Latest analysis – Page 15
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NewsWhat does Thames Water’s valuation dip mean for UK pension funds?
Earlier this month USS cut the value of its investment in Thames Water from £956m to £364.4m
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News
What the EU’s new due diligence law means for investors
CS3D will affect investors in several ways even though they will not, at least initially, face due diligence requirements on financial assets
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AnalysisMansion House Compact: spotlight on Mercer
Mercer joined the Mansion House Compact in July 2023 as one of the first signatories, committing to allocating at least 5% of its default funds to unlisted equities
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AnalysisDutch pension funds keep increasing interest rate hedges
Funds increasingly want to protect their funding ratios in the run-up to the pension transition and see an opportunity to lock in rates at current high levels
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Book ReviewBook review: The Financial Markets of Ancient Egypt – Risk and Return
“If men could learn from history, what lessons it might teach us. But passion and party blind our eyes.”
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AnalysisSustainable finance: outlook and trends for 2024
Transition finance is expected to be one significant theme in 2024 as net-zero regulations come into force
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AnalysisNet zero marks the second era of climate finance
Monica Defend, Vincent Mortier and Amin Rajan discuss progress and holdups on the global journey to net zero
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AnalysisHigh stakes as pension funds take on Tesla
A group of Nordic pension funds is tentatively standing up to Elon Musk’s electric car giant, in reaction to a labour dispute at Tesla in Sweden. The strike at the end of October by 130 Tesla workers affiliated with IF Metall led to a wave of sympathy strikes which spread to Norway, Denmark and Finland.
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Opinion PiecesIBM revives defined benefit pensions in the US
This January 2024 marks an important turning point in the US retirement industry. Technology giant IBM, which has always been seen as a bellwether of American business practices, is keeping its 401(k) plan, but will stop matching contributions of up to 6%.
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Opinion PiecesAustralia's super funds strengthen their voice
A new superannuation advocacy body has been established in Australia. Known as the Super Members Council of Australia (SMC), it will become the voice of Australia’s rapidly-growing profit-to-members super funds.
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AnalysisGerman companies rethink occupational pension plans
German corporates reorganise their pension plans in a bid to win over talent, fight skilled workers shortage, and exploit opportunities for a flexible transition to retirement
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AnalysisFCA did not consider UK pension funds concerns over listing regime
The Authority set out proposals to make UK listing regime ‘more accessible, effective, and competitive’
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AnalysisCDU pension plans leave open questions
Draft party programme tackles retirement age and life expectancy, but falls short on specify details
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NewsCOP28: Fossil fuels reference ‘a key signal to asset owners’
Final text also includes welcome recognition of importance of ‘enabling policy framework’
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InterviewsExit interview: Oliver Morley, Pension Protection Fund
Oliver Morley leaves the PPF in December to join Money and Pensions Service
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AnalysisCOP28: A choice between conflict and cooperation
Arab financials are ideal partners for European pension funds and investors, writes energy market expert Cyril Widdershoven
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InterviewsABP is too big to be an active investor, says president
The Netherlands’ largest pension fund is switching from an all-active investment strategy to index investing
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AnalysisShock Dutch election result throws pension reform into doubt
The election’s big winner PVV wants to scrap the new pension law and retain a defined benefit system
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AnalysisGrandfathering option will make Dutch pension transition successful, says Agnes Joseph
The pension actuary turned politician has made the pension reforms a prominent topic in the campaign for parliamentary elections to be held this Wednesday
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AnalysisConcerns grow over fate of EU sustainability due diligence law
One of the biggest battlegrounds for the CSDDD is proving to be the inclusion of the finance sector





