Asset Allocation – Page 3
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Opinion Pieces
Viewpoint: Beyond the ESG backlash – what next for European asset owners?
European asset owners should seize the US retreat from ESG as a moment to evaluate and recalibrate their manager mandates, argues Colin Melvin
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News
Green equities outperformed since 2008 but with volatility – report
The group says investors should focus on emerging areas like climate adaptation for future opportunities
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News
PGB switches to fully passive equity investing
The Dutch multi-sector scheme has concluded it is ‘difficult’ to achieve lasting outperformance in liquid markets
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News
Basel pension fund raises equity, CHF bond allocations for 2025
PKBS is exiting its ILS holdings, reallocating capital to conventional fixed income and domestic real estate
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News
Climate policy uncertainty drives risk premiums in commodity options, says WFE
New study discovers climate risk premium after analysing proprietary dataset featuring two iron ore option contracts
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Analysis
Swiss pensions curb exposure to US dollar assets amid debt, policy concerns
Publica, Switzerland’s largest pension fund, has already underweighted US equities and is currently reviewing its overall investment strategy
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News
Dutch funds reconsider US equity exposure
While pension funds are yet to make big changes, decisions about strategic asset allocation are expected in the medium and long term
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News
Fondo Telemaco reshapes investment portfolio with new managers for €2.4bn
The appointments are part of a broader shift in the fund’s asset allocation, aimed at increasing equity exposure and simplifying its fixed income structure
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News
German pension funds turn to Asia due to concerns over US assets
SOKA-BAU aims to increase its overall allocation to Asian assets to 35% of its total portfolio, up from the current 12.7% level
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Analysis
European pension funds review global weightings in face of US turmoil
As global markets react to the threat of US tariffs, many European pension funds are looking to rebalance their portfolios and reset their investment policies
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Country Report
Virtue or folly? UK pension funds eye domestic market investments
Canada, the Netherlands, Scandinavia and Australia all have considerable pension assets invested in their local economies – is it time for the UK to follow suit?
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Special Report
Reforms needed for European push towards blended finance
European supranational institutions have been among the driving forces behind blended finance, but scaling up the involvement of the continent’s risk-averse institutional investors remains challenging
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Opinion Pieces
Domestic investment bias is back: sow’s ear or silk purse?
Pension funds now have a very large dollop of geopolitical risk to contend with at a time when many are under some degree of pressure, overt or otherwise, to invest more domestically.
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Features
The scarce commodity of active management skill
Active management skill remains elusive but it can be identified by means of effective analytics, with common attributes such as trading skill and concentrated portfolios
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Features
IPE Quest Expectations Indicator - May 2025: US markets lose their wings
Markets have been gyrating wildly with Trump’s on-again-off-again trade wars, but resistance is building
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Features
IPE Quest Expectations Indicator - June 2025
At last, we have some clarity about the nature of ‘Trump risk’ – it is about uncertainty and growth. Markets are signalling that the US president’s on-again-off-again policies are a threat to growth and stoking inflation even if his threats are not implemented.
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News
New holistic corporate climate index set to be developed
Mirova and Sweep today announced the firms that will take the new index forward
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News
Dutch pension funds reduce investment-grade credit exposure in new DC system
Many funds will no longer add investment-grade corporate bonds to matching portfolios, preferring instead bonds with higher expected returns
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News
ATP on poor showing in Finnish ranking: ‘Does not reflect value creation’
Denmark’s statutory pension fund defends its results after Finnish Centre for Pensions ranks its real returns as lowest
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News
Asga Pensionskasse to make first foray into private debt
Despite growing international popularity, private debt accounts for less than 1% of assets at the average Swiss pension fund