All volatility articles
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NewsMajority of UK fiduciary managers produced ‘average’ returns over 2024
Fiduciary managers are adjusting tactical equity allocations following the introduction of tariffs
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NewsCPEG lifts equity exposure to 30% of CHF23bn portfolio
The asset allocation shift has led to a sharp increase in exposure to North American equities, which now represent 10.5% of total assets
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NewsBaFin warns over German Pensionskassen’s heightened private markets exposure
The exposure spans commercial real estate, private equity, private debt and mezzanine financing
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NewsGermany’s BVV lifts fixed income allocation to 65.6% amid strategic shift
The move to bolster fixed income reflects the asset class’s ability to dampen portfolio volatility, says pension fund
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NewsSwiss pension fund boosts private assets in bid to lift returns
GastroSocial Pensionskasse has increased its private markets exposure to 33% of its portfolio, up from 25%
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NewsUK funds consider reducing US exposure amid tariff uncertainty
Pension funds have responded to market volatility driven by US tariffs through a combination of rebalancing, diversification, and governance reviews
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NewsGreen equities outperformed since 2008 but with volatility – report
The group says investors should focus on emerging areas like climate adaptation for future opportunities
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NewsSwiss regulator warns on rising funding risks in occupational pensions
Stress test conducted by OAK BV on 1,237 pension funds finds that 57.4% would fall into underfunding in the event of a severe market downturn
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AnalysisHow Italy’s first-pillar pension funds are navigating uncertainty
Enpab and Inarcassa have made bold asset allocation decisions to contain drawdowns, while Cassa Nazionale del Notariato is relying on diversification
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NewsSwiss pension funds unmoved by political scrutiny of US banks
Erratic or aggressive behaviour by US government poses investment risk for Swiss pension funds dealing with increasing market volatility, says Complementa
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NewsFonchim’s sub-fund records return over 10%
Sub-fund ‘Crescita’ returned 10.32% last year, just above its benchmark of 10.11%, surprisingly facing low volatility during the year
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NewsPension funds foresee increased risk to assets and liabilities in 2025
77% of pension fund executives surveyed by Ortec Finance say they expect the coming year to bring an elevated risk profile
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Opinion PiecesViewpoint: The new market reality requires a total portfolio approach
In this new era of lower returns with higher risk, investors must rethink how they balance risk, liquidity and returns with greater discernment and due diligence
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NewsEIOPA: Pension risk stable, market risks still key concern
Geopolitical tensions are reshaping global dynamics, heightening concerns about declining international cooperation and escalating risks and uncertainties
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NewsMedian investment fees for fiduciary management fall by over 50%
A significant driver in this fall has been price competition between fiduciary managers as they have sought more cost-effective ways to implement investment strategies
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NewsUK pension funds set to boost infrastructure investment amid volatility
There’s a growing focus on investing in renewable energy infrastructure, such as solar, wind and hydroelectric power projects
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NewsEmployers tackle volatility by offering more secure ‘cross border’ pension plans
The number of IPPs and ISPs plans in countries with challenging circumstances increased from 54 in 2019 to 126 in 2024
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NewsPrivate equity-backed exits remain challenging amid public equity volatility
Private equity and venture capital deal activity was either flat or down in 2023, according to PitchBook
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NewsSwiss APK applies minimum interest rate on members’ pension savings
The scheme expects its funding ratio to hit 100% after a ‘very volatile’ year
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NewsGerman doctors’ pension scheme builds up directly-held bond portfolio
The pension fund recorded positive returns of 3.3% last year on assets invested, despite losses in bond and equity markets
