All inflation articles – Page 13
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OpinionAnd now for the weather...
From the blog: I described in a previous blog a game of epic procrastination that pension schemes like to play: Not Today, Tomorrow Better!
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NewsHow consumer behaviour is changing schemes’ property portfolios
News Analysis: The evolving habits of UK consumers have compressed yields across the retail property sector over recent years, but experts say there are still attractive opportunities for pension fund investors searching for returns.
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Opinion
Aligning admin systems in the pre and post-retirement worlds
There is a guiding principle to post-retirement investment strategy that simply states, ‘Do not run out of money’, but there are some hurdles to jump in order to meet liabilities.
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News
Developed markets show strength as hunt for yield changes course
NAPF 2015: Disappointing economic recovery, low inflation and rock-bottom interest rates but rising asset markets are what pension funds can expect over the coming years, JPMorgan’s chief market strategist for the UK and Europe Stephanie Flanders said at the NAPF Annual Conference 2015 on Wednesday.
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Opinion
The butterfly effect – How to take cover and control
Chinese equity shocks captured the headlines over the summer but UK pension funds should equip themselves for a deeper period of entrenched low-growth.
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NewsChurch of England targets US private loans in bid to divine 7% returns
The Church of England Pensions Board is “on the cusp” of making an allocation to private credit in the USA, as it seeks returns uncorrelated to equities.
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OpinionRising rates: Hope for the best, plan for the worst – don’t press pause
If you are a trustee of a UK final salary pension scheme then you will know that the past eight years have been a long, hard winter of dealing with the inexorable and sustained fall in interest rates and the rising deficits this has caused.
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NewsKingfisher locks in gains as funding hits triggers
Kingfisher pension scheme has continued to progress towards its 2030 buyout target with a £150m shift from return-seeking to matching assets after tipping into surplus.
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OpinionEditorial: Pass the cashish, it's time to get creative
No festival is complete without music. As I loitered at the fringes of a marquee, in Wednesday’s sweltering heat, sounds from nearby speakers streamed an eclectic mix of hillbilly country and Mexican mariachi as I watched the panel discussion on foreign exchange.
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News
DB schemes face crunch on index-linked corporate debt
A tightening in the supply of index-linked US corporate bonds may lead to UK pension schemes facing increased difficulty when derisking their portfolios, industry experts have said.
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Opinion
How DB and DC funds can outsmart prolonged low yields
With the UK general election decided in favour of the Conservatives, market attention may return to the prospective path for economic growth, inflation and interest rates.
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News
Schemes explore niche assets for uncorrelated income streams
Interest in shipping as an asset class is growing among UK pension schemes, say some investment experts, as schemes look to diversify into real assets and niche investments.
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OpinionEditorial: Inside the control room
The confirmation last week that we’ve hit a patch of ‘noflation’ – expected to become deflation from this month – did not come as a surprise to many.
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OpinionHow current thinking on interest rates affects DB hedging levels
Derisking and the rise of the secular stagnation thesis – that interest rates might remain depressed as growth rates struggle to gain momentum – contributed to increased hedging activity over the past year.
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News
Deficit quadruples for Johnson Service scheme
Johnson Service Group has seen its defined benefit scheme deficit more than quadruple after a reduction to the discount rate and the closure of the scheme to future accrual.
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Features
How will LDI portfolios withstand current inflation falls and low yields?
Aviva Investors' Mark Versey, Legal & General Investment Management's Laura Brown, KPMG's Simeon Willis, AMNT committee member and Lend Lease Pension Scheme trustee, Alan Gander, Pan Trustees' Mike Roberts, Buck Consultants at Xerox's Celene Lee and State Street Global Advisors' Howard Kearns, debate whether now is a good time to embark on a liability-driven investment strategy, in the first of a four-part discussion.
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Opinion
How to manage the risks of your renewable energy holdings
Investment in renewable energy projects is outpacing investment in new fossil fuel-powered generation capacity.
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Opinion
Could Pip's renewables move help schemes see beyond the bluster?
“The need for infrastructure investment worldwide is massive, the attractions of the asset class are clear, and the appetite of investors for infrastructure assets is growing,” said Michael Wilkins from ratings agency Standard & Poor’s, in an FT article on the subject last month.
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Opinion
Six ways to rethink your derisking plan in a volatile world
Around 40 years ago we experienced the 1970s oil shock, with rising oil prices, rising inflation and rising interest rates.
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News
How the slump in oil prices is hitting schemes
As oil prices fall below $50 (£33) a barrel, investment experts have urged pension schemes to seize the opportunity to hedge their liabilities against inflation and heed the impact on their commodity markets exposure.