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German metal employers slam coalition’s basic pension deal
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Kåpan steps up sustainability work
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UK roundup: LGPS pools announce EM sub-fund launch, PE milestone
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Reputational risk drives ESG at pension funds more than at other investors
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PGGM calls for pension funds to be given liquidity access via ECB loans
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Latest Analysis
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Bold thinking needed
Muted and constrained economic growth, continued low yields and quantitative easing, combined with a poor investment return outlook, loom over Europe’s pension sector.
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Bond bubble threatens emerging markets
Although the prospect of a trade war is the tail risk that has most worried fund managers since mid-2018, other potential perils look more threatening
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Analysis
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Ahead of the Curve
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Ahead of the curve: The duration bubble
Has the world entered a new paradigm in which growth, inflation and value investing are dead? Various indicators might have us believe this is the case.
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Ahead of the curve: New economy, same old returns?
“You can see the computer age everywhere but in the productivity statistics.”
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