All Inflation articles – Page 8
-
Special ReportOutlook: New challenges await
Inflation rising above central bank targets in both the US and Europe threatens the global economy as it recovers from the shock of COVID-19. The impact on interest rates and growth is unclear, leaving investors with a dilemma on their hands. Should they continue to maintain a risk-on stance or raise their defences against potentially higher volatility throughout next year? At this time of uncertainty, IPE asked a selection of CIOs and strategists to comment about their asset allocation priorities for 2022 and beyond
-
FeaturesResearch: DB plans caught in a Catch 22
Pascal Blanqué and Amin Rajan argue that a toxic confluence of demographics, regulation and interest rates are undermining the finances of pension schemes
-
News
Swedish PFs tell of COVID toll, rising interest rates, benefiting clients
Reduction in DB premiums due to rising interest rates in 2021 and good return on asset side, says Alecta’s head of product
-
News
Healthy UK DB schemes expect to fund 98.3% of accrued benefits
LCP calls on DB schemes to pay more attention to inflation
-
AnalysisAnalysis: Nordic pension funds see soft landing for inflation, but remain wary
AP1 expects opportunities to arise, while Oslo PF chief has ‘never been so concerned’
-
NewsDutch pension funds see no need to tackle inflation risk
Some funds think they are sufficiently protected already while others believe rising interest rates will protect their funding ratios
-
NewsSwitzerland adjusts mandatory second pillar pensions to inflation from 2022
An adjustment of 0.3% will apply from 1 January 2022
-
Asset Class ReportsInflation report – Pension funds riding the wave
As the outlook for inflation becomes increasingly cloudy, European institutional investors try to focus on long-term trends
-
Asset Class ReportsOutlook: Inflation naysayers versus the Comeback Kid
The effect that even moderate levels of inflation can have on investments means its possibility should not be treated lightly
-
News
Akademiker CIO rejects tilting portfolio to equities, despite inflation
Danish pension fund reports 5.69% return for H1 2021
-
News
AP4 chief warns of markets ‘tug of war’ between growth/inflation views
First of Sweden’s biggest national pension funds to report posts 10% first half return
-
Opinion PiecesViewpoint: Time to start rebalancing portfolios
A whiff of ‘stagflation’ – meaning an economic slowdown accompanied by higher inflation – could soon be wafting into financial market
-
NewsPensions Congress: Execs rethink strategic paradigm to face new challenges
Asset managers will have to ‘diversify portfolios in a robust way’ and will have to shift the focus on how to manage new ‘risky assets’ to reduce volatility
-
News
Pension investors put faith in central bankers to handle inflation
Inarcassa, Danica Pension CIOs tell IPE Summer Pensions Congress they’re confident about monetary policy, but Mondrian warns on debt burden
-
News
Pension funds foresee price increase in precious metals – study
Metals such as palladium, copper and nickel are vital for the transition to a sustainable and greener economy
-
News
Swiss pension funds can benefit from higher inflation
The economic funding ratio would increase for most Swiss pension funds
-
News
UK pension funds seek judicial review of inflation measure reform
BT, Ford and Marks & Spencer pension schemes believe ’far-reaching implications not fully considered’
-
News
DACH pension funds prepare for potential inflation hike
SBB expects inflation to rise over the next one to two years but to a limited extent, while interest rates will level off at a slightly higher level than today
-
NewsRailway company Deutsche Bahn sets €1.1bn aside for pension liabilities
Plus: German actuaries call for lower guarantees (again…); IFA, Union Investment study on inflation-returns link
-
News
Dutch pension funds undisturbed by rising inflation
Some pension funds have shown increased interest in inflation-linked bonds to hedge against inflation risk
