All Inflation articles
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Special ReportSpain: New regulation introduces lifestyling
Government pushes through legislation package before elections last July
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FeaturesFixed income, rates & currency: Uncertainty persists
As the major central banks in developed markets reach, or at least near, the end of their hiking cycles, markets, rather than identifying when policy rates will peak, focus is now on the conundrum of just how long these policy peaks will be maintained.
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NewsAlmenni makes 5% nominal H1 return, but inflation means zero real return
Icelandic pension fund says foreign equity prices rose between January and June, while domestic stock prices fell
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NewsSovereign investors reshape portfolios after year of negative returns
Sovereign investors are now more resolute than ever in their ambitions to fund the energy transition
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NewsPFA hails strong first-half returns after piling on US tech stocks
Denmark’s largest pension provider ‘relatively positive’ about second-half prospects
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NewsViewpoint: UK defined contribution market
Many investors nearing retirement are unable or unwilling to take on the volatility associated with a more aggressive portfolio
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Special ReportSpecial Report – Outlook: Europe and the world
Inflation may be losing momentum, thanks to vigorous central bank action, but with a recession on the horizon, it is hard to tell whether the next few months and years will see markets turn around and risk assets begin to perform again. For the time being, CIOs argue for selectivity in stock selection and generally agree that bonds have resumed their diversification role. The main article in our Outlook report features the views of influential CIOs and strategists on asset allocation for the next few years.
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Special ReportOutlook – 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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NewsGerman Pensionskassen with negative results in BaFin’s stress test double
The sudden increase in interest rates represents a risk for Pensionskassen, the regulator warns
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NewsMarket must refocus on inflation, says Spanish insurer MAPFRE
‘Low growth is doing less social damage than inflation,’ says Alberto Matellán
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NewsDACH roundup: WTW warns Swiss schemes to review asset managers, custodians after banking crisis
Plus: DWS starts coal phase-out; German pension funds invest in UN agriculture programme
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NewsPension reform endgame, lower inflation to propel Dutch buyout market
The buyout market for pension funds stalled in 2022, with only one deal concluded
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NewsPrivate market allocations growing, says State Street research
Survey found maximising the potential of data to make more effective decisions is the greatest focus for institutional investors
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NewsIcelandic pension fund returns slump real 12% in 2022
Pension fund association says last year marked by higher domestic and international inflation and turbulent world markets
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NewsNorway SWF loses 14% on assets in 2022 but stages a rebound in January
For first time, NBIM outperforms in a loss-making year
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NewsNordic pension funds tilt equity portfolios to value amid high inflation
Persistent high inflation could cause headaches for some providers, due to inflation-linked benefits - but hopes are high for slower price rises
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NewsUK retirees see 20% increase in expenditure due to high inflation, says association
PLSA updates Retirement Living Standards as inflation adds to cost of retirement
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FeaturesResearch: Pension investing in an inflation fuelled world
Monica Defend and Amin Rajan highlight the big upheavals facing pension investors
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InterviewsPension funds on the record: inspiring confidence in inflationary times
Rising inflation affects portfolio as much as morale, which is why many pension schemes are making extra efforts to advise their members
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NewsAlecta slashes one-off premiums by 7% as higher rates cheapen DB
Swedish pensions giant lowers premiums for PRI redemptions, saying pricing must be based on current market conditions
