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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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Tech focus: How Canada’s BCI created a centralized trading framework

Canada's BCI, the $211.1 billion asset manager, has transitioned to an active in-house global asset manager requiring robust systems, processes and specialised expertise. A recent White Paper explains how the process has led the investor to build a value-added, modern centralized trading framework.

Investors can’t afford to ignore China risk: Kotkin

A video interview with geopolitical expert Professor Stephen Kotkin looks at the investor implications of the Russia Ukraine conflict, the recalibration in the US China relationship and where the "real" geopolitical risk lies.

Why asset owners need to become ‘technologized investors’

The use of technology has the potential to transform the investment industry bringing down the cost of asset management, exponentially increasing innovation and building more resilient and adaptive portfolios. So investors need to move now to keep pace with the change. Amanda White talks to Herman Bril.

Switzerland’s Migros profits from unique aspects of Swiss property market

Swiss pension fund MPK has withstood a difficult year in bonds and equities thanks to its large allocation to real estate. More people tend to rent than buy apartments creating steady demand for rental properties, says CEO Christoph Ryter.

The ultimate trophy asset: When prestige is more important than returns

Forget returns. The Gulf SWFs vying for ownership of European football clubs are after amenity value, soft power influence and winning regional rivalries. The returns only come at the end when they sell these trophy assets… as long as there are enough billionaires in the world to buy them.

Alaska grows wary of private equity

Alaska's CIO Marcus Frampton explains why he's keen to pare back private equity. Writing smaller cheques comes with consequences but he'd rather get the right portfolio exposures ahead. Absolute return and RE become a focus.

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