IPE’s columnists and guest writers dig into the hot topics for the pensions and investment industries with thoughtful commentary and reaction from around the world
The final two months of 2023 saw a return to form for global fixed income and equities, with respectable single and double-digit numbers in each case. After a false start in early 2023, at least for a multitude of asset forecasters, bonds were finally back in the final months of last year.
The pressure on pension funds to invest in domestic assets never fades. Certain countries, notably in Northern Europe, have dealt with it better, for historical and cultural reasons.