United States – Page 4
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FeaturesFixed income, rates, currencies: Markets rocked by Trump’s sweeping tariffs plan
The world’s economy enters a new phase as the US administration escalates towards a global trade war, raising the prospect of a US recession and crashing global financial markets
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AnalysisTrump’s dream sovereign wealth fund could draw co-investors, if it avoids the pitfalls
Norway’s investment strategy could be ‘far too modest’ for the proposed new US sovereign fund
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Opinion PiecesUS pension funds tread carefully on DEI
The new Trump administration will likely see the end of investment strategies and programmes inspired by Diversity, Equity & Inclusion (DEI) criteria
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FeaturesFixed income, rates, currencies: Uncertainty reigns as Trump 2.0 takes office
Now that Donald Trump has been installed as US president, there should be more clarity around some of the timings of his probable new policies.
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InterviewsEuropean pension funds on investing in their home market: a delicate balance
Pension funds in Europe have been reducing their allocation to European assets, especially listed ones. While valuations may be attractive, there is little else to convince them to raise their investments in their home market
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FeaturesCross-border investment barriers: issues for institutional investors
Protectionist trade policies are back in vogue, fuelled by the rise of China’s economy and, more recently, by the escalation of geopolitical tensions.
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AnalysisInvestors 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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NewsNorway’s SWF rekindles Trump-backed end to quarterly reporting
NBIM says mandatory quarterly reporting by businesses can lead to short-term decision-making, hindering sustainable growth and innovation
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NewsPFA warns of higher economic risks around China
Danish pensions giant says Trump’s election, and resulting asset manager exodus from climate cooperations, is clear signal that world is changing fast
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NewsAP7 indicates BlackRock’s NZAM exit could affect future mandates
Sweden’s biggest state pension fund to meet world’s largest asset manager ‘to better understand’ decisions after BlackRock fled net zero alliance
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FeaturesFixed income, rates, currencies: Trump 2.0 sends global markets out of sync
Trump’s re-election prompted a rally in US assets, but elsewhere in global markets investors did not react positively
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Opinion PiecesCould DB pension plans make a comeback in the US?
This year will see developments in the US DC market, but the renaissance of DB plans is set to continue
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FeaturesIPE Quest Expectations Indicator - January 2025: hard to pick short-term winners
IPE’s latest manager expectations survey finds high net sentiment across most main asset classes as allocators weigh the Trump trade
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NewsNorway SWF urges CII to go further combatting ‘stealth dual-class structures’
NBIM gives views to Council of Institutional Investors on proposed policy changes on unequal voting structures
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NewsIPE Conference: Tough tasks ahead for European leaders, conference hears from geopolitics experts
Europe not doomed by the US political shift, says former Swedish prime minister Fredrik Reinfeldt
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FeaturesIPE Quest Expectations Indicator - December 2024
Bond expectations falling, equity mostly flat
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Special ReportProspects for 2025: Pension investors identify risk scenarios
High equity valuations and a possible return of inflation, caused by geopolitical tensions and US policy, have European pension funds worried
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Opinion PiecesEurope must prepare for a China after Xi Jinping
Whatever the big issues of the 21st century, whether climate change, the environment, restoring economies post-COVID, fighting poverty or ending the war in Ukraine, they are much easier to resolve if countries work together.
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FeaturesFixed income, rates, currencies: All eyes on Trump’s return
With the Republican Party now in control of both Senate and House, the leeway that President-elect Donald Trump will have to enact his pre-election policies could be considerable.
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Opinion PiecesFuture of ESG investing in doubt following decisive Trump victory
In the past two years, an anti-ESG backlash has grown strong roots on the American right.
