Asset Allocation – Page 3
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NewsPrivate markets allocations reach new high, says Aviva Investors
72% of DC funds globally agree that adding private markets assets to accumulation portfolios ‘will deliver better performance outcomes for members’
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NewsNew Norway SWF council questions tech weightings, sovereign debt criteria
‘Strengthened preparedness’ needed to manage GPFG’s geopolitical risk, advises three-strong permanent panel of experts
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NewsSwiss schemes tread carefully on private equity continuation funds
Swiss pension funds weigh opportunities in private equity continuation funds while remaining cautious over governance and conflict risks
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FeaturesAmundi and CREATE-Research 2025 survey highlights the rise of dynamic asset allocation
This insight, which allows new information to guide one’s opinions and plans, has been taken on board by pension plans, as their strategic asset allocation has become ever more exposed to the economic rollercoasters that have whipsawed their portfolios recently.
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FeaturesIPE Quest Expectations Indicator – January 2026: Equities win managers’ vote
The pessimism around equities prevailing last summer has evaporated
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FeaturesIPE Quest Expectations Indicator - February 2026: confidence inspires risk-on behaviour
With inflation seemingly under control, and the threat of trade war retrenching, the prospects for equities are positive across the board
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Country ReportPensions in Switzerland report 2026: Swiss franc strength forces domestic pension funds to adopt costly hedging strategies
The Swiss franc is seen as a safe haven in times of trouble, but its strength causes problems for the country’s pension funds
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Opinion PiecesPension funds must resist the weaponisation of asset allocation
Concerns about geopolitics are one of many factors involved in pension funds’ asset allocation decisions - yet they are often overemphasised by outsiders
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InterviewsIceland’s LV pension fund pulls off major strategy overhaul
CIO Arne Vagn Olsen explains to Rachel Fixsen how Iceland’s second-largest pension fund has fundamentally changed how it operates
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NewsGreenland’s pension fund to boost home-turf investment
SISA Pension has increased domestic investments over the last few years but cites due diligence as barrier
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Opinion PiecesTotal portfolio approach is not a quick fix, beware the temptation
Keith Viverito casts a critical eye on the growing shift towards the total portfolio approach
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NewsArticle 8 funds lead defence exposure increase in sustainable funds
Clarity AI research found that exposure to defence-related activities has risen across sustainable fund categories, including Article 9 funds
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NewsSwiss pension funds sail through index concentrations with positive returns
Swiss pension funds recorded an average performance of 5.9% last year, corresponding to investment returns of CHF70bn, says Complementa
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NewsSwiss pension fund to anchor AllianzGI $1bn EM blended finance fund
GastroSocial Pensionskasse is set to anchor the Allianz Credit Emerging Markets fund, which has reached its first close at $690m
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NewsPFA holds off after last year’s US bond exit over Trump
Sampension says poll shows nearly 70% of Danes fear global developments – with Trump in power – will hit their pension savings
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NewsTax incentives push Italian pension funds deeper into venture capital
Regulation on tax-deductible investments has accelerated Italian pension funds’ entry into venture capital
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NewsSwiss pension funds edge towards total portfolio investing
Consultants say pension funds in Switzerland are showing growing interest in the approach, with some already aligning their investment strategies accordingly
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NewsSwiss pension fund sticks to US equities despite concentration concerns
Pensionskasse Basel-Stadt had considered broader geographic diversification, including a potential reduction in US exposure
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AnalysisFixed income, rates, currencies: bond markets ready to absorb record issuance
Sentiment remains upbeat, despite weakness in the US job market and uncertainty about Venezuela
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AnalysisChart watch: oil price, German construction PMI, Chinese consumption
Markets remain relatively unfazed by recent geopolitical events, thanks to the loose financial conditions globally
