Asset Allocation – Page 5
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Podcast#24 Leaders in Investment podcast: Manfred Brenner and Poul Thybo, CIO and Head of Investments respectively for Austrian pension fund APK
In conversation with Liam Kennedy, Editorial Director, IPE
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NewsPeople’s Pension overhauls pre-retirement strategy, cutting cash, sovereign debt
UK pensions provider revamps its pre-retirement strategy, cutting cash and sovereign debt in favour of global short-dated credit
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NewsSwiss pension funds weigh FX hedging as risk appetite rises
Rising equity allocations and a softer dollar are forcing Swiss pension funds to rethink how tightly they hedge FX
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AnalysisIPE DACH Briefing: Providers sharpen DC capabilities as private markets debate widens
The number of European Long-Term Investment Funds and exchange-traded funds is expected to rise within German corporate pension schemes
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NewsNBIM talks up active management success, moves to increase SWF’s risk
Manager of Norway’s sovereign wealth fund tells government active management has been more profitable in last five years than before
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NewsAsset owners to step up net-zero engagement with private markets
Just 7% of NZAOA members’ climate solutions allocations are in private assets, according to update from the Alliance
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NewsSwiss pension funds pursue domestic private equity amid scepticism
Swisscanto’s new domestic private equity fund draws strong pension fund interest as scepticism on the asset class grows
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NewsItaly’s pension funds deepen private markets drive amid search for diversification
Several Italian pension schemes are expanding allocations to private markets to boost diversification and returns
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NewsPFA’s defence investments balloon to €1bn with years of European rearmament to go
Danish pension fund reveals near tenfold increase in defence sector investments since start of Russia/Ukraine war
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FeaturesIPE Quest Expectations Indicator – November 2025: Exuberance re-visited
Global equity optimism rises despite political turmoil and supply-chain risks
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Asset Class ReportsCase study: Pension Danmark focuses on AI, robotics and defence as it weighs up the value of active management
Erik Bennike, head of equities at PensionDanmark, explains the fund’s carefully chosen combination of active and passive management styles
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Asset Class ReportsCase study: Varma aiming high while Looking for domestic growth
Varma is increasing its focus on unlisted companies in its home market
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Asset Class ReportsCase study: How Australia’s largest super fund diversifies through concentrated portfolios
Mark Hargraves, head of international equities and private equity at AustralianSuper, compares managing concentrated equity portfolios to piloting speed boats
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Asset Class ReportsCase study: Soka-Bau builds out private equity
Lukas Doerr, head of portfolio management at Germany’s SOKA-BAU, explains the fund’s private equity approac
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Asset Class ReportsConcentrated portfolios: How investors are challenging common wisdom by reverting to old-fashioned stock picking
For equity investors of all kinds, the clear trend of the past few decades has been a shift away from stock picking and towards broadly diversified portfolios, managed through passive index exposure or, at most, passive-enhanced or quantitative strategies.
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AnalysisChart watch: Trade policy uncertainty, US job growth, European inflation
Trade policy uncertainty remains elevated, and the US is showing signs of a slowdown. In Europe, inflation numbers are reassuring
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AnalysisFixed income, rates, currencies: Global economies slow despite increasing tariffs clarity
The global fixed income outlook remains mixed, with strong economic headwinds despite fading fears of the AI bubble bursting
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Asset Class ReportsDown, but not out: Private equity enters a recovery phase
GPs are staging a comeback after several years of disappointing returns
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Asset Class ReportsTime for more European private equity?
Investors are increasing allocations to European private equity funds, where smaller company buyouts and emerging sector specialisations are key strengths, reports Joseph Mariathasan
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Podcast#23 Leaders in Investment podcast: Tom Mergaerts, CEO, Amonis
In conversation with Liam Kennedy, Editorial Director, IPE
