GPTB shows pension transparency improvement

The transparency of pension fund disclosures has i
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European investors reject debt crisis narrative as higher bond yields trigger fixed income shift

European investors reject debt crisis narrative as higher bond yields trigger fixed income shift

The rise in government bond yields is being driven by higher policy-rate expectations and commodity supply concerns linked to the Strait of Hormuz, not fears of an imminent sovereign debt reckoning. Investors share how they are preparing for higher returns.

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Kotkin: China bears may have been right about Western resilience

ESG-focussed investors are having a hard time justifying their China exposure to boards. They will need to develop new narratives if they want to stay in the China game, argues historian Stephen Kotkin.

Lack of outcomes shows organisations don’t value racial equity

The disparity between asset owners’ pronouncements on racial equity, and the extremely low number of diverse managers, shows diversity has yet to be embraced.

Behind HOOPP’s stellar results and its biggest risks

As HOOPP chief investment officer Michael Wissell celebrates one year in the job, Amanda White spoke to him about the sources of return for the fund’s excellent performance, its world-leading funded status, the evolution of the investment allocations and the fund’s biggest risks.

South Africa’s GEPF feels inflation’s impact

Sifiso Sibiya, head of investments at GEPF, explains his strategy to stop inflation battering the portfolio. But while GEPF has the ability to diversify more, the pension fund is still overwhelmingly exposed to the South African economy.

Climate geo-engineering: the benefits and risk of tech intervention

Humans will have to directly cool the earth’s climate through technological interventions if we want to undo the warming that has taken place due to human emissions, according to physicist, climate policy expert and author, David Keith.

CalPERS board buckles up as Musicco takes the reins

CalPERS board buckle up for a reboot or the active programme and consistent push into private markets.

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