All Inflation articles
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FeaturesFixed income, rates, currencies: Markets rocked by Trump’s sweeping tariffs plan
The world’s economy enters a new phase as the US administration escalates towards a global trade war, raising the prospect of a US recession and crashing global financial markets
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FeaturesFixed income, rates, currencies: Trump’s tariff announcements weigh on sentiment
As tariff announcements garner huge amounts of media attention, financial market reactions have been muted. Participants are trying to beat off tariff fatigue and assess the best path through all the smoke and mirrors.
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NewsBelgian pension reform: €1.5bn in extra pension contributions
For the Belgian pension federation PensioPlus, the introduction of a minimum pension contribution of 3% is not enough
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NewsSwiss pension funds make the case for gold allocation in bull market
Swiss schemes usually hold between 3% and 5% of total assets under management in gold
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NewsPension funds foresee increased risk to assets and liabilities in 2025
77% of pension fund executives surveyed by Ortec Finance say they expect the coming year to bring an elevated risk profile
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Opinion PiecesViewpoint: The new market reality requires a total portfolio approach
In this new era of lower returns with higher risk, investors must rethink how they balance risk, liquidity and returns with greater discernment and due diligence
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NewsEIOPA: Pension risk stable, market risks still key concern
Geopolitical tensions are reshaping global dynamics, heightening concerns about declining international cooperation and escalating risks and uncertainties
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Asset Class ReportsEurope investment outlook: Search for opportunities amid the gloom
We asked fixed-income managers for their views on Europe’s outlook as Germany and France grapple with structural challenges and political uncertainty.
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NewsInvestors weigh priorities in face of uncertain markets
Selective opportunities in private markets and medium-term risks in the US despite the current post-election bull market
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Special ReportProspects for 2025: Pension investors identify risk scenarios
High equity valuations and a possible return of inflation, caused by geopolitical tensions and US policy, have European pension funds worried
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NewsSwiss social democrats, unions lay out vision to change second pillar pension system
Measures to close pension gaps, especially for women, are expected
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Special ReportIndia makes its debut in key government bond index
Their inclusion in the JP Morgan index makes government bonds more accessible to foreign investors
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NewsSwedish municipal pensions debt surged amid inflation shock
Municipalities and regions in Sweden recorded a SEK42bn rise in their total pension debt last year, according to latest report from pension provider
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NewsChanging macro environments lead to asset allocation shift for SWFs
SWFs are actively reassessing their asset allocation strategies, seeking to reduce their exposure to duration risk, says Invesco report
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NewsEIOPA: European occupational pensions sector ‘remains resilient’
… but still sensitive to monetary policy developments
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AnalysisSwiss-based managers assess potential of emerging investment opportunities
Switzerland-based asset managers share insights on investments with a view to the latest trends in the pension industry
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NewsIreland’s Pensions Authority launches trustee guidance on liquidity risk
The Authority’s guide highlights LDI, leveraged LDI, sale and repurchase agreements, swaps, currency hedging and inflation hedging as strategies to look out for
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NewsUK DB schemes concerned over increasing volume of regulatory pressures
Russell Investments research shows that DB schemes’ concerns over regulation have more than doubled since autumn/winter 2022
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NewsEmployers tackle volatility by offering more secure ‘cross border’ pension plans
The number of IPPs and ISPs plans in countries with challenging circumstances increased from 54 in 2019 to 126 in 2024
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NewsSwedish, Finnish real pension returns hit hardest by inflation last year
Finnish Centre for Pensions uses average monthly inflation figures to compare real pension investor returns, revealing Sweden and Finland were worst hit in international comparison
