All Pensions articles
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Podcast
Reassessing Retirement Savings with Robin Diamonte
As we mark the annual observance of International Women’s Day this March, we highlight the contributions and milestones of women in society all month long. In honor of this celebration, we invited an esteemed female Chief Investment Officer to highlight a core investment topic some people tend to misunderstand: retirement savings.
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White papers
Pension Funds Letter 20 - Looking past short-term noise to the long-term
Our everyday lives are a succession of small decisions. Often unconsciously, we make decisions daily that ultimately influence our longer-term well-being. These range from the seemingly mundane, such as what will we eat, how much will we exercise, in what ways we use our spare cash, to the more significant around professions, relationships and savings.
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White papers
COP28: Limited expectations met with some progress on climate finance
But what might be a diplomatic victory is definitely not a climate one, whatever the efforts and intense negotiations that have underpinned it, as there is still much to be done. Notably the agreement did not say to “phase them out”, which many were calling for.
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White papers
Income strips for insurers: A natural fit?
With many UK defined-benefit pension schemes considering de-risking options in the wake of higher interest rates, their appetite for private assets, such as Income Strips, has reduced thus leaving potential opportunities for other institutional investors.
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White papers
2023 Proxy Season in Review
In a period of unique market and economic dynamics, Neuberger Berman continued our tradition of vocal engagement to encourage best practices from companies.
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Research Report
The big contribution: How DC pension schemes can build a brighter future with private assets
Private assets can make a big contribution to DC pension schemes by enhancing the quality of member retirements, while helping to contribute to a more sustainable planet.
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White papers
What has 2024 got in store for DB pensions and how will fiduciary management evolve?
For a pensions market that is all but closed to new members, you would be forgiven for perhaps expecting defined benefit (DB) pension schemes to be taking it easy. In reality this couldn’t be further from the truth. Mansion House reforms, increasing numbers of bulk annuity deals, and consolidation, all set against the backdrop of the upcoming General Election, mean that 2024 is set to be a year with many twists and turns.
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White papers
Pension plans embracing ESG demand new investment approach
Appetite for responsible investment themes remains strong among pension plans wanting to capture the transition opportunities towards a more sustainable future.
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White papers
Optimal Decumulation Strategies for Retirement Solutions
Traditional pension systems based on pay-as-you-go (PAYG) have become more difficult to sustain in developed countries as a result of continued population ageing, fewer children in the family and weak economic growth. Over the past decades, pension systems have gradually shifted from defined-benefit (DB) plan to defined-contribution (DC) plan.
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White papers
The next stage of ESG evolution in the pension landscape
”The ESG pillars have never been so central to the investment conversation.”
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White papers
Pension Funds Letter 19 - The twists and turns of responsible investing across the pension landscape
The twists and turns of responsible investing across the pension landscape
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Video
How Emerging Markets can help pension schemes meet their sustainability objectives
In this video, Fiona Manning and William Scholes, joint Fund Managers of the Premier Miton Emerging Markets Sustainable Fund, joins host, Mark Colegate, to discuss the reasons why they believe pension investors should consider incorporating exposure to emerging market equities in their portfolios as a means to fulfil their commitments towards achieving net-zero emissions targets.
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Podcast
The Investment Podcast: Dissecting the fallout from the gilt crisis
Just over a year has passed since the gilt market turmoil of September 2022, sparked by the UK government’s so-called ‘mini-budget’. The fallout from the crisis, as the pound fell and gilt yields spiked, prompted an emergency intervention by the Bank of England to restore orderly market conditions against a global backdrop of high inflation and rising interest rates. A significant change in asset class demand dynamics ensued as pension funds sought to meet collateral calls for their LDI mandates.
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White papers
A lesson from life: Is buy-out the only option for DB pension schemes?
A lesson from life: Is buy-out the only option for UK DB pension schemes?
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White papers
Why ABS could be an attractive option for European insurers
A fundamental shift in the UK defined benefit (DB) pension market, sparked in September 2022 by the government’s ‘mini budget’, opened the doors to potential opportunities across the balance sheet for insurance companies. Here we explore how European insurers may be in a position to take advantage of the compelling risk adjusted returns on offer in the European ABS market.
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White papers
Weathering the storm: Exploring climate change adaptation and the investor’s imperative
The Franklin Templeton Fixed Income team believe that issuers that think critically about the environment in which they operate could outperform throughout the full market cycle compared with those who are slower to adapt.
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White papers
The Case for Derisking Portfolios with Low Volatility Equities
With rates at their highest for the past two decades, and fixed income allocation at the lowest due to the bloodbath for duration in 2022, many pension plans intend to reduce their equity allocation to collect the highest coupons they’ve seen for a long time.
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White papers
Amundi Pension Funds Letter n°18
Every June, Amundi welcomes clients from around the world to its investment forum in Paris to discuss the new trends shaping investment. That the world has been approaching a critical juncture has been a stable topic of the past few years. But this year, the consensus was clear: We have embarked on a new era.
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White papers
How pension schemes should view stagflation risks
There is an economic scenario that pension funds perhaps fear the most, but for which most are probably least prepared: Stagflation. Most schemes have a strategic asset allocation based on a relatively optimistic “goldilocks” scenario. Rightly so, you could argue, as stagflation’s heady combination of accelerating prices and meagre growth remains an economic rarity through history.
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White papers
Investing for a positive retirement with private assets
With regulators raising the bar for pension funds on sustainability and ESG, we explore how to make a positive real-world impact while helping investors to make the right decisions for a comfortable retirement.