Markets – Page 4
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NewsRising rates wipe out asset gains as Dutch pension returns fall to -2.9%
HAL pension fund, the €166m pension scheme of the owner of FD Mediagroep (IPE’s parent company) returned 14%
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AnalysisIPE DACH Briefing: Germany’s third-pillar shake-up draws new entrants to pension market
Plus: German Pensionskassen are looking to pool assets to access specialised investment strategies
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AnalysisIPE ESG Briefing: BP fast becomes proxy voting season’s key flashpoint
Plus: research from OxProx shows that ‘asset owners show materially greater support for ESG and shareholder-initiated proposals’
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NewsStandard Life acquires Aegon to create £480bn powerhouse
Transaction establishes Standard Life as UK’s second largest workplace pensions platform by assets, adding £74bn assets under administration and 2.1 million customers
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NewsGermany’s pension reform to intensify competition and reshape market dynamics
DWS expects fierce competition and warns against state role following Germany’s third pillar pension reform rollout
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NewsDutch pension funds hedge equity exposure in run-up to Iran war
Pension funds Foodservice, DHL and Gasunie hedge equities ahead of DC transition in the Netherlands, but strategies diverge sharply amid geopolitical volatility
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NewsWarburg Pincus launches European defence platform to tap structural growth
Private equity firm targets security and resilience sectors amid rising European defence spending needs
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AnalysisInvestors grapple with corporate climate lobbying amid sustainability pullback
More investors may be seeing the importance of scrutinising corporate lobbying, but they now have to face European companies reining in sustainability ambitions
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NewsFCA ESG ratings plans attract support but raise concerns over scope
Industry supports FCA oversight of ESG ratings providers but raises concerns over scope, burden and implementation
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NewsGerman government, KfW Capital back €1bn Growth Fund II for start-ups
The fund is anchored by €200m from KfW Capital and €120m from the German government
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NewsPension capital taps UK venture via British Business Bank growth fund
Aegon UK, Cushon Master Trust, M&G and the British Business Bank commit £200m to UK venture capital
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AnalysisFixed income, rates, currencies: markets on high alert for inflation spike
The US-Iran conflict might not cause the inflation surge seen in 2022, but higher prices and weaker economic growth are possibilities
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AnalysisMacro focus: US Fed faces balance sheet reduction trilemma
US Fed chair nominee Kevin Warsh says the US economy needs lower rates and that the Fed needs a smaller balance sheet at the same time
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AnalysisCharts watch: supply chain pressures, US Treasury market, EU unemployment
Volatility has taken hold of the US Treasury market, but inflation forecasts are not moving upwards so far
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AnalysisCharts watch: fertiliser prices, European industrial production, China’s GDP
Inflation caused by the Middle East conflict is felt in commodities markets, as financial conditions tighten and industrial production slows down
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AnalysisGlobal economy tested by Iran war
Markets and central banks are viewing the supply shock as having a greater impact on inflation than on growth – for now
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AnalysisMacro focus: the productivity puzzle
Productivity growth will stay at the mercy of macroeconomic forces, but technology adoption will remain as important as ever
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Opinion PiecesGreece’s recovery: a work in progress
Things have change materially since the dark days of 2015, when Greece was on the verge of leaving the EU – but there is still a lot of catching up to do
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NewsDigital-first rivals push German consultants to adapt amid pension reforms
Germany’s pension reforms accelerate digital and hybrid consulting as neo-brokers capture growing investor demand
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NewsAEIP flags cost, complexity concerns over EU IORP II revision
The association criticises EU pension reform, warning new rules could burden paritarian IORPs without adding member value
