UK Roundtable 2
FIS Singapore 2025
The five factors aligning to support EM debt outperformance
Pictet Asset Management believes that declining emerging market policy rates and rising global trade will drive the performance of EM debt – and if the US dollar declines and local manufacturing rebounds, we could see a “super boom”.
Lachlan MaddockMarch 19, 2025
Editorial
Trump’s destructiveness must be opposed
The mainstream media and global finance industry have largely been watching US President Donald Trump’s obliteration of the liberal, humanist world order with silent alarm – if not complicity. Those in power must stand up against evil before too many lives are lost.
Colin TateMarch 13, 2025
Asset Allocation
South Korea’s NPS pivots to sustainability, dials up risks in the portfolio
After smashing the return record again in 2024, South Korea’s state pension fund National Pension Service is gearing up to reduce coal investments to promote sustainability in the portfolio, and target riskier assets to ensure sustainability in funding.
Darcy Song and Sarah RundellMarch 13, 2025
Investor Profile
Looking beyond the confines of geography in global investing
A growing number of asset owners are looking to decrease their allocation to equities, citing elevated risk, based on findings from the 2025 CIO Sentiment Survey, a collaboration between Top1000funds.com and Deloitte management consultancy, Casey Quirk.
Leng OhlssonMarch 11, 2025
Investor Profile
Wellcome Trust’s cautious approach: Cash pile grows waiting for opportunity
Wellcome Trust is holding nearly 10 per cent of its £37.6 billion portfolio in cash and bonds as it waits for sufficiently interesting long-term investment opportunities to arise - namely a big fall in public equities that would absorb large-scale funds quickly.
Sarah RundellMarch 10, 2025
Investor Profile
Switzerland’s MPK taps gains in gold, equity and real estate
Stephan Bereuter, CIO of Switzerland's Migros-Pensionskasse (MPK) explains why he favours gold, and argues that after three years in the doldrums core real estate opportunities are starting to open up.
Sarah RundellMarch 6, 2025
Featured Story
Lessons in governance at Alaska’s APFC
At a recent board meeting, trustees at Alaska's sovereign wealth fund APFC garnered insights on governance from recent turmoil at PSERS' and Ohio State Teachers.
Sarah RundellMarch 5, 2025