All Donald Trump articles
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NewsDutch funds reconsider US equity exposure
While pension funds are yet to make big changes, decisions about strategic asset allocation are expected in the medium and long term
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NewsDutch funds see funding ratios rise in Q1 despite negative returns
Dutch pension funds felt the effects of Donald Trump’s trade war in the first three months of the year as interest rates rose and assets fell
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NewsTrump trade war puts Dutch funding ratios under pressure
The short-term shock is extra relevant for Dutch funds, as they want to make the transition to a new defined contribution arrangement with comfortable funding ratios
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AnalysisIPE ESG Briefing: European investors plough ahead
Plus: DEI and net zero goals amid growing trans-Atlantic divide
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NewsEuropean pension funds stick to their guns in the face of market turmoil
European pension funds hold steady but reassess their long-term strategies amid an escalating global trade war
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AnalysisShould pension funds increase their dollar hedge now?
US dollar’s downside risks have greatly increased under Trump’s second presidency. For Dutch schemes, upping protection is extra urgent during a time of transition to DC-based pension arrangements
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AnalysisThe maple eight: Canada’s pension funds focus on home turf
Pension funds in Canada are rallying to the flag
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AnalysisTrump’s dream sovereign wealth fund could draw co-investors, if it avoids the pitfalls
Norway’s investment strategy could be ‘far too modest’ for the proposed new US sovereign fund
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Opinion PiecesUS pension funds tread carefully on DEI
The new Trump administration will likely see the end of investment strategies and programmes inspired by Diversity, Equity & Inclusion (DEI) criteria
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Opinion PiecesCould DB pension plans make a comeback in the US?
This year will see developments in the US DC market, but the renaissance of DB plans is set to continue
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NewsTrump wins: US ‘looking golden’ over the long term, says GAM
Trump returning to the White House raises questions about the fate of the sustainability agenda
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Opinion PiecesViewpoint: What if Trump wins?
International pensions expert Peter Kraneveld outlines a dark scenario
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Opinion PiecesSocial Security – the one thing Harris and Trump agree on
On one thing US presidential candidates Kamala Harris and Donald Trump agree: their new administration will not cut the Social Security benefits that are paid as pensions by the US Treasury’s retirement programme.
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Opinion PiecesViewpoint: Trump election agenda items for pension funds to debate
Peter Kraneveld identifies Trump’s election chances as an important political risk for pension funds
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Joseph Mariathasan: India and the US – a new special relationship?
Can and should the world’s most populous democracy, India, be in formal alliance with the world’s most powerful democracy, the US?
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Opinion: Far more than a trade war
The are reasons to question the accepted description of the current tensions between the US and China, writes Daniel Ben-Ami – it is arguably far more serious
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Joseph Mariathasan: Should the West blame China for the trade war?
For China, catching up with the US and Europe means climbing the intellectual property ladder – and it is well positioned to do that
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Joseph Mariathasan: Rebuilding America’s middle class
The 2020 US presidential race has begun in earnest with a number of Democratic Party contenders
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IPE Conference: EU should ‘use single market access to its advantage’
Former EU trade commissioner Karel de Gucht says EU ‘must remind Trump how valuable it is’
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Joseph Mariathasan: Big decisions over China for Europe and the UK
Picking a side in the trade war ‘should be an easy decision’, Ashmore’s Jan Dehn tells Joseph Mariathasan
