- White papers
A local approach to European private debt
European private debt is a diverse and growing market. Local expertise is essential to making the most of the opportunities on offer, particularly in the often overlooked lower-mid-market segment.
- Asset Manager News
Real Estate Perspectives
Has Alternative Real Estate Become The New Core Real Estate? We’ve been through a series of repeated crises over the past four years. The unprecedented market context has reshuffled the cards between asset classes, and alternative real estate has emerged on the back of favourable fundamentals.
- White papers
Cross Asset Investment Strategy - October 2024
Topic of the Month - Draghi’s report: a call to action for Europe’s competitiveness
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Danish competition watchdog calls for auto-transfer of dormant pensions
Smaller dormant accounts at risk of being entirely lost to administration fees, authority says in new report
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Eoin Murray joins Rebalance Earth as chief investment officer
The company plans to mobilise £10bn to restore nature at landscape and seascape level in the UK
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Dutch ‘early bird’ pension funds focus on reducing interest rate risk
Only one of the four pension funds that plans to make the switch to DC on 1 January 2025 has also reduced its equity exposure to protect its funding ratio
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Isio acquires K3 Advisory to enhance risk settlement capabilities
The K3 Advisory team and brand will continue to operate as a distinct service offering within the Isio group
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Germany’s third pillar pension reform is no ‘game changer’, critics say
Savers continue to struggle to choose retirement provision products, says BdV
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AMF brings forward CEO succession; Flodén takes helm on 4 November
Sidenmark gives way to new CEO two months earlier than planned, as transition process proves “smoother and more efficient” than board expected
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Swiss supervisor reworks definition of improved benefits
Two-thirds of average returns above market interest rate are available to amass fluctuation reserves, and one-third is used for interest rates on pension savings, says OAK BV
- Save articleOpinion Pieces
Viewpoint: Pension funds must be at the centre of the UK investment debate
Long-term net zero delivery success demands a pro-investment, co-investment mindset from all sides
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IPE Nordic Briefing: Norway bumps up SWF spend once more in 2025 budget
Plus: ATP’s own CSRD reporting wishlist; Sweden’s Pensions Agency rule-breaking
- White papers
Macroeconomic and financial market forecasts - October 2024
Macroeconomic forecasts as of 4 October
- White papers
Macroeconomics, Geopolitics, and Strategy - October 2024
If only LatAm’s fiscal policy could mimic its prudent monetary policy stance
- White papers
Draghi’s report: a call to action for Europe’s competitiveness
Draghi’s report on Europe’s declining competitiveness offers a comprehensive analysis, but many of its findings are not new. Yet, Draghi’s stature may lend urgency to these recommendations. Those requiring EU funding or treaty changes are likely to encounter substantial political resistance. The report provides a clear direction of travel and some of the reforms that do not require new funding (e.g., regulatory changes) could move the dial sooner.
- White papers
Standing proud! 2024 GRESB Real Estate and Infrastructure Assessments
UBS Asset Management, Real Estate & Private Markets’ (REPM) sustainability efforts continue to build momentum with another set of strong results in the 2024 GRESB Real Estate and Infrastructure Assessments.
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Ireland's auto-enrolment system to launch as ‘My Future Fund’
Tata Consultancy Services signs contract as the service provider, while National Automatic Enrolment Retirement Savings Authority (NAERSA) is established
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NBIM revokes coal-based blacklistings as firms reduce exposure
Norwegian SWF ends observation status for Australia’s BHP Group and US utility Southern Co and brings five excluded stocks back into investment universe
- White papers
Rates Relief or Slowdown Uncertainty?
Our outlook for lower rates and a soft landing favors U.S. small caps, and we are watching China’s new stimulus closely for its impact on global cyclical assets.
- White papers
Equity Market Outlook 4Q 2024
Despite a slowing U.S. economy, we reaffirm many of our Q3 recommendations and think the odds of an imminent recession remain low.