As the valuations of traditional credit assets look stretched, we asked two Danish institutions how they invest in alternative credit markets
After the ECB’s announcement of more QE, we asked two pension funds how they plan to manage the prospect of lower yields
We asked two pension funds whether the distinction between emerging and developed markets still makes sense
We asked two pension funds to tell us about the case for investing in China and their experience with investing in the country
We asked two pension funds to share their views about investing in Europe at this crucial juncture for its economy
We asked two European pension funds how they view, and invest in, the hedge fund sector at a time when volatility is structurally low
Dmytro Sheludchenko of Sweden’s AP1 buffer fund explains how it constructs and manages its factor-investing portfolios
We asked European pension funds whether they see value in investing in UK assets. Despite the uncertainty regarding Brexit, most still see opportunities in the long term
Tom Mergaerts , CEO of Amonis, tells Carlo Svaluto Moreolo about the Belgian €2.1bn pension fund’s uncompromising investment philosophy
A year into Generali’s ambitious growth plan, it looks set to meet its promises
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
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,” ...
Harold Clijsen CIO of Dutch multi-sector Pensioenfonds PGB, speaks to Carlo Svaluto Moreolo about asset allocation, sustainable investment and member communications
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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.
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
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”.
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, ...