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Uncategorised posts

Lepelmeier: interest rates ruin German strategy

German institutional investors face an urgent need to reconsider their bond-heavy investment strategies, argues Dirk Lepelmeier, a former investment head at one of the country’s largest pension funds. Herr Prof Dr Dirk Lepelmeier, to use his appropriate German titles, would rather be addressed as Dirk. That might be of no surprise to many, but it […]

Dan BillinghamNovember 1, 2013

Asset Classes

Liquidity tightens, volatility rises

How should pension funds in the United Kingdom best prepare for the government unwinding quantitive easing (QE) and tightening monetary policy? The Bank of England isn’t showing any signs of ending QE just yet, its policy begun in 2009 and designed to stimulate the economy by creating new money to buy government bonds. But QE […]

Sarah RundellSeptember 11, 2013

Investor Profile

Belgium’s KBC fund
thrives on LDI

Edwin Meysmans, chief executive of the KBC Pension Fund, sounds extremely relaxed for a man who rises early to avoid Brussels’ clogged roads on the way to the office. Then again, that Meysmans shies away from the madness of commuting crowds should perhaps be no real surprise given that his fund focuses on avoiding being […]

Dan BillinghamMarch 20, 2013