All Strategies articles
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News
Swiss APK to review investment strategy, sustainability approach
The scheme plans to cover further asset classes with existing sustainability strategy
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Opinion Pieces
Active management is back on the menu for US pensions
Rising rates and market volatility are forcing US pension funds to rethink their approach to passive and active investing. They are realising that their US stock portfolios are not diversified enough to help protect against a correction. But change may not come so fast.
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News
Mercer report reveals asset owners set to increase private markets allocations
Large asset owners confident their portfolios remain resilient despite market turbulence
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Features
Britain’s LDI crisis: When things nearly fell apart
On 23 September 2022, Kwasi Kwarteng, the then UK chancellor of the exchequer, announced a £45bn (€52bn) package of tax cuts. The hand-outs, designed to please key voters, were the wrong gift at the wrong time. For several years, the Bank of England had been attempting to end quantitative easing and start putting a higher price on borrowing.
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Features
Research: The yin and yang of passive and active investing
Amin Rajan and Sebastian Schiele look at the complementary relationship between active and passive investment strategies
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News
Hayfin smashes fundraising target for €6bn private credit fund
Hayfin now ‘well positioned’ to meet growing demand for private credit in Europe
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News
Eurofer records positive returns for sub-funds in H1
The performance was helped by decreases in inflation and the national consumer price index
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News
Fopen picks BNP, Schroders, UBS for equity and bond sub-funds investments
The scheme has started the process to define its new strategic asset allocation
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News
DACH roundup: FCA gives go-ahead for GAM takeover by Liontrust
Plus: Universal Investment starts US equity fund with Montrusco Bolton; Ecclesia buys Pension Solution Group -
News
Majority of DB schemes expect to approach an insurer about de-risking within five years
86% of trustees anticipate their scheme approaching an insurer for a Bulk Purchase Annuity (BPA) transaction within next five years
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Features
FX in waiting mode after lively 2022
After a long period of muted volatility, currency markets sprang back into action in 2022 as geopolitical risk and diverging monetary policy came to the fore. This year it is quieter, but markets remain rattled over the unpredictable interest rate scenarios. As a result, many market participants are waiting for a sharper picture to emerge.
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News
Ilmarinen anchors new Amundi climate-focused Europe ETF with €580m
Finnish pensions major edges closer to having all its passive equities tracking MSCI’s Climate Action indices
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News
Swiss pension funds set to change SAA to reach bond investment targets
According to Swisscanto, 17% of pension funds surveyed adjusted their strategic asset allocation, and 35% changed allocations tactically.
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News
Compenswiss tenders mandate for core+ investments in North American real estate
The scheme plans to diversify its real estate exposure
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Asset Class Reports
Portfolio strategy – Equities
Our report shines a light on investors’ thought processes when it comes to choosing active, passive or a combination of the two. We surveyed CIOs and senior portfolio managers to get an insight into how they construct their equity portfolios. Our report also features an investigation into the fall in listings on the UK equity market, at a time when listing domicile is increasingly consequential aspect of portfolio construction.
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Interviews
Vontobel: Builders in a changing landscape
Christel Rendu de Lint, a veteran of Swiss asset and wealth management, sees herself as a builder. This claim has justification given her track record at UBP, where she built a fixed-income capability from scratch to CHF20bn (€20.5bn) over 12 years.
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Special Report
Outlook – Europe and the world: CIOs focus on bonds and quality stocks
With the prospect of weaker growth, volatility and higher inflation and rates, strategists argue for more selectivity in investments
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News
KENFO plans to invest over €5bn in alternatives to reach allocation target
The fund has 6% of its total assets invested in alternatives, but plans to build up its illiquids portfolio over the years
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News
IIGCC launches net zero guidance for private equity
Guidance is intended to support any private equity investors who are active in buyout, growth, and associated strategies
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News
ComPlan to look at UN SDGs in private equity, debt investments
The scheme included physical and transitional climate risks in an ALM analysis for the first time last year