Will more asset owners consider emerging market debt?
State Street has described the current environment as a “Goldilocks” scenario for emerging market debt with the US dollar in a slump and the Federal Reserve expected to cut rates
Large UK pension pulls more money from State Street over ESG
People’s Pension, which runs £38bn in assets, is aiming to align its investments with the Paris Agreement goal of keeping global warning below 1.5C but some US asset managers are pivoting away from ESG investments
Investment managers with good governance procedures and focus on value will thrive in new DC landscape
Asset managers will need to demonstrate a commitment to good governance as defined contribution master trusts consolidate in time for 2030, according to Jonathan Lipkin, director for policy, strategy and innovation at the Investment Association.
Active to passive manager switch creates emissions concerns
The Northern Ireland Local Government Officers’ Superannuation Committee is weighing return potential against environmental concerns following its recent switch to an emerging market equity tracker fund.
All the cool kids are investing in… natural capital?
Natural capital investments are finding favour among major asset owners, according to data from Gresham House and AOX’s own sister publication MandateWire. We hear from two asset owners on what’s driving their interest in the sector.
Recent defaults heighten suspicion around private credit
Many asset owners are casting their eyes over private credit, as they see a public market increasingly dominated by AI companies and nascent companies increasingly reluctant to float. But the very public collapse of First Brands also brought the opaque private credit market into the spotlight. Has this meant asset owners across the globe are becoming suspicious of the asset class?
Charities team up to run ESG ‘Olympics’
The Friends Provident Foundation is partnering with five other charities to encourage investment managers to compete over a $66mn portoflio which prioritises social and environmental impact
How to make pensions Canadian
The first chief executive of the Ontario Teachers’ Pension Plan told AOX forcing funds to invest in their domestic economy usually results in ‘suboptimal’ returns
Multi-employer whole-of-life CDC predicted to lead next phase of UK pension innovation
With new regulation enabling multi-employer collective defined contribution pension schemes expected to be finalised this month, CDC is attracting growing interest from pension providers and employers
Will hegemony of US equities continue?
Donald Trump says the US has financed Europe for too long but with many portfolios skewed towards North Americam equities, the reverse might also be true. Can this continue?
Council leader explains how Reform UK will shake up pension
The leader of Derbyshire County Council, which is now controlled by the right-wing populist Reform UK, tells AOX why they are shaking up how the pension scheme he now controls is invested
European asset owners eye 'standalone' India equity mandates with caution
India’s National Stock Exchange has been boosted by several large IPOs such as Tata Capital and LG Electronics. This has boosted Indian equity markets and encouraged investors to consider increasing their exposure to the county
People’s Partnership completes asset ownership model switch
Dan Mikulskis, chief investment officer at The People’s Partnership - which provides one of the UK’s largest master trusts, has recently completed a transition of its asset ownership model which involved building a team of specialists
Why did UK pensions stop investing in their home market?
In the 1990s the UK pension funds and UK insurers accounted for just over half of all UK quoted shares but according to ONS data that has now dwindled to just 4.2 per cent. What happened?
Insurers want to invest in private assets, but are they trapped?
Insurers are increasingly keen to invest in private markets, but the lack of opportunities which match their risk profile requirements means their options are limited
Why buyout is likely to remain an attractive option for some time
The UK defined benefit buyout boom could have plenty of time left to run, according to Standard Life’s Claire Altman
Stonehage Fleming cuts back US and sticks with healthcare
Spending on healthcare has been increasing around the world for some years - a trend Stonehage Fleming is hoping to capitalise on
Can Japan’s bumper year continue?
The Topix index is up 19 per cent so far this year but the return of inflation means this may not continue
Most interesting investment: tokenisation of art work by family offices
Family offices are using the blockchain to tokenise art works, meaning investors can now own small parts of a single piece of art
Novo Holdings anticipates intensifying demand for private assets
Novo Holdings’ managing partner for principal investments Christoffer Søderberg tells AOX that retail investors will help drive appetite for private markets.