- White papers
Timberland - Resilience, opportunity amid economic uncertainty
The investment landscape as we enter 2025 remains colored by economic uncertainty, geopolitical risk, inflationary pressures, high interest rates, volatile capital markets, and the unknown future of global trade policy.
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Swedish funds lobby bemoans late changes, as FTN extends deadline again
Swedish Fund Selection Agency pushes deadline for active global equity tender back for second time, citing ‘ambiguities’ in the RFP
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Dutch pension giants post solid 2024 returns despite bond market headwinds
Strong equity market returns more than compensated for capricious returns on bonds
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UKSIF urges government to incorporate net zero transition into growth plans
UKSIF CEO James Alexander speaks out after UK chancellor Rachel Reeves says that the pursuit of growth ‘trumps’ the government’s net zero commitments
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WTW Switzerland takes over pension advisory business of Groupe Mutuel
Occupational pension experts at Groupe Mutuel, Sébastien Brocard and Julien Melly, will join the team at WTW
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TNFD nets multi-year funding from Rockefeller, adds sectors
Rockefeller Foundation to join Stewardship Council alongside other funding partners of the Taskforce
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VBL to boost private equity and private debt investments
New allocations will be financed through new premiums and a mix of public equities, gold and cash, says CIO Michael Leinwand
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Austria’s pension funds deliver 7.8% for 2024
Last year’s returns marked the best result in the last four years after 6.4% in 2023 and a significantly negative return of -9.7% in 2022
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People moves: Van Lanschot Kempen adds to fiduciary management team
Plus: BTPS appoints trustee director; Icelandic scheme appoints chief financial officer
- White papers
Hedge Fund Outlook H1 2025
HF to lure more interest after a strong 2024 vintage for alpha
- White papers
Core real estate: 5 big reasons why it’s back
We found five reasons for calling a turning point in the fortunes of an asset that sits at the heart of many property portfolios. What do you think?
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No surprise as UK government keeps auto-enrolment threshold frozen
£10,000 minimum threshold has been in place since 2014
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Investors cautiously optimistic as US exits from Paris Agreement
Despite Trump’s decision, there are still attractive opportunities for those willing to invest with a long-term view, industry claims
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Northern Trust AM exits CA100+ and NZAM
The asset manager is the latest in a string of signatory departures from climate action groups, following BlackRock ditching NZAM earlier this month
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PrevAer shifts to multi-asset strategy
Eurizon will run the strategy across the scheme’s three sub-funds through Alternative Investment Funds
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Folksam, KPA set 2030 climate targets, highlighting social impact
Swedish pensions group and municipal pension fund subsidiary follow NZAOA requirements to establish 50% emission reduction targets for investment assets
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German insurance association backs Commission’s plan for ESG omnibus package
‘We need sustainability reporting that focuses less on quantity and more on the quality of the information,’ says Jörg Asmussen, GDV’s chief
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Iceland’s pension funds post 6.5% real return in 2024
Almenni Pension Fund sees mixed outlook, with uncertainty around global impact of new US regime, while earthquakes in Iceland may blight domestic economy
- Video
Talking Markets – The Case for Coco’s
In this edition of Talking Markets, Head of Fixed Income, Lloyd Harris and Fund Manager, Simon Prior discuss all things contingent capital; sharing what coco’s are, their capital structure and how the team use them to their advantage, gaining access to sought after areas of the fixed income space, including financials, banks and insurance companies.
- White papers
Outlook 2025 - Plan for growth, prepare for volatility
2025 is shaping up to be another good year for investor returns, with healthy global GDP growth likely to support earnings, and falling interest rates putting mild upward pressure on valuation multiples. Explore our key macroeconomic views and the asset class implications across infrastructure, real estate, equities, and credit markets for the year ahead.