Asset Allocation – Page 4
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NewsSwiss pension funds scale back global government bond exposure
Boards of Swiss pension funds are debating whether government bonds can still play the role of safe haven, says consultancy Complementa
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NewsAPK shifts US dollar hedges, turns to Europe
The US had become less attractive compared to Europe, particularly for sovereign bonds, say CIO Manfred Brenner
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NewsSwiss pension funds warned on equity, bond concentration risks
‘Portfolio diversification remains the cornerstone of any investment strategy,’ says PPCmetrics
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NewsPFZW’s shift to active equity strategy leads to termination of BlackRock
The Dutch pension fund for healthcare workers replaced BlackRock, LGIM and AQR with Robeco, Man Numeric, Acadian, Lazard, Schroders, M&G and UBS AM
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NewsLGPS advisory board may seek further legal advice over Gaza allegations
Fresh legal opinion circulated by Palestine Solidary Campaign presents ‘more extensive, complex and specialist legal arguments’, says Scheme Advisory Board
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NewsDC providers reassess US allocations amid tariff turmoil
DC providers were urged not to panic the growth phase and diversify appropriately in retirement
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NewsGerman national standardisation body awards first OCIO mandate to Berenberg, Lurse
DIN awards first outsourced chief investment officer mandate to Berenberg and Lurse
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NewsUK body proposes guidelines for identifying credible transition finance
Entities will not need to have a 2050 public net-zero target to be able to count as credibly transitioning
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NewsDeutsche Telekom’s pension liabilities fall by €1bn in H1
Pension assets, meanwhile, were up, at €7.2bn
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NewsLufthansa lands LDI strategy to €9.14bn portfolio as it builds on bonds allocation
Fixed income allocations rose to 49.7% at the end of 2024 from 37.6%, while equity allocations fell over the same period from 34.5% to 24.7%
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NewsRailpen calls on investors to assess AI portfolio risks
The pension fund, in partnership with Chronos Sustainability, developed the AI Governance Framework that translates responsible AI principles into actionable practices
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NewsRailpen picks Neuberger Berman for securitised credit mandate
The mandate primarily invests in securitised debt securities, including collateralised loan obligations, asset-backed securities and mortgage-backed securities
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NewsPRI launches private debt stewardship guide with Redington
PRI CEO David Atkin says lenders ‘face significant barriers to stewardship’ with private debt ‘that do not necessarily exist elsewhere’
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NewsISS Stoxx to buy geospatial analytics firm
ISS says institutional investors showing greater need for geospatial data and enhanced risk analytics
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NewsM&G changes climate strategy to prioritise asset alignment and engagement
The 2025 target moves beyond reducing portfolio emissions to assess climate resilience of portfolio companies
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AnalysisIPE Netherlands Briefing: Dutch funds reverse course on active management
Plus: SamCo, the asset manager of most Shell pension funds, will be wound down, and Goldman Sachs Asset Management will be fiduciary manager of six Shell schemes
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AnalysisChart watch: positive US GDP forecasts overshadowed by tariff unpredictability
Economists expect a benign macroeconomic environment, but all is predicated on the fickleness of US policy
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FeaturesIPE Quest Expectations Indicator – August 2025
Trump’s attempts to undermine international trade and the US Federal Reserve are turning analysts against US assets, while good news out of Europe reinforce the case for appreciation of European assets
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NewsDutch pension funds should slash government bonds, says BlackRock
The risk-return profile is not attractive compared to other fixed income categories, according to the asset manager
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NewsInvestors urged to tackle modern slavery risks through performance-based incentives
IFM Investors calls for united action across the investment chain to address hidden modern slavery risks in portfolios
