principles gaining attention
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NewsInvestment associations push Germany on separate infrastructure category
Current rules represent at times a ‘massive restriction’ to alternative investments, says German alternative investments association BAI
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NewsNOW: Pensions increases investment with sustainable objectives to 82%
A total of 23 green, social or sustainable bonds now make up over 15% of NOW: Pensions’ portfolio, up from 13% last year
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NewsUK’s NEST looks to add to illiquid assets
As at 31 March 2023, NEST was managing £29.6bn on behalf of scheme members
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NewsSampension sticks to cautious equity tactics, with central banks in a bind
Danish labour-market pensions firm regrets early roll-back of equities exposure
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NewsAustrian VBV increases fixed income exposure
The group’s Pensionskasse and Vorsorgekasse will also expand private markets investments
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NewsInarcassa considers higher exposure to illiquids, infrastructure
The next strategic asset allocation could lead to wiping out liquid alternative investments from the scheme’s portfolio
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NewsSpanish pension funds mirror global market surges with 2.3% return to June 2023
Asset allocation figures show that fixed income still dominates portfolios, although in declining proportions, with an average 55.3% allocation at end-June
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NewsItalian pension fund quartet boosts private equity investments
Asset manager Neuberger Berman will invest in buyout and growth strategies, and mainly in companies operating in Italy
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NewsPension funds to continue alternatives buying spree
Pension schemes believe infrastructure and natural capital investments such as forestry are best placed to deliver sustainability and impact objectives
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NewsKPN pension fund to invest up to €700m in private debt
The €10bn pension fund considers the asset class a vehicle for impact investing
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FeaturesFixed income, rates & currency: Lean times to follow good summer?
The macro-economic news in the third quarter has been good, with better growth than expected and better inflation data than feared. In the final few months of the year, however, markets may have to deal with the potential for some softer economic news and possibly more negative inflation data, and not just from seasonal factors.
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InterviewsIceland’s LV: Coping with disruption
Arne Vagn Olsen, CIO of Lífeyrissjóður verzlunarmanna (LV), Iceland’s Pension Fund of Commerce, talks to Carlo Svaluto Moreolo about strategy and the prospects for financial markets
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FeaturesInversion anxiety: what’s up with yield curves in 2023
For over half a century, each time the spread between US 10-year and three-month yields turned negative, indicating an inverted yield curve, a recession followed, sooner or later. In 2023, the yield curve has been more than just a little inverted.
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FeaturesQontigo Riskwatch - October 2023
*Data as of 31 August 2023. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants
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FeaturesIPE Quest Expectations Indicator - October 2023
The Russian war in the Ukraine is still stalling, with the prelude of the US elections coming closer. Trump’s self-destructive utterings keep his followers unmoved but do nothing to convince independents.
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NewsSOKA-BAU ploughs through strategic allocation targets
The scheme expects AUM growing to invest fresh money in all asset classes
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NewsUniversal Investment to advise schemes through Alumia minority stake
Luxemburg-based Alumia advises institutional investors including asset managers and asset owners, corporates and family offices
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NewsPrivate equity still too expensive – GSAM survey
Real estate is the least popular alternative asset class, with three in 10 investors looking to decrease their exposure
