The political and economic uncertainty surrounding Turkey and Argentina is distracting investors from the sound fundamentals to be found elsewhere across the asset class
Investors see the outlook for the asset class as positive in the medium term but riskier in the short term
Many foreign investors fail to grasp the transformation of China’s bond markets
Opinions differ sharply on the sustainability of emerging market debt
Watchdog says auditors face ‘significantly stronger requirements’
Coverage ratio down by four percentage points in third quarter, consultancy reports [updated]
Outside the realm of US public pension plans, where generous return assumptions and inflated discount rates are common, the medium and long-term outlook for asset classes is of serious importance to most pension funds.
Anyone who back in 2008 had accurately predicted what monetary policy would look like today would certainly have been regarded as unhinged.
Our report this month on management and outsourcing discusses how pension funds must increasingly rely on external organisations to analyse their portfolios, particularly from a cost perspective.
After the ECB’s announcement of more QE, we asked two pension funds how they plan to manage the prospect of lower yields
Gregor Asshoff (pictured), board member of ZVK, the pension fund for Germany’s construction workers, talks to Carlo Svaluto Moreolo about upcoming asset allocation shifts
By his own account Nico Marais is an extraordinarily lucky man. The CEO of Wells Fargo Asset Management (WFAM) is keen to use every opportunity to emphasise his good fortune. In Marais’s modest telling of his own story, his success is thanks to the qualities of others, rather than to his own merits. “It’s the story of my life. I’ve just always worked for amazing people,” ...
We asked two pension funds whether the distinction between emerging and developed markets still makes sense
Harold Clijsen CIO of Dutch multi-sector Pensioenfonds PGB, speaks to Carlo Svaluto Moreolo about asset allocation, sustainable investment and member communications
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