IPE's Spain & Portugal Coverage – Page 3
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NewsSpanish 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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InterviewsExit 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 ReportSpain: 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 ReportPortugal: 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
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NewsQ1 losses could erode 2019 returns for Spanish funds, says Mercer
Q1 2020 returns of between -8% and -15%
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News
Portuguese pension funds return 8.2% before COVID-19 hit
Schemes had an allocation to debt of up to 64% in 2019
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News
Pensions Caixa 30 appoints new chair
Noteworthy appointment in the pension industry due to the chair’s derivatives-focused background
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News
Spanish funds Q3 return boosted by soaring markets
Equity performance has been extraordinary, with double digit performance in all asset classes
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Country ReportSpain: The tide turns
Investors hope that this month’s general election brings much needed stability to a faltering economy
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Country ReportPortugal: In search of higher yield
Asset allocation strategies remain largely unchanged and the search for yield broadens out
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Country ReportGulbenkian Foundation: Green credentials
The Calouste Gulbenkian Foundation is realigning its portfolio to meet green requirements
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FeaturesSpanish pension industry presents inaugural Aldecoa memorial awards
The Spanish pension fund industry gathered in Madrid last month to remember Jon Aldecoa, and to launch awards named after him.
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Spanish funds continue climb with second-quarter return
Strong markets boosts returns but Willis Towers Watson warns that high fixed income allocations may have to be reduced
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Market bounce boosts second-quarter gains for Portuguese funds
Strong relative investment performance was not enough to compensate for rising liabilities, according to Willis Towers Watson
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Special ReportPortugal: Scene set for broad changes
Pension reform advances with new rules and proposals by the Portuguese government
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Special ReportSpain: Reforms on hold
Chronic political instability has turned attention away from pension reform while features of previous legislation have been undone
