Asset Allocation – Page 27
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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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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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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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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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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
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NewsSwiss pension funds increase equity, cut real estate investments
Schemes will likely continue to anchor Swiss and foreign real estate to investment strategies
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NewsDutch pension funds move hundreds of billions in assets to mandates
Investing via mandates makes it easier for pension funds to implement their sustainability policies
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NewsAPK Pensionskasse holds equity strategy, while eyeing private debt
APK plans to further develop its sustainable investment approach in the fourth quarter of this year
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NewsFinland’s Keva to pile on extra €6.4bn of equities, mostly listed
Municipal pensions heavyweight gets started on implementation of board’s plan to boost returns
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NewsKeva to boost equities as board ramps up risk to target higher returns
Finland’s biggest pension fund argues long-term deficit risk is the institution’s key risk
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NewsGerman institutional investors plan higher exposure to alternative credit
Versorgungswerke aim for an alternative investment quota of over 50%
