Is the World Getting Riskier?
Wars, epidemics, and political turmoil—are they real threats to your investment portfolio?
Risk
Weeding Out False Factors for Smarter Beta
New and exotic factors are
less likely to earn excess returns or perform persistently, researchers have said.
How Rate Increases Could Push Liabilities Higher
As with so much in finance, it’s about looking to the long term.
UK Pensions Get Trigger Happy
Equity funds need to find new buyers as the UK’s largest pensions move out of the market.
Are You Reducing Too Much Risk?
Asset owners
may miss out on attractive yield by blowing certain risks out of proportion,
Morningstar has said.
Mexico Mulls Taking On $53B of Oil Pension Liabilities
Two state-owned companies could be relieved of a significant chunk of pension liabilities if new oil sector rules are passed by Mexico’s government.
Clarifying Quality: How to Spot a Real Value Stock
S&P Dow Jones Indices has outlined steps to identifying the Bentley of equities.
Philips Secures Second Buy-In in 12 Months
Prudential has insured £300 million of liabilities of Philips’ UK pension.
The Companies Threatened the Most by Pension Deficits
JLT Employee Benefits has identified “a significant number” of UK pension schemes with deficits greater than their sponsors’ market value.
How Old Age Could Hit Bond Portfolios
Have you considered the age of the population where you’re buying your bonds?
Convertible Bonds: Defense Against Downside Equity Risk
Actively
managed convertible bonds could provide appealing asymmetrical risk-adjusted
returns, Rocaton has said.
Risk Parity Losing to Risk Factors, Study Finds
Smart beta and risk premia strategies have come to the fore of risk factor investing, according to S&P Dow Jones Indices.
BT Insures £16B in UK’s Largest De-Risking Deal
The BT Pension Scheme created its own insurance company as part of a £16 billion longevity swap arrangement.
Pension Corp Taps Debt Market to Fund More De-risking Deals
The UK pension insurer is seeking to raise £300 million in its first ever bond issue.
UK Pensions Regulator Clarifies its Position on Risk
Not all risk is bad, the Pensions Regulator says.