Asset Allocation – Page 32
-
NewsInarcassa hedges equity exposure, resumes private markets allocations
According to the new strategic asset allocation for 2023, Inarcassa is increasing its allocation to bonds by 3%, while reducing equities by 1.5%
-
NewsAUM of Austrian pension funds grow to €24.35bn in last quarter of 2022
Market volatility last year led to pension funds’ overall negative performance (-9.68%), compared to a positive 9.68% in 2021
-
FeaturesQontigo Riskwatch – March 2023
*Data as of 31 January 2023. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants
-
-
FeaturesIPE Quest Expectations Indicator March 2023
The next Ukrainian offensive will be in April at the earliest, as modern tanks will have arrived by then. US Republican pushback of ESG and climate-related investments are a new bone of contention in relations with the EU, already strained by the Trump presidency, and a bad sign for US-EU co-operation on China policy, an issue Japan seems to be ducking successfully. Aided by a soft winter, EU energy concerns have become quite manageable.
-
FeaturesAhead of the curve: The missing elements in the digital currencies debate
The recent contraction of the cryptocurrency markets poses questions about the viability of digital currency as an asset class for institutional investors. However, these developments have not undermined the efforts of central banks to pursue their own digital currency initiatives.
-
Special ReportNatural capital: Asset owners start to engage
Two new global initiatives are under way to help investors focus on issues such as deforestation, while some managers have been on track for a while
-
FeaturesResearch: How pension funds look at Chinese assets
Allocations to Chinese assets are still modest. Vincent Mortier and Amin Rajan discuss key issues in the third and final article from the latest Amundi-Create-Research Survey
-
Special ReportNatural capital: Industry turns its gaze on biodiversity
Taskforce on Nature-related Financial Disclosures sets out to create a framework to help financial institutions and companies report their dependencies and impacts on nature
-
FeaturesFrom soft landing to no landing
Once again, the US jobs market has shown its capacity to surprise forecasters, if not astonish them. January’s non-farm payroll numbers came in way above consensus forecasts, swiftly reversing markets’ dovish take on that week’s central bank actions, with bond markets handing back much of their earlier gains.
-
NewsByblos posts investment losses for all three sub-funds
The negative returns last year, particularly that of the Garantito sub-fund, was the result of significant losses in bond markets
-
NewsCassa Forense to increase investments in private equity, infrastructure
The pension fund is selecting an asset management company for SICAV/SICAF fund investments
-
NewsSweden’s big two occupational pension providers lose 9.8% and 8.6% on assets
AMF says large exposure to Swedish companies pulled investment returns down; Alecta sees rising rates shrink large DB liabilities
-
NewsGermany roundup: Institutional investors return to German government bonds
Plus: Pension schemes up investments in Spezialfonds
-
NewsAfter bruising year, ATP adds new hedging portfolio to boost return
Danish pensions heavyweight was big seller of equities in 2022
-
NewsSwiss Pensionskassen could face risk of exiting illiquid investments
Ongoing global uncertainty poses challenge for pension funds that are underfunded or have not accumulated fluctuation reserves, says PPCmetrics
-
NewsIlmarinen’s CIO suggests law changes to boost Finnish pension investment returns
Raising expected returns involves increasing risks, but long-term nature of pension liabilities make that possible, says Mikko Mursula
-
NewsPrivate market allocations growing, says State Street research
Survey found maximising the potential of data to make more effective decisions is the greatest focus for institutional investors
-
FeaturesIPE Quest Expectations Indicator: February 2023
Russian attacks against Ukrainian civilians are hampered by efficient air defence. With weapons for the Ukrainian military on the way, a new offensive seems imminent. US President Joe Biden’s troubles over classified documents are a relief for Republicans. The threat of a US-EU trade conflict over China is growing as both sides retreat into nationalistic behaviour. In the UK, Conservatives are under threat of predicted historic losses, while Prime Minister Rishi Sunak so far has done nothing to repair relations with the EU.
-
