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Sweden’s AP2 and Germany’s BVK join investors in New Forests fund
Australia New Zealand Landscapes and Forestry Fund also received A$75m from Australia’s CEFC
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Equity Market Outlook 2Q 2024
Powerful investment themes, such as AI, can capture the market’s collective imagination. Taken to an extreme, however, they can also trigger distortions across and within the markets.
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Asset Allocation Committee Outlook 2Q 2024
“The economic outlook may have improved, but large parts of the credit and equity markets are already priced for a soft landing.”
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Generation IM raises $1.5bn from pension funds for Just Climate net-zero strategy
CalSTRS, PSP Investments, AP4 and AP2 among investors joining fund to reduce carbon emissions
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CalPERS makes $2bn infrastructure investments
Pension fund also proposes infrastructure portfolio restructuring to address allocation policy breach
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Fixed Income Investment Outlook 2Q 2024
Investors continue to wait for clear signals as to the timing and extent of interest rate cuts. After last year’s significant progress on prices, inflation remains elevated and slow in its path toward target levels. That said, although the timing remains uncertain, we believe that the Federal Reserve and European Central Bank will likely begin their downward journey sometime this year.
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2024 2Q outlook: Adapting to high tide
Originally written and recorded by a Jamaican trio in 1967, “The Tide Is High” made its biggest splash with the now-classic 1980 cover version that topped the charts around the world. Thematically simple, the song’s familiar chorus acknowledges challenging circumstances while expressing the narrator’s resilience (“I’m holding on”). It’s an apt soundtrack for today’s investors as they acclimate to a high-tide environment of their own.
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TIAA, AP1 and AP2 European office JV acquires fully-let Paris asset
CHOP’s manager Nuveen Real Estate acquires office on rue Jobbé Duval
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AustralianSuper, QIC, AP2 back sustainable infra firm Generate [updated]
Generate raises $2bn from investors including Aware Super, UK Railways Pension Scheme, Wellcome Trust
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Relative Value & Tactical Asset Allocation Q2 2024
Global Economy is Weighed Down by Geopolitical Crises and Policy Uncertainties