All interest rate risk articles
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NewsDutch hospitality industry fund ups interest rate hedge in run-up to DC switch
Pensioenfonds Horeca & Catering will be one of the first pension funds to switch to a DC arrangement on 1 January 2025
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AnalysisDutch pension funds keep increasing interest rate hedges
Funds increasingly want to protect their funding ratios in the run-up to the pension transition and see an opportunity to lock in rates at current high levels
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NewsPortuguese pension funds return 1.6% for Q2 2023
Global equities had the highest impact on performance over the quarter, with returns close to 6%, according to WTW
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NewsAPK Pensionskasse holds equity strategy, while eyeing private debt
APK plans to further develop its sustainable investment approach in the fourth quarter of this year
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NewsDACH roundup: BaFin approves Complementa’s advisory services in Germany
Plus: Pension liabilities of Swiss largest firms shoot up; German Pensionskassen free from additional guarantee reserves
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NewsGerman schemes could face further liquidity risks
Substantial rating downgrades of securities held by German investment funds could lead to high outflows
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NewsDutch pension funds lose 8.6% on real estate investments in 2022
Stripping out the currency gains, losses on listed real estate would have amounted to 26.5%
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NewsBank of England’s latest rate hike could have knock-on effect for DC savers
However, rising interest rates are good news for those thinking of using their retirement savings to purchase a guaranteed income in the form of a lifetime annuity
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NewsSwiss canton changes technical aspects of pension plan
blpk has decided to increase its technical interest rate to 2.25%, from the previous 1.75%
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Opinion PiecesViewpoint: China - Reopening should drive growth
After a year of anaemic growth – by China’s standards – we expect a recovery in Chinese economic activity to gradually take place in 2023
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NewsSwiss Pensionskassen could face risk of exiting illiquid investments
Ongoing global uncertainty poses challenge for pension funds that are underfunded or have not accumulated fluctuation reserves, says PPCmetrics
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NewsInterest rate rises propel Dutch pension fund losses to record high
Pension funds in the Netherlands lost some €300bn on their interest rate hedges in 2022, according to estimates
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NewsBaFin warns of sinking reserves for Pensionskassen with higher interest rates
The regulator has identified six main risks for 2023 in its latest risk report
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NewsSwiss Federal Council keeps interest rate on pension assets at 1% as bond yields rise
The increase of yields on Swiss bonds played an essential role in the decision
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NewsVBV Vorsorgekasse shifts to defensive strategy in challenging markets
The scheme moved away from risky assets, especially credit and equity, which were gradually reduced
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NewsDB members could miss out on pension income amid inflation hike
DB pension scheme members could miss out on £25k worth of pension income due to inflation caps
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NewsEuropean supervisory authorities warn of risks and vulnerabilities in EU financial system
Advising financial institutions and supervisors to continue to be prepared for a deterioration in asset quality
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NewsInarcassa shifts to corporate bonds with higher ESG rating
This summer the scheme recorded returns of -7% amid increased volatility in financial markets
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NewsECB prioritises tackling inflation with historic rate hike
Bank likely to raise interest rates by a further 50 and 25 basis points in the next two meetings before year-end
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NewsPMT interest rate hedge increase backfires
The fund’s accountability body voiced surprise about the move
