Investor Strategy – Page 99
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NewsGreat rotation from bonds to equities a 'myth', says JPMAM
EUROPE – Money flowing into equities from cash reserves rather than fixed income, CIO says.
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NewsSwiss pension funds shifting focus towards emerging market debt
SWITZERLAND – Schemes still unsure how best to manage strategies, expert warns.
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NewsFinancial instability shifting from banks to pensions - IMF
GLOBAL – New report warns current activist central bank policy must be carefully unwound.
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NewsCyprus may revoke deposit protection for institutional clients
CYPRUS – Aon Hewitt notes country's parliament may backtrack on decision to protect from haircut.
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NewsWelsh local authority funds mull joint investment strategies
UK – Report by Society of Welsh Treasurers rules out fund merger, suggests collaboration.
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NewsPension capital a threat to reinsurers, finds Willis report
GLOBAL – Report by Willis Re notes strong inflows into reinsurance market from pension funds.
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NewsEDHEC survey shows growing demand for 'actively managed' ETFs
EUROPE – Institute's survey, however, points to confusion over products' definition.
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NewsFrench pension fund UMR on lookout for new majority stakeholder
FRANCE – Scheme likely to replace outgoing CEO Charles Vaquier once shareholder is found.
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NewsEuropean Commission unveils Green Paper on long-term financing
EUROPE – Stresses importance of ensuring prudential rules do not discourage long-term financing.
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Investors still 'nervous' about rotation into equities
GLOBAL – Barnett Waddingham says clients taking profit ‘whenever they can’.
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NewsSovereign wealth funds to increase real estate, infrastructure exposure
GLOBAL – Funds continue to focus on direct investment in significantly sized assets.
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NewsEuropean pension funds planning to increase ETF exposure
EUROPE – Survey respondents cite vehicle's ability to invest in emerging market corporate debt.
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Legg Mason to launch infrastructure debt fund
UK – Launch follows similar moves recently made by Allianz Global Investors, BlackRock.
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NewsMIPIM RE-Invest: Pooled funds back in favour with investors
GLOBAL – KPMG survey results unveiled at summit for sovereign wealth funds, pension funds.
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Former BoE deputy governor predicts 'different sorts of QE'
UK – Canadian Mark Carney’s arrival will see further monetary activism, predicts Sir John Gieve.
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UK roundup: Cardano, PIC, Institute of Cancer Research
UK – Cardano sees pension smoothing as backwards step for UK, obscuring picture of scheme health.
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NewsFrontier markets require 'leap of faith', says RPMI
UK – Head of strategy says railway pension fund approaches emerging markets 'thematically'.
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NewsLothian dismisses social housing over returns, reputational risk
UK – Scottish local authority fund says returns do not fit with its approach as growth investor.
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NewsPension funds planning new FoHF investments – report
GLOBAL – Preqin report cites FoHFs' long-term investment horizons.
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NewsDanish pension fund ATP on verge of 'reuniting' alpha, beta investments
DENMARK – No plans to seek new external managers for investment portfolio, CIO says.




