fixed income

Investor Profile

AustralianSuper rebalances equities

Australia’s largest superannuation fund, the A$250 billion AustralianSuper, plans to decrease its equity allocation in favour of fixed income according to the fund’s CIO Mark Delaney, as he predicts central banks will tap the brakes on monetary policy amid concerns of rising inflation.

Glenda KorporaalJanuary 27, 2022

FIS Digital – November 2021

PGIM’s Hunt on the demise of the 60:40 portfolio

The transformation of investment instruments in fixed income has altered traditional 60:40 portfolios. But for some investors, the hunt for yield is a rising cause for concern that could lead to another credit crisis.

Sarah RundellNovember 5, 2021

Investor Profile

NBIM charts 25 years of investing in fixed income

The $1.23 trillion Norwegian sovereign wealth fund celebrates 25 years of investing in fixed income. Sarah Rundell looks at some of the highs and lows of its fixed income portfolio which makes up around 30 per cent of fund.

Sarah RundellOctober 11, 2021

Investor Profile

Concern about hidden inflation risk: AP4

Driven by active return, AP4 produced a stellar 9.6 per cent in 2020. But its chief executive, Niklas Ekvall remains cautious about the economic outlook and its impact on the portfolio, especially with regard to inflation.

Amanda WhiteMarch 31, 2021

Asset Allocation

CalPERS benefits from income allocation

CalPERS traded $55 billion in fixed income securites last financial year as it implemented its new internal structure apportioning fixed income assets across three groups: treasuries, spread and high yield. The asset class returned 9.6 per cent for the year.

Amanda WhiteSeptember 30, 2019

Uncategorised posts

Responsible FI promotes good markets

Responsible investment has assumed an increasingly central role in fixed income portfolios and in the experience of Jørgen Krog Sæbø CIO, fixed income, and Lars Tronsgaard deputy managing director at Folketrygdfondet, which manages the Government Pension Fund Norway, one part of Norway’s Government Pension Fund, adopting a responsible investment focus builds more integrated understanding and deeper insight into companies.

Jørgen Krog Sæbø and Lars TronsgaardSeptember 6, 2019