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...defined benefit pension fund trustees to reverse the long-term switch out of equities....
...The writer is a former global head of asset allocation at a fund manager Returns from equities have been so consistently and implausibly higher than government bonds over long time horizons that the phenomenon...
...Germany’s financial regulator had been poised to block the deal on concerns over events at Eurovita and the private equity-fund ownership structure, according to people familiar with the matter....
...The state fund added that it “fully recognises the allocation value of the current A-shares market”....
...This is leaving a lasting mark on asset allocation decisions. Whenever advisers recommend looking at potentially more lucrative long-term investments, the pushback is the same....
...That means fund managers seeking quality companies, exposure to sectors deemed key for long-term security, and international diversification will still look to maintain significant allocations to China....
...VRS said the use of leverage was part of its “long-term strategic asset allocation, which seeks to maximise return while balancing risk”....
...Equity fund managers, already squeezed by years of competition from ultra-low-cost index tracker funds, could be among the losers....
...These market conditions call to mind a previous episode of private capital funding societal technological overhaul, as fuelled by a historic allocation from a Gulf kingdom: SoftBank Vision Funds I and II...
...These delaying strategies include so-called NAV loans, which use a fund’s investment assets as collateral to raise money, and continuation funds that buy assets from existing funds within private equity...
...Its initial proposal is for an allocation of up to 5 per cent, or almost $80bn — alone more than all of Apollo’s private equity business....
...chair of fundamental equities....
...The PPF reckons it knows (with our emphasis): Our Strategic Asset Allocation effectively mirrors that envisaged by the government, and shows what can be achieved through scale and taking a similar approach...
...“However, we acknowledge that plenty of investors are likely to be unmoved unless there is a deeper strategic rethink around capital allocation,” he added....
...The commission proposed a new fund to support small defence companies through loans or equity that would be financed with €1.5bn of additional EU budget funds agreed in February, and called for an ambitious...
...The past 12 months have been punishing for foreign exchange traded fund investors with exposure to China, but fresh signs of “national team” involvement might give risk-averse market participants pause for...
...allocation....
...In turn, that deters investors from pulling money out of their rainy-day funds in cash and putting it to work in equities. History suggests it should not....
...The writer is a former global head of asset allocation at a fund manager This year has been marked by strong equity markets, and what looks to be an astonishingly narrow rally....
...Spare funds for M&A are out there. Valuations aren’t crazy....
...Partners Group expects assets in private markets to reach $30tn, helped by increasing allocations by wealthy individual investors into new “evergreen” fund structures which do not have a finite lifespan....
...At present, the proportion of public fund portfolios allocated to the constituents of the CSI 2000 index is only 2.75 per cent, significantly lower than the allocations of at least 5.6 per cent for each...
...Are there cost allocation issues that need to be kept in mind? Are there differences in strategy that multiply costs at Disney?...
...funds....
...Top executives have called for a shift in risk culture in the UK pensions industry and are advocating a greater allocation to private assets such as unlisted equities as a way to achieve potentially higher...
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