All Portugal articles
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Special ReportPortugal: Sticking to the pension promise
The country’s new government has vowed to increase retirement payments
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NewsSpanish pension funds mirror global market surges with 2.3% return to June 2023
Asset allocation figures show that fixed income still dominates portfolios, although in declining proportions, with an average 55.3% allocation at end-June
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NewsPortuguese pension funds return 1.6% for Q2 2023
Global equities had the highest impact on performance over the quarter, with returns close to 6%, according to WTW
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Special ReportPortugal: Social security surplus funds pension boost
The Socialist government aims to reduce pensioner poverty but faces considerable demographic hurdles
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NewsPortuguese pension funds return -11.4% for calendar year 2022
Average gains of 1.5% in the final quarter of 2022 took Portuguese pension funds to an average -11.4% return for the 12 months to 31 December 2022. In contrast, the three months to September 2022 had produced an average -2.9% return, with a -11.3% return for the 12 months to ...
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Country ReportPortugal: Pension funds navigate uncertain times
Schemes are employing defensive measures to protect against portfolio risk
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Country ReportCountry Report – Pensions in Spain & Portugal (November 2022)
In Spain, the pension sector is giving a cautious thumbs up to workplace pension reform plans, even if they fall short of the industry’s wish list. Top of that list was mandatory auto-enrolment, which won’t now happen. But the planned national so-called Macro-fondo ‘super fund’ has met with general approval. It will be managed by the private sector but supervised by a control committee comprising government, employer and union representatives.
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Special ReportPortugal: Sustainability efforts need to be redoubled
Portugal recognises that past pension reforms mitigated the fiscal effects of an ageing population, but more effort is needed over the coming years
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News
Portuguese pension funds make -3.8% returns in Q1 2022
Most asset classes experienced a difficult first quarter, with equity portfolios generally falling between 3% and 5%
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News
Portuguese pension funds return 5.1% for calendar year 2021
The results for Q4 2021 were a combination of very strong equity returns – particularly from US equities – and low, or negative, returns from bonds
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Special ReportPortugal: Social security fund targeted as COVID bites
Many retirees continue to receive pensions below the poverty line as Portugal continues to turn grey
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News
Portuguese funds’ Q1 gains boost post-lockdown returns to 13.1%
Most pension fund managers in Portugal hold durations slightly below benchmarks
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Portuguese funds claw back COVID-19 losses with 2.3% return for 2020
2020 saw ‘huge’ interest in hedging interest rate risk
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New law ups governance requirements in Portugal
Portuguese occupational pension funds returned an average 5.9% over the second quarter of 2020
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Special ReportPortugal: Low savings rates heighten long-term challenges
A new flexible pension regime will encourage members to retire early
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News
Iberia roundup: Spanish funds make ‘significant’ recovery after March rout
Plus: Portuguese funds pull back -8.1% Q1 loss
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News
Portuguese pension funds return 8.2% before COVID-19 hit
Schemes had an allocation to debt of up to 64% in 2019
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Country ReportPortugal: In search of higher yield
Asset allocation strategies remain largely unchanged and the search for yield broadens out
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Country ReportGulbenkian Foundation: Green credentials
The Calouste Gulbenkian Foundation is realigning its portfolio to meet green requirements
