Fixed Income – Page 38
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Features
Asset allocation: A still unusual business cycle
There is consensus that last year’s global growth trade will continue into 2018. However, with today’s high valuations, risk assets might reward less than in 2017
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Features
Ahead of the curve: Why bond covenants matter
For bond investors, who lack a shareholder vote, covenants are the G (or corporate governance) in ESG
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FeaturesIPE Expectations Indicator: February 2018
Given the similarities between the February 2018 and February 2017 expectations surveys, it may be appropriate to wish everyone a ‘happy same year’
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NewsDutch pension funds to increase mortgage investments
Asset managers and regulator DNB predict significant interest in housing loan market from domestic and overseas investors
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News
Ageing populations ‘a threat for fixed income investors’
Invesco study finds factors beyond low yields will put pressure on bond investors in the years ahead
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News
Equities fuel Lithuanian second-pillar funds' 4.5% gain in 2017
Equity-weighted fund returns exceeded 9%, while bond funds performed poorly
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News
Industriens sees higher volatility, lower returns in 2018
Danish labour-market pension fund posts 8.2% return for last year
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NewsEmerging markets fuel 6.7% return at Switzerland's Publica
Plus: Corporate pension plans’ funding nearly at 10-year highs
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NewsFRR awards €5bn in liability-matching mandates
AXA IM and Amundi appointed to run assets to help meet payments to social security system
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News
Austrian pension funds return 6% on average in 2017
High equity quota helps boost performance and long-term average returns
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NewsBlockchain comes to bond market as Lombard Odier backs $15m deal
Swiss asset manager claims first bond transaction using distributed ledger technology
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NewsDutch sector schemes return to indexation as funding improves
Several company pension funds granted full inflation compensation of 1.34% to members
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FeaturesIPE Expectations Indicator: January 2018
It would be an understatement to say the shine has left the US equity market, given this month’s manager expectation submissions
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News
Risk management high on Portuguese pension funds' radar - WTW
Q3 returns benefit from strong run in equities, euro-denominated bonds
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NewsSwiss pension fund tenders global corporate bond mandates via IPE Quest
Also: SEB Manager Research seeks firm to manage €200m large-cap European equities mandate
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News
UK schemes' equity allocations at all-time low
Data from PPF shows decline in domestic allocations but high points for private equity, property allocations
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News
Spanish pension funds' returns continue in positive territory
Euro-zone equities have been the best performing allocation for Spanish investors this year
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News
IPE Conference: Pension funds returning to buy-and-hold investing
Amin Rajan of CREATE-Research presented his latest European pension survey in Prague
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Features
Fixed income, rates, currencies: Bullish trend surprises markets
Few predicted that so soon after the election of Donald Trump to the US presidency, the stock market would get back into its (post-financial crisis) bullish trend
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FeaturesIPE Expectations Indicator: December 2017
This survey has rarely found such consensus among asset managers as we see in this month’s survey. Virtually no manager expects euro-zone equities to fall or euro bond prices to rise
