Investment & Pensions Europe (IPE)

Fixed income, rates, currencies: All eyes on Trump’s return Trump is foremost in most minds, but Germany’s political uncertainty also causes concern #fixedincome #Trump https://ow.ly/pkCn50Uvf5Q

The effect of behavioural biases on active investment portfolios Extensive portfolio data shows that behavioural biases erode returns by a greater degree than commonly realised #active #data Inalytics https://ow.ly/XyyM50UveUh

Investors eye return to European small-cap equities Largely dependent on domestic investors, interest has been growing in the opportunities offered by Europe’s smaller companies #smallcap #equities Lupus alpha Asset Management AG Montanaro Asset Management Amundi https://ow.ly/uVmK50Uvesu

Equities: US equity markets expected to gain from Trump’s victory As the political dust settles following Trump’s victory in the US presidential elections, global equity funds are eyeing the incoming administration and opportunities #equities #Trump BNP Paribas Asset Management Pictet Asset Management Ninety One Schroders Robeco Invesco Ltd. https://ow.ly/4PIa50Uvebr

Airways Pension Scheme completes £340m longevity swap The deal is an insurance arrangement between scheme trustees and Zurich UK, and a back-to-back reinsurance arrangement between Zurich UK and MetLife #longevityswap British Airways Pension Services https://ow.ly/6q6a50UuOUM

Amundi builds on multi-layer private markets strategy for DACH region The asset manager is looking to promote ‘healthy growth’ among institutional investors and double AUM to €5bn in the next 3 years #privatemarkets #DACH Amundi https://ow.ly/aGAh50UuORZ

Norway SWF urges CII to go further combatting ‘stealth dual-class structures’ NBIM gives views to Council of Institutional Investors on proposed policy changes on unequal voting structures Norges Bank Investment Management Council of Institutional Investors https://ow.ly/CJhe50UuOJh

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Insurance-linked securities bank a stellar year for returns The asset class is complex but is seen as one of the most uncorrelated to other asset classes #ILS Hymans Robertson AXA Investment Managers Schroders Capital Aon https://ow.ly/6rlk50UnHnf

Prospects for 2025: Pension investors identify risk scenarios High equity valuations and a possible return of inflation, caused by geopolitical tensions and US policy, have European pension funds worried #prospects #2025 VBV-Pensionskasse Aktiengesellschaft APG Asset Management Fonds de Réserve pour les Retraites - FRR https://ow.ly/6SFa50UnH76