Rethinking the pension plan endgame

Rethinking the pension plan endgame

🕔15:53, 9.Nov 2021

Hibernation, termination or stabilization? IN BRIEF U.S. pension investors have been actively de-risking their defined benefit plans since the global financial crisis, successfully reducing pension funding volatility to manageable levels. Further movement of portfolios toward long duration fixed income will

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COP26: een beleggersperspectief

COP26: een beleggersperspectief

🕔15:42, 9.Nov 2021

Begin deze maand zullen 197 landen die partij zijn bij het Raamverdrag van de Verenigde Naties inzake klimaatverandering voor de 26e keer bijeenkomen tijdens de Conferentie van Partijen (“COP”) in Glasgow. COP26 is van groot belang, aangezien het de eerste

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The bumpy road to net zero

The bumpy road to net zero

🕔15:26, 9.Nov 2021

Reaching a net-zero emissions energy system represents a radical transformation of the economy from one dominated by fossil fuels to one that is predominately based on clean energy. This will require radical decarbonisation across all sectors of the economy. As

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Groeien tegen de stroom in met themafondsen

Groeien tegen de stroom in met themafondsen

🕔14:57, 9.Nov 2021

Podcast thematisch beleggen: Hoewel ze momenteel vooral populair zijn onder particuliere beleggers neemt de belangstelling van institutionele beleggers voor thematische strategie├źn snel toe. Volgens Gert Jan van der Geer, senior portfolio manager thematic equity bij Pictet Asset Management, speelt maatwerk

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Asset allocation update: warning lights are flashing

Asset allocation update: warning lights are flashing

🕔13:43, 9.Nov 2021

After 18 months of exceptionally strong equity markets, most measures of valuations look high against their own absolute histories. The measure most favoured among long-time equity bears over the past decade or so has been the Shiller Cyclically-Adjusted Price Earnings

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Future First Insights: Helping Investors Understand Climate Risk

Future First Insights: Helping Investors Understand Climate Risk

🕔13:18, 9.Nov 2021

Creating the Right Test Case We selected the Mellon Global Infrastructure Dividend Focus Fund for testing out that approach. As a popular mutual fund reflecting investors’ current preferences, it has a broad dual mandate — exposure to infrastructure and a

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The winner takes it all.

The winner takes it all.

🕔10:42, 9.Nov 2021

US equities printed a new high as we end October while bonds remain mired in volatility with yields near their highs for the last 12 months – see chart of the week. Meanwhile, risk markets in fixed income are locked

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Lichte stijging in oktober

Lichte stijging in oktober

🕔09:14, 9.Nov 2021

Dekkingsgraadscan pensioenfondsen: In deze dekkingsgraadscan vindt u meer informatie over de dekkingsgraad van een gemiddeld Nederlands pensioenfonds. We geven een overzicht van de ontwikkeling van de feitelijke en (12-maands) voortschrijdend gemiddelde dekkingsgraad in het afgelopen jaar. Daarnaast maken we op

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