Convinced higher interest rates signpost higher anticipated returns ahead, Pensionskasse SBB, the Bern-based pension fund for employees of Switzerland’s state-owned railway company, will increase its equity allocation including private equity. It plans to add managers in both public and private equity.
Temasek's CIO Rohit Sipahimalani explains the investor is approaching opportunities in generative AI by focusing on supporting portfolio companies apply the technology so they can better create value.
A recent paper from Singapore's GIC, FTSERussell and GMO explains why (and how) investors should integrate green revenues into their portfolio construction.
South Africa's pension funds may have to keep much more liquidity on hand if proposed legislation allows beneficiaries to access their retirement savings early. South Africa's GEPF ponders the implications for long-term investment.
Korea's KIC is accelerating its expansion into alternatives, targeting a quarter of the $169 billion fund in alts by 2025 in a bid to escape the volatility, macroeconomic and geopolitical risk that impacts the fund's traditional public markets allocation. Elsewhere, 'happiness management' is now integral to its recruitment practices.
The growing divergence between the Fed funds rate and interest rates on checking accounts is increasing the risk of bank deposit outflows for US regional banks. It's one reason why NYCERS' Steven Meier expects more failures and consolidation ahead.
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