How we run our money: Amonis
Tom Mergaerts , CEO of Amonis, tells Carlo Svaluto Moreolo about the Belgian €2.1bn pension fund’s uncompromising investment philosophy
How we run our money: ZVK
Gregor Asshoff (pictured), board member of ZVK, the pension fund for Germany’s construction workers, talks to Carlo Svaluto Moreolo about upcoming asset allocation shifts
How we run our money: PGB
Harold Clijsen CIO of Dutch multi-sector Pensioenfonds PGB, speaks to Carlo Svaluto Moreolo about asset allocation, sustainable investment and member communications
How we run our money: Eni
Carlo di Gennaro, head of global group pensions at Eni, tells Carlo Svaluto Moreolo how the oil and gas company is streamlining its pension strategy
How we run our money: CPEG
Grégoire Haenni, CIO of CPEG, the public pension fund for the Swiss canton of Geneva, explains the fund’s multidimensional approach to asset allocation
How we run our money: Railpen
Andrea Ash (pictured), investment director at RPMI Railpen, tells Carlo Svaluto Moreolo about the UK pension fund’s private markets strategy
How we run our money: APK Pensionskasse
Christian Böhm, CEO of Austria’s APK Pensionskasse, talks about the organisation’s blend of dynamic and long-term investment strategy
How we run our money: Bank of Ireland
Paul Droop (pictured), CIO of the Bank of Ireland’s staff pension scheme, tells Carlo Svaluto Moreolo about his approach to building a shockproof portfolio
On the record: Private credit
As the valuations of traditional credit assets look stretched, we asked two Danish institutions how they invest in alternative credit markets
Strategically Speaking: Generali Investments
A year into Generali’s ambitious growth plan, it looks set to meet its promises
On the Record: Lower yields
After the ECB’s announcement of more QE, we asked two pension funds how they plan to manage the prospect of lower yields
Strategically Speaking: Wells Fargo Asset Management
By his own account Nico Marais is an extraordinarily lucky man. The CEO of Wells Fargo Asset Management (WFAM) is keen to use every opportunity to emphasise his good fortune. In Marais’s modest telling of his own story, his success is thanks to the qualities of others, rather than to his own merits. “It’s the story of my life. I’ve just always worked for amazing people,” ...
On the Record: Emerging markets
We asked two pension funds whether the distinction between emerging and developed markets still makes sense
Strategically Speaking: APG
If people ask Peter Branner why he moved from Sweden to the Netherlands to run the asset management arm of APG he might tell them that he is in effect chief investment officer for more than a quarter of the Dutch population
On the record: China
We asked two pension funds to tell us about the case for investing in China and their experience with investing in the country
Strategically Speaking: Muzinich & Co
We are living in Disneyworld,” says George Muzinich, the CEO and chairman of Muzinich & Co, a New York-based investment manager specialising in corporate credit.
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Briefing: There is still room for growth
Equity investors putting faith in growth stocks – stocks that are priced expensively relative to fundamentals because they are expected to grow fast – received a shock in early September when they sold off sharply.
Briefing: Alternatives to large-cap buyouts
Large buyout funds are a staple ingredient in many institutional pension funds’ private-equity portfolios. Focusing on more diversified private-market strategies could be a better way to achieve return objectives
Briefing: Draghi’s parting gift on ECB stance
If anyone in Europe was left in any doubt on 11 September about the dovishness of the European Central Bank (ECB) under Mario Draghi’s leadership, by close of business on the next day their doubts were surely dispelled. On that day the outgoing president of the ECB unleashed a bout of monetary easing, in an attempt to boost euro-zone inflation from 1% to its target of “below, but close to, 2% over the medium term”.
Briefing: US makes rapid turnaround
Father Christmas delivered a sack of coal to equity markets last Christmas Eve, with the S&P 500 index losing 1.8%, following a three-day slide. Forecasters had previously been expecting two or three rate hikes in December, as Federal Reserve chairman Jerome Powell steered that discussion. He had mistakenly assumed that the economy had not yet reached a normal, ...