The blockage of the Strait of Hormuz has left the world facing another energy crisis and warning bells of a global recession are growing increasingly shrill. Ostensibly, the crisis could also push the energy transition back as governments and companies scramble to shoulder the cost of $100 per barrel of oil and prepare for higher
Fairfax County Employees’ Retirement System says its allocation to digital assets has become the best-performing investment in the fund’s history. The $6.3 billion pension plan first invested in blockchain infrastructure and digital assets through venture funds in 2019, and early distributions are now beginning to arrive.
Canadian pension investor IMCO is bracing for higher inflation and a weaker US dollar in 2026, as the $62 billion fund said investors need to protect diversification and liquidity in a volatile environment and be wary of risks in passive investments. In a podcast, chief strategist Nick Chamie unpacked the asset allocation insights, which were released in the annual IMCO World View paper, in conversation with Top1000funds.com editor Amanda White.
Investors are watching conflict in the Middle East closely as inflationary pressures begin to build beneath the surface. One of the challenges for many investors is reduced exposure to the hedging benefits of fossil fuels in listed, and private markets.
Scott Chan is shocked the market hasn’t reacted more to the crisis emanating from the conflict in the Middle East. But the CalSTRS' CIO is confident its one fund approach allows it to position dynamically and ensure diversification no matter what is presented.
Germany’s €70 billion pension provider VBL is increasing its diversification, notably investing in overseas real estate outside Germany for the first time. It's also increasing its tilt to international equities over European stocks, enabled by an organisational and investment process overhaul.
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