Asset Allocation – Page 33
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FeaturesQontigo Riskwatch - February 2023
*Data as of 30 December 2022. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants
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FeaturesIs the US heading for a soft landing?
Rare though they are in history, a soft landing for the US economy seems to be the consensus forecast, a view aided by news of a sharp contraction in the Institute of Supply Management (ISM) Services Purchasing Managers index in December. The jobs market also looks like it is slowing down and there are signs of a cooling off in wages, with lower-than-expected average hourly earnings reported in December’s non-farm payroll report.
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InterviewsImpax rides the sustainability wave
One investment analyst sums up Impax Asset Management as a “pure sustainability play”. And certainly, according to founder and CEO Ian Simm, the core thesis of Impax is to “make the most of the investment opportunities offered by the transition to a more sustainable economy”. These are “on the scale of the Industrial Revolution”, Simm believes.
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NewsNorway SWF loses 14% on assets in 2022 but stages a rebound in January
For first time, NBIM outperforms in a loss-making year
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NewsPublica looks for real estate equity managers to invest in US, Canada
The pension fund plans to bolster its international allocation to real estate, adding Canada as a new market
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Opinion PiecesViewpoint: Climate-related scenario analysis – part of the problem or part of the solution?
‘I’ve yet to see a board of trustees that has made significant changes to its asset allocation as a result of scenario analysis,’ says Julis Pursaill at Cushon
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NewsNordic pension funds tilt equity portfolios to value amid high inflation
Persistent high inflation could cause headaches for some providers, due to inflation-linked benefits - but hopes are high for slower price rises
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NewsCompenswiss holds strategy as first pillar reform gives room for illiquid investments
It will receive additional funds through an increase of the VAT rate
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NewsIndustriens boosts commitment to US climate venture fund
Danish labour-market pension fund cites good collaboration with manager DCVC as reason for committing more
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Opinion PiecesViewpoint: Escape from Flatland
A two-dimensional, return-and-volatility view of investments may not allow you to see important risks
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FeaturesIPE Quest Expectations Indicator - January 2023
Better air defence and the ground freezing over are steadily improving the outlook for Ukraine’s forces, now locked in stalemate. A series of blunders haunts US Republicans in general and Trump in particular. If Biden’s stimulus package is enacted, it will counteract Fed policy, possibly prolonging the series of interest rate increases. The EU seems to have bought too much gas. It has agreed to take border measures against some products from climate change laggard countries.
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FeaturesQontigo Riskwatch - January 2023
*Data as of 30 November 2022. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants
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FeaturesAhead of the curve: Is small cap the next mean reversion trade?
By now, most investors have noticed a rebound in value relative to growth in equity markets. After underperforming growth over the past decade, value stocks are experiencing strong mean reversion and outperforming significantly.
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Country ReportCentral & Eastern Europe: Kosovo Pensions Trust’s journey to maturity
10% contribution rate is low for the Balkans and changes could be afoot
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FeaturesFixed income, rates & currency: Inflation strengthens its grip
Whereas news of the hostilities in Ukraine may be losing their potential to shock and dislocate the world economic order, inflation news has maintained its powerful hold over financial markets across the world throughout 2022, with many economies recording their highest inflation levels for decades.
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InterviewsDutch medical specialists: focus on healthy pensions
Marcel Roberts (right), CIO, and Ravien Sewtahal, investment manager of SPMS, the Dutch pension fund for medical specialists, talk to Carlo Svaluto Moreolo about risk management and sustainability
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FeaturesResearch: Pension investing in an inflation fuelled world
Monica Defend and Amin Rajan highlight the big upheavals facing pension investors
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News
Dutch pension giant ABP to cut investments by half in net zero drive
Hollands largest pension fund will focus on companies making committed pledges to decarbonisation
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News
Norway’s SWF encourages contrarianism in new three-year strategy
NBIM to consider insourcing more in securities lending, technology, but believes external investment managers reduce its risk in some regions
