White papersEmerging Markets Debt Under Trump 2.0
EMD has been more resilient after November’s election than it was after the 2016 result—so, what has changed, and will this resilience last?
White papersNavigating the Health Care Industry in Trump’s Second Term
As President-elect Donald J. Trump prepares for his second term in office, the health care industry is poised for a period of potential change, despite his relative silence on policy details. In this case, personnel may make a major difference, and, in our view, investors should prepare for a landscape influenced by health care and budgetary appointments. While market volatility is likely, we believe maintaining an emphasis on long-term trends will be essential in navigating an evolving industry landscape. Understanding the implications of regulatory changes and key administrative appointments will likely be important in identifying investment opportunities.
PodcastConnecting the Dots: CIO 2025 outlook – and why growth’s the elephant in the room
With growth top of the agenda for investors moving into 2025, join M&G Investments’ CIOs for their outlook amid a number of macroeconomic effects at play. They deliberate on growth, the Trump presidency and tariffs given the potential implications for global geopolitics, inflation – and prospective market opportunities.
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NewsCandriam enters European private equity market in strategic partnership
Partnership positions Andera to expand its client base and further develop its private capital strategies across Europe and globally
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NewsPeople moves: People’s Partnership appoints chief finance officer
Plus: T. Rowe Price names head of EMEA consultant relations; Former ATP duo set up new shop
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AnalysisIPE ESG Briefing: Environment Agency Pension Fund develops new RI policy
Plus: Aviva is fined for breaching SFDR; Swiss, and Dutch schemes are more resilient to disruptive climate policies
White papersAllview: Market Risk Monitor - December 2024
Each month, Allspring’s Investment Analytics team assembles a top 10 list of market risks that it believes have the potential to influence investment portfolios.
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NewsInvestigation clears Swiss Federal Social Insurance Office director
Probe launched after mistakes made to calculate expenses of first pillar fund AHV
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NewsCDC must be made attractive and accessible, claims Hymans Robertson
Hymans Robertson report draws from industry roundtable discussion on CDC
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NewsMigros Pensionskasse outlines riskier strategy boosting real assets, equities
The scheme will increase investments in infrastructure and equities by 2% each
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NewsDutch pension fund appetite for mortgages almost saturated
Most schemes have now reached their target allocation to the asset class, which is also experiencing renewed competition from listed bonds
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NewsAllianzGI buys 2% stake in China’s Guomin Pension
The market size of China’s third-pillar personal pensions system is projected to grow to RMB4trn under existing regulatory landscape by 2030
PodcastOuterblue Research – Looking for clues ahead of a second Trump presidency
After a campaign full of twists and turns, November saw the re-election of Donald Trump for a second term as US president. In this edition, we take a look at the geopolitical and economic ramifications of a new Trump presidency.
White papersTurning the Corner? Commercial Real Estate Themes for 2025
As major central banks lower interest rates, is the prolonged and painful downturn in commercial real estate (CRE) finally coming to an end? Yes, at least in some sectors, according to senior investors from PIMCO’s commercial real estate platform. In a recent roundtable discussion, they emphasized that recovery will likely be slow and uneven, requiring a strategic focus on specific geographies and sectors, along with a considered choice between debt and equity investments.
White papersWhy Australia: A Growth Inflection Point
This is the second edition of Charter Hall’s Why Australia report, a leading thought leadership paper published annually.
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NewsInvestors weigh priorities in face of uncertain markets
Selective opportunities in private markets and medium-term risks in the US despite the current post-election bull market
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NewsHays pension scheme completes £370m buy-in with PIC
The transaction is final step towards Hays fully insuring its UK DB pension obligations
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NewsRedesigning the asset allocation map
Geopolitical, climate and societal trends create a new compass to guide capital allocation
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NewsRailpen strengthens engagement and voting commitments for 2025
Railpen has strengthened voting policy on issues such as shareholder protection and audit quality for 2025 AGM season
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NewsNew UK group aims to provide ‘loud trustee voice’ on sustainability
Newly formed Trustee Sustainability Working Group wants to work with regulators to move away from approach that fosters ‘low-level reporting’ on climate risk management
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