Investor Strategy – Page 5
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AnalysisAGM 2025 predictions: DEI battles amid a stewardship ‘recession’
PRI, ShareAction, Morningstar and climate experts share their AGM 2025 predictions and what it means for the future of shareholder engagement
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NewsM&G launches LTAF for UK DC pension funds
The LTAF approval is a significant step in M&G’s ambition to grow its £73bn private markets business
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InterviewsDenmark’s PFA moves equities closer to benchmark but stays active
Danish commercial pensions heavyweight puts more equity risk into customer profiles, continuing Danish journey to market-rate pension saving
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NewsDenmark’s PFA reduces equities overweight ahead of Trump’s tariffs
Copenhagen-based pension fund still sees global economy as strong enough this year to support positive stocks development
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NewsAlecta aims to become industry leader in risk management, after review
Swedish pension overtaken by AP7 as Sweden’s largest pension fund
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NewsBrunel urges UK government to put forward investment proposals for LGPS
Brunel Pension Partnership has deployed £8bn into private markets over the last seven years
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AnalysisTrump’s dream sovereign wealth fund could draw co-investors, if it avoids the pitfalls
Norway’s investment strategy could be ‘far too modest’ for the proposed new US sovereign fund
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NewsTPT Investment Management launches £170m global credit opportunities fund
This is the sixth fund in a series of seven planned launches of new collective investment vehicles, designed by TPTIM for UK pension schemes
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AnalysisHow investors can access fairly-priced ‘portable alpha’ strategies
Combining long/short active management with traditional equity exposure, a strategy known as ‘portable alpha’, can generate outperformance, but it needs to be implemented in an innovative and accessible way
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NewsTPT Investment Management launches £720m investment grade bond fund
This is the fifth of TPTIM’s seven planned fund launches
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NewsUK master trusts push illiquid allocations into domestic markets
Majority of providers looking to scale up illiquid investment will do so using external managers, says Isio
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NewsCitrus Pension Plan picks Russell Investments as implementation partner
Russell Investments will deliver investment strategy across Citrus’s £300m investment portfolio
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NewsPension funds foresee increased risk to assets and liabilities in 2025
77% of pension fund executives surveyed by Ortec Finance say they expect the coming year to bring an elevated risk profile
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Opinion PiecesViewpoint: The new market reality requires a total portfolio approach
In this new era of lower returns with higher risk, investors must rethink how they balance risk, liquidity and returns with greater discernment and due diligence
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NewsNEST takes 10% stake in Australia’s IFM with £5bn private markets commitment
UK’s NEST joins 16 Aussie super funds, taking 10% ownership stake in IFM’s holding company
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NewsEthos excludes Tesla shares from own funds raising governance issues
‘Musk is now part of an administration that wants to somehow fight Tesla’s own product, it is a contradiction,’ Ethos CEO Vincent Kaufmann says
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NewsGenerali Italia boosts investments in domestic private assets to €4.7bn
Increasing investments in the domestic economy are linked to the growth of the supplementary pension sector
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InterviewsEuropean pension funds on investing in their home market: a delicate balance
Pension funds in Europe have been reducing their allocation to European assets, especially listed ones. While valuations may be attractive, there is little else to convince them to raise their investments in their home market
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NewsNorway SWF underperforms index in 2024, hampered by allocation and real assets
‘Insurance is always expensive if your house doesn’t burn down,’ says Tangen
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NewsAPG and Rabobank invest €800m in new impact loans
The investment has been made through Colesco Capital, a new Rabobank-owned investment platform with a focus on sustainable corporate loans
