The French government is putting pressure on the country’s pension schemes to increase their private asset allocations

Taiwan’s insurers and government funds have typically had a strong preference for bonds, particularly those backed by the US Treasury. But change is afoot as they have started wading further into venture capital. So what’s going on?

Monte Tarbox, the chief investment officer at the New York City comptroller’s Bureau of Asset Management, said his confidence in FTSE Russell was “seriously undermined” by its decision to fast-track SpaceX onto its indices after its IPO and that he will watch closely to see how the Anthropic and OpenAI listings are handled

Foreign appetite for US sovereign debt has been harmed by ongoing geopolitical turbulence, while some large investors have reported an interest in diversifying away from US-dominated market-cap-weighted indices

Alternatives displaced equities as the most sought-after asset class among SWFs in Europe and the Americas during the 12 months to August 31, with Singaporean sovereign investor Temasek announcing it would increase its private credit exposure to up to 5 per cent from 2 per cent in the coming years

Following the 2008 financial crisis many Dutch pension funds started investing in mortgages, with $14.7bn a year flowing into these funds at its peak. But many are now scaling back, so what has happened?

Calpers, which owns a 0.2 per cent stake in UnitedHealth Group, is suing the company over allegations it engaged in “widespread, fraudulent and deceptive schemes” to maximise its revenue

The foreign assets of some of the largest pension funds in the world are now larger than their country's foreign exchange reserves. What does this mean?

Last month the Turkish market authority ordered the liquidation of more than 130 investment funds over what has been described as “Ponzi-like” activity. Have any of Turkey’s largest asset owners been affected?

Large UK funds are showing a preference for segregated accounts and bespoke mandates when investing in unlisted assets, including infrastructure

Wealthy families in the US have used more than than $20bn so far to seed ETFs, in a move which allows them to avoid the tax implications of selling assets. But the tax authorities have caught on and the implications for the ETF market could be “seismic”

The regional foundations which were born from Italy’s banking reforms in the 1990s think changes to the way the European Union funds projects around the bloc have offered up an investment and a grant-making opportunity

The yield on a 10-year gilt is at its highest level since 2007, so what does this mean for the investment decisions made by asset owners?

The $114bn Jerome Foundation is eliminating the distinction between its grantmaking dollars and the rest of its investment portfolio, but what does this mean in practice for a foundation which provides grants to support the creation and development of new works by early-career artists?

The $158.7bn Border to Coast Pension Partnership has released a series of investment insights which explores the prospect of a world more restricted by climate constraints which shifts away from large mammal livestock such as beef and lamb, to more diverse range of proteins sources, including “insect-derived ingredients”

Academics at Stanford and Harvard schools of business have found that the rising exposure to ‘risky’ assets in pension funds is closely linked to consultants’ increasing bullishness towards these assets

Scotland’s Local Government Pension Scheme funds are trying to put together a framework for local investment and collaboration - in the hope doing so voluntarily will avoid the government intervention seen in England and Wales

Although global equity markets rose around 75 per cent in the three years to the end of 2025, fiduciary managers captured only a small proportion of those gains

Treasury secretary Scott Bessent has been intervening in the market to strengthen the yen - in a bid to discourage Japan’s investors from selling dollar assets such as US government bonds. We speak to asset owners to find out if he’s right to be concerned

University of British Columbia Investment Management, which is responsible for about $5.4bn in pension and endowment assets, has figured out how to access opportunities which its scale might not otherwise allow it

Pension funds worth around $600bn have written to FTSE Russell’s parent company expressing concerns about the relaxing of rules which allow SpaceX to get fast track access into its indices — and therefore into passive funds

Germany is in the midst of radically reforming its pension system, which asset managers across Europe believe to be “one of the most significant structural growth opportunities” for years

Some UK institutional investors are reconsidering their UK equity exposures in light of continuing underperformance, including funds in the $534bn Local Government Pension Scheme

In the latest AOX Trends Report video, editor Damian Fantato talks to APAC deputy editor Stefan Kostarelis about the ‘Your Future, Your Super’ performance test, how it has changed Australia’s pension funds and what the other countries considering similar processes should bear in mind.

Several asset owners have ditched their US Treasury holdings recently as yields rise despite Scott Bessent’s interventions, but despite these assets losing some of their predictability for many they remain “the safest of a bad bunch of places”.

South Africa’s pension funds are required to invest more than half their assets in their domestic market, but over the past 10 years the number of listings on the Johannesburg Stock Exchange has fallen by half. How are they addressing this?

The 21st Century Road to Housing Act has limited the amount of single-family homes which institutional investors can buy. How are they responding to these new rules?

Discussions around performance fees "have moved forward significantly over the last 12 months" and are "much more acceptable" to large pension funds, according to Stephen Budge of LCP

A survey by Germany’s financial regulator Bafin found 21 insurance companies and pension schemes were affected by at least one transaction in the scandal which involved tax loopholes on dividend payments