Mercer’s four themes for 2018
Mercer delves into central bank policy, geopolitics, macroeconomics and sustainability to kick off four discussions investors need to have as they prepare for a more changeable year ahead.
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Satyajit Das: access real income
Author Satyajit Das, who warned about derivatives before the GFC, says debt levels have turned the whole world into a carry trade and managers need to get close to real income streams.
Investments challenge Saudi insurers
Saudi Arabian insurance companies must navigate a tiny bond pool, tight regulations and a volatile equities universe when looking to make local investments.
KWAP charts alternative course in 2017
Malaysia’s KWAP fund for public officials will further diversify its asset allocation in the year ahead, increasing investment in alternatives; it will also continue to pursue sharia compliance.
Finnish pension fund counters low rates
Finland’s €18.5 billion State Pension Fund (VER) will slightly increase its allocation to hedge funds, in order to counter the impact of low interest rates on its fixed-income holdings.
SPP moves in as banks move out
Sweden’s SPP Livförsäkring is shifting its allocation in favour of more illiquid assets, and alternative risk premia, to escape enduring low interest rates.
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