VideoPremier Miton Fixed Income update August 2024
Lloyd Harris, Head of Fixed Income, explores the macro forces shaping global bond markets. Highlighting sticky inflation in the US, labour driven inflation pressures in the UK, and Europe’s rising fiscal stimulus from military and infrastructure spending.
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AnalysisPension fund commitments help PGIM raise $619m for energy infrastructure financing fund
PEP II is the second commingled private credit fund in PGIM’s middle market energy series
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NewsASR eyes buyout reinsurance
The Dutch insurer believes reinsurance will increase solvency and the internal rate of return of its pension fund buyouts
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NewsDanish pensions lobby calls for scrapping of “Arne” pensions tax
“Deeply problematic” that the pensions industry has to pay more in tax than other sectors, says Damsgaard
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NewsDenmark’s PBU mulls foray into nature-positive impact investing
‘Climate and biodiversity are acutely connected to social outcomes,’ says pension fund’s alternatives chief Ladegaard
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AnalysisViewpoint: ECB offers climate factors solace, without the quantum
The ECB’s plan for using climate factors to adjust collateral haircuts doesn’t bite where it should, argues the founder of the Anthropocene Fixed Income Institute
White papersMo’ Money, Mo’ Problems
With the debt ceiling no longer an issue, the Treasury is set to increase issuance to raise the cash balance in the general account. Treasury intends to use more bills instead of coupon financing. This shift in strategy may pressure the Federal Reserve to adjust its portfolio, which currently holds a much lower proportion of bills than the overall Treasury market. July saw a record $27.7 billion in tariff revenue, yet tariffs remain a minor part of federal government receipts.
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NewsAchmea IM launches €250m private equity impact fund
The fund, which targets Dutch pension funds as investors, will focus on “healthy people in a healthy society”
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NewsAHV’s financial outlook improves but deficit to remain
Swiss federal social insurance office now sees Swiss first pillar rund recording smaller deficits in 2035 and 2040
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NewsScottish Widows granted FCA approval to launch long term asset fund
Three funds should be ready for the provider’s workplace pension customers later this year
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NewsTrustees: Strong governance will be key for CDC schemes
IPE’s Pamela Kokoszka captures the trustee view on ‘a landmark improvement in UK pensions’
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NewsPeople moves: AkademikerPension names new head of global equities
AkademikerPension, AllianzGI, Gresham House Ventures, IPCC, Institute and Faculty of Actuaries, J O Hambro Capital Management (JOHCM) and People’s Partnership, Swedish Pensions Agency, SH Pension
White papersChasing the sun: China leads global race to build solar power
China has significantly increased its solar power capacity in recent years and it now leads the pack globally, surpassing all other countries combined. As different regions adopt varied approaches to renewable energy, the global energy transition is complex and operates at multiple speeds.
White papersO’Connor Global Multi-Strategy Alpha Monthly Letter: An energy transition inflection point
As we pass the halfway mark of 2025, the energy transition landscape has undergone significant transformation. US policy shifts under President Trump – including the One Big Beautiful Bill Act (OBBB), executive orders supporting nuclear and clean energy, and broader deregulation – have reshaped global energy dynamics.
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NewsGerman national standardisation body awards first OCIO mandate to Berenberg, Lurse
DIN awards first outsourced chief investment officer mandate to Berenberg and Lurse
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NewsAMF tight-lipped on possible overhaul as equities leaders change
Hernander joins Swedish occupational pension fund as head of foreign equities in October, as equities chief Oscarsson leaves
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NewsTELA warns domestic investing bias harmful for Finnish pension fund returns
Pensions alliance TELA speaks out in face of pressure for earnings-related pension funds to support domestic economy
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AnalysisIPE DACH Briefing: DC plans gain momentum in Germany
Social partner models, underpinned by collective bargaining agreements between employer and employee representatives to offer defined contribution (DC) plans, are gaining momentum in Germany. Gewerkschaft Erziehung und Wissenschaft (GEW), an education trade union, in May decided to join existing social partner models to DC pension plans to employees in private ...
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NewsObituary: Antonio Nardacci - chairman of Fondoposte
The pensions world has been shocked by the death of Antonio Nardacci, chairman of Fondoposte
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NewsABB Plan completes £700m buy-in with Aviva
The transaction secures the benefits of more than 4,450 pensioner members and over 2,900 deferred members.
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