All Inflation articles – Page 3
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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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Opinion PiecesViewpoint: 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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News
Alecta 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
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NewsPersistent inflation to raise cost of DB provision, says Swedish lobby
Insurance Sweden says in report that country’s insurance and pension firms still have good financial position despite 2022 stocks slump
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Asset Class ReportsEquities – Investing in the midst of Europe’s gloom
Healthcare and luxury brands are two sectors with potential to stand out in an otherwise gloomy macro environment
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FeaturesUS dollar strength and the issues facing institutional investors
Most central banks across the world are raising interest rates – some more aggressively than others – but it is proving hard for any of them to out-hike the US Federal Reserve. The resulting widening interest rate differentials have been an important factor in the appreciation of the US currency.
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Special ReportProspects 2023: Asset management roundtable
The past year was one of the most challenging ever for institutional investors. Here, asset allocators and others assess the current and future risks to portfolios and identify the opportunities in an environment that remains highly uncertain
