All Inflation articles – Page 3
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Opinion PiecesInvestors should focus on debt sustainability
The good news for institutional investors as 2024 approaches is that central banks seem to have accomplished something remarkable. Inflation is falling in the US and Europe after rising to levels not seen for decades, thanks to what have been among the fastest and sharpest rate hikes. Economic growth has held up, at least in the US. Many economists expect a soft landing there, and a mild recession in Europe.
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Special ReportProspects special report 2024: CIOs on what awaits investors
Asset management CIOs and strategists answer key questions about investment for the 12 months and beyond
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NewsDutch pension funds allowed to index pensions above inflation
Funds will be allowed to provide more indexation than the actual rate of inflation this year, if they did not give full indexation last year
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NewsInflation hits occupational pensions in Germany, says Deloitte
Inflation is having a bigger impact on employees than the COVID-19 pandemic and the war in Ukraine
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NewsSampension sticks to cautious equity tactics, with central banks in a bind
Danish labour-market pensions firm regrets early roll-back of equities exposure
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NewsItaly’s managers union starts legal action against INPS and government
CIDA has filed seven lawsuits for a law blocking full adjustment of pensions to inflation
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NewsPFA’s chief strategist sees market upturn despite mood-driven summer dip
Denmark’s largest commercial pensions firm ‘glass half full’ on late 2023 market outlook, said Choi Danielsen
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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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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
