All Inflation articles – Page 6
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NewsGerman investors prioritise ESG, sustainability criteria
Plus: Private credit remains solid despite volatile market
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News
Position for risk of long period of inflation, says APG chief economist
‘Investors cannot sleep easily even if central bankers probably will control inflation’
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Special ReportSpecial Report – Outlook
It’s hardly news that inflation is high on asset owners’ minds right now. We asked eight seasoned asset allocators, CIOs and strategists the same question: how do you rate the chances of stagflation? And what to do about it?
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Special ReportOutlook: The search for safe havens
Are we heading for stagflation and how should institutional investors prepare?
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Special ReportOutlook: Investors grapple with inflation and rising rates
The asset allocation options available to institutional investors in such uncertain times are few
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Special ReportFour challenges for asset managers
Leading figures respond to key questions on ● Investment strategy ● ESG
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Special ReportTop 500 Asset Managers 2022
The emergence of persistent higher inflation, China’s zero-COVID policy, stress on global supply chains, and Russia’s Ukraine war all suggest that the asset total of this year’s IPE Top 500 Asset Managers Guide represents a high water mark.
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News
UK pension funds predict higher inflation for longer
A difficult road ahead, with recession on the horizon, economists predict
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NewsBoE warns of challenges from war in Ukraine
Depressed equities, costs from migration, supply chain disruption and high inflation are some of the issues with which pensions must grapple
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NewsSwiss Pensionskassen prepare to face rising interest rates, inflation
The war in Ukraine has caused a ‘significant setback’ for the performance of pension funds in the first months of the year, said Complementa’s CEO
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News
‘Potentially difficult decisions ahead for DB schemes if inflation stays high’
Most DB pension payment increases in UK are capped at 5%, lower than the current rate of inflation
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NewsPFA reports 4.3% Q1 loss despite help from inflation hedging, property
Danish pensions giant says rising interest rates hit average-rate segment return, but reduced liabilities
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News
Austrian Pensionskassen take return hit from Ukraine war in Q1
Last year’s performance was more positive: in 2021, Austrian Pensionskassen recorded returns of 7.62%, and Vorsorgekassen of 4%
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NewsPension funds turn to alternatives for inflation protection
84% of pension schemes at least moderately concerned inflation will erode ability to reach their investment objectives
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News
Take account of stagflation in ALM studies, say consultants
The likelihood of stagflation has risen, but still insufficient funding ratio prevent pension funds from taking appropriate action
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News
Solidarity buffer to absorb inflation shocks in new Dutch pension system
The exact rules that govern the additional measure still have to be worked out
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FeaturesUkraine & Russia: Asset allocation and investing in a time of war
It is a well-known fact that geopolitical events have no lasting impact on financial markets. However, Russian president Vladimir Putin’s decision to wage war on Ukraine has forced institutional investors to reassess their strategies. While stock market indices tend to recover fairly soon after the initial shock of a geopolitical event, the conflict between Russia and Ukraine has potentially wide-ranging consequences beyond a sudden spike in volatility.
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Opinion PiecesViewpoint: Inflation – becoming yesterday’s story
Although fears of an inflationary spiral may seem justified, a deeper analysis suggests otherwise
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News
Nordic pension funds expect ECB tightening as war adds to inflation
AP4 sees ECB hike to zero as likely this year; Veritas says central bank may have no other choice than to tighten
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NewsGermany roundup: Munich Re exits Russian market
Plus: Pension investors should prepare for high volatility and inflation, says Mercer
