All articles by Carlo Svaluto Moreolo – Page 7
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InterviewsOn the record: Hedging all bets
We asked three European pension funds about their hedge fund portfolios, as the volatile market environment provides opportunities for absolute-return managers
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Opinion PiecesSolving the blended finance puzzle
It is hard to say whether Friedrich Nietzsche, one of history’s most influential thinkers, would have been a supporter of the United Nations’ Sustainable Development Goals (SDGs) and all that they entail.
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FeaturesPerspective - Blended finance: the ultimate impact investment
Calls for a greater role for blended finance expose the challenges and opportunities of public-private collaboration
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InterviewsOn the record: Asset allocation
Three European pension funds discuss their outlook for 2021 and beyond, amid the uncertainty caused by inflation and a new strain of the coronavirus
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FeaturesStrategically speaking – AlbaCore Capital: Alternative credit with pension fund roots
AlbaCore Capital, a Europe-based alternative credit specialist with North American roots, is a fairly rare example of an asset management company that was spun off from a pension fund. David Allen, founder and CIO, established the company in 2016, with a team of European alternative credit specialists that he led from within the $542bn (€366bn) Canada Pension Plan Investment Board (CPPIB).
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InterviewsOn the record: Social issues
Three European pension funds discuss their increasing focus on social factors within their ESG-driven investment strategies
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Opinion PiecesNo right side to the inflation debate
The question of whether the current trend of rising inflation is a transitory or permanent one is not trivial. It is forcing the institutional investor community to reflect on their long-term investment strategies. Investors have to review their current approaches and get ready to make significant changes if their views prove incorrect.
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FeaturesBriefing - CLOs: a post-pandemic resurgence
Exactly a decade after the collapse of Lehman Brothers, the collateralised loan obligation (CLO) market was breaking records. In 2018, nearly $130bn (€113.6bn) worth of CLO paper was issued in the US and €45bn in Europe, a sign that the crisis of confidence caused by the Great Financial Crisis was over.
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InterviewsHow we run our money: PKA
Michael Nellemann Pedersen, CIO at PKA, tells Carlo Svaluto Moreolo about the Danish pension provider’s investment philosophy
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Special ReportCarbon price: Dear greenhouse gases
Global carbon markets are expanding as prices increase, with consequences both for companies and their investors
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Special ReportBorder to Coast: Climate solutions provider for the public sector
The asset pool has released a standalone climate-change policy to meet net zero
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Special ReportPFA Pension: First interim target is ‘ambitious but realistic’
The pension provider is decarbonising its portfolio one asset class at a time
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InterviewsOn the record: Private markets
Three European pension funds discuss their views and strategies with regard to asset management fees, particularly in private markets
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Opinion PiecesPension funds should seek fee reductions in private markets
Pension fund investment in non-listed assets has grown considerably since the 2008 global financial crisis.
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Asset Class ReportsThe next frontier for private credit
Global managers are making a strong case for investment in private credit issued by emerging market companies
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FeaturesBriefing: Private market fees
In today’s low-interest-rate and low-return environment, investing in private markets has become a requirement for virtually every institutional investor. Private markets are where investors can obtain the extra returns they need and can no longer earn from listed assets, thanks to the liquidity premium and higher risk/return profile of non-listed assets.
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InterviewsHow we run our money: The People’s Pension
In a valedictory interview, Nico Aspinall, outgoing CIO of The People’s Pension, talks to Carlo Svaluto Moreolo about running one of UK’s largest occupational defined contribution pension schemes
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Asset Class ReportsInflation report – Pension funds riding the wave
As the outlook for inflation becomes increasingly cloudy, European institutional investors try to focus on long-term trends
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InterviewsOn the record: Aiming for carbon neutrality
Two Nordic pension funds discuss their ambitious climate transition strategies
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Special ReportItaly: Reform season lies ahead
Italian policymakers are discussing further changes to the pension system but are reluctant to address the fundamental problems
