Latest analysis – Page 8
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AnalysisMansion House Compact: spotlight on Smart Pension
Smart Pension joined the Mansion House Compact in July 2023 as one of the first signatories, committing to allocating at least 5% of its default funds to unlisted equities
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NewsWhat does Thames Water’s valuation dip mean for UK pension funds?
Earlier this month USS cut the value of its investment in Thames Water from £956m to £364.4m
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NewsWhat the EU’s new due diligence law means for investors
CS3D will affect investors in several ways even though they will not, at least initially, face due diligence requirements on financial assets
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AnalysisMansion House Compact: spotlight on Mercer
Mercer joined the Mansion House Compact in July 2023 as one of the first signatories, committing to allocating at least 5% of its default funds to unlisted equities
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AnalysisDutch pension funds keep increasing interest rate hedges
Funds increasingly want to protect their funding ratios in the run-up to the pension transition and see an opportunity to lock in rates at current high levels
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AnalysisLabour market evolution: the macro trend that investors cannot ignore
Macroeconomic factors can overwhelm micro ones for investors. The impact of COVID is a good example. But the short-term impact of COVID on labour markets can mask structural trends in the evolution of labour markets that have much more profound long-term impacts, according to a paper by PGIM
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Book ReviewBook review: The Financial Markets of Ancient Egypt – Risk and Return
“If men could learn from history, what lessons it might teach us. But passion and party blind our eyes.”
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AnalysisHigh stakes as pension funds take on Tesla
A group of Nordic pension funds is tentatively standing up to Elon Musk’s electric car giant, in reaction to a labour dispute at Tesla in Sweden. The strike at the end of October by 130 Tesla workers affiliated with IF Metall led to a wave of sympathy strikes which spread to Norway, Denmark and Finland.
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AnalysisSustainable finance: outlook and trends for 2024
Transition finance is expected to be one significant theme in 2024 as net-zero regulations come into force
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AnalysisNet zero marks the second era of climate finance
Monica Defend, Vincent Mortier and Amin Rajan discuss progress and holdups on the global journey to net zero
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AnalysisGerman companies rethink occupational pension plans
German corporates reorganise their pension plans in a bid to win over talent, fight skilled workers shortage, and exploit opportunities for a flexible transition to retirement
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AnalysisFCA did not consider UK pension funds concerns over listing regime
The Authority set out proposals to make UK listing regime ‘more accessible, effective, and competitive’
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AnalysisCDU pension plans leave open questions
Draft party programme tackles retirement age and life expectancy, but falls short on specify details
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NewsCOP28: Fossil fuels reference ‘a key signal to asset owners’
Final text also includes welcome recognition of importance of ‘enabling policy framework’
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InterviewsExit interview: Oliver Morley, Pension Protection Fund
Oliver Morley leaves the PPF in December to join Money and Pensions Service
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AnalysisCOP28: A choice between conflict and cooperation
Arab financials are ideal partners for European pension funds and investors, writes energy market expert Cyril Widdershoven
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InterviewsABP is too big to be an active investor, says president
The Netherlands’ largest pension fund is switching from an all-active investment strategy to index investing
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AnalysisShock Dutch election result throws pension reform into doubt
The election’s big winner PVV wants to scrap the new pension law and retain a defined benefit system
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AnalysisGrandfathering option will make Dutch pension transition successful, says Agnes Joseph
The pension actuary turned politician has made the pension reforms a prominent topic in the campaign for parliamentary elections to be held this Wednesday
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AnalysisConcerns grow over fate of EU sustainability due diligence law
One of the biggest battlegrounds for the CSDDD is proving to be the inclusion of the finance sector
