Pensions must brace for Brexit impact
The chances of Britain leaving the EU without a withdrawal deal seem greater than ever. Retirement systems need to prepare for changing valuations and disruptions to how they do business.
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Strathclyde cuts equity allocation
The UK’s largest public pension fund is de-risking its successful equities portfolio and looking to private debt, emerging-market debt, global credit and UK infrastructure to fill the void.
USS goes direct in private markets
The UK’s $78 billion USS remains growth focused despite a funding deficit, employing direct investment in private markets and tapping US government bonds in anticipation of lower gilt prices.
Post-Brexit uncertainty reigns
‘Selective optimism’ in UK real estate, infrastructure and other assets characterises investors across Europe as they scramble to tell the genuine opportunities from fool’s gold following Brexit.
On the geopolitical horizon
It’s impossible for asset owners to predict the year’s geopolitical upsets. Diversification will be the key to a resilient portfolio.
Wellcome sterling bet eases Brexit pain
Calling sterling correctly ahead of Brexit and sitting patiently in large caps are key components of Wellcome Trust’s success, which means more money for fighting drug-resistant infections.
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