IPE's Spain & Portugal Coverage – Page 2
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News
Spanish funds’ COVID recovery firms up with 10% returns to Q3
Total AUM for the Spanish occupational pensions sector stood at €37.1bn
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Country Report
Country Report – Pensions in Spain (November 2021)
Spain is moving ahead with pension reforms but there is little indication about the future shape of the second pillar. Our report also assesses Spanish pension investment strategies
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Country Report
Pension reform: Second pillar in limbo
Spain pushes ahead with pension reform but there is little indication of the likely shape or timing of the second pillar
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Country Report
Asset allocation: Homework pays off
Spanish pension funds are reaping the benefits of portfolio diversification and sustainability investing
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News
COVID recovery consolidates as Spanish funds return 10% to Q2
‘Within alternatives, absolute return is the asset class which has increased its exposure by the greatest percentage,’ Mercer says
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Special Report
Portugal: Social security fund targeted as COVID bites
Many retirees continue to receive pensions below the poverty line as Portugal continues to turn grey
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Special Report
Spain: First phase of pension reform finally kicks off
Government and social partners agree on a package of measures after a decade of discussion
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News
COVID recovery sparks 13% return for Spanish funds
For the first time, equities have become the largest individual domestic asset class
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News
Spanish government planning auto-enrolment pension system
The new Spanish public pension fund will be government-sponsored but privately run in terms of fund management and administration
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News
Portuguese funds’ Q1 gains boost post-lockdown returns to 13.1%
Most pension fund managers in Portugal hold durations slightly below benchmarks
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News
Spanish funds end 2020 on upswing with 1.5% return
Q4 figures brought the average annualised return for Spanish occupational funds to 2.54% for the five-year period
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News
Portuguese funds claw back COVID-19 losses with 2.3% return for 2020
2020 saw ‘huge’ interest in hedging interest rate risk
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News
Spanish Supreme Court orders dividend tax refund to Canadian pension fund
Several European pension funds have already won cases to claim back dividend withholding tax from Spain
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Interviews
Exit Interview: Jordi Jofra - Still thinking outside the box
It is well into Spain’s lockdown and Jordi Jofra is ensconced in a village 40km from his former office in Barcelona. One of his lockdown boxes ticked has been to finish reading Men without Women, Haruki Murakami’s best-selling collection of short stories on men and alienation – perhaps appropriate for the times.
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Country Report
Spain: COVID triggers reviews
Nothing could have prepared Spain for the turmoil of 2020
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News
New law ups governance requirements in Portugal
Portuguese occupational pension funds returned an average 5.9% over the second quarter of 2020
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News
Sharp rebound in Q2 for Spanish pension funds
The median return from April to June was 5.2%, with some funds achieving around 9%, and no funds reporting negative returns
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Special Report
Portugal: Low savings rates heighten long-term challenges
A new flexible pension regime will encourage members to retire early
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News
Amundi completes Sabadell Asset Management acquisition
Acquisition adds around €21bn to Amundi’s assets under management
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News
Iberia roundup: Spanish funds make ‘significant’ recovery after March rout
Plus: Portuguese funds pull back -8.1% Q1 loss