All interest rates articles
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AnalysisSwiss pension funds brace for prospect of negative interest rates
Swiss National Bank urged to avoid policies that make pension funds collateral victims of strategy aimed at weakening Swiss franc
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NewsBaFin warns over German Pensionskassen’s heightened private markets exposure
The exposure spans commercial real estate, private equity, private debt and mezzanine financing
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Features
Fixed income, rates, currencies: Fickle US policy shakes global investor confidence
The hugely unpredictable policy announcements from those in charge of the world’s largest developed economy are market events more usually associated with goings-on in a newer EM economy
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NewsGerman pension funds for professionals fend off claims of poor investment decisions
VZB, a pension fund for dentists in Germany, says it has a reserve worth €145m and is able to fulfil its statutory promises in terms of paying benefits to its members
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NewsInflows to Spezialfonds stagnates as investors eye direct fixed income allocations
Spezialfonds also failed to record higher inflows year-on-year in 2024 from retirement benefit schemes
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NewsPension funds foresee increased risk to assets and liabilities in 2025
77% of pension fund executives surveyed by Ortec Finance say they expect the coming year to bring an elevated risk profile
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NewsSwiss pension funds’ funding ratios reach highest level in 10 years
Fully funded public pension schemes in particular reached a funding ratio of 114%, exceeding the highest level of 112.9% recorded in 2021
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NewsSwiss schemes nudged to cut fixed income amid low interest rates
From 2014 to 2022, Swiss pension schemes’ allocation to fixed income investments fell from 39.2% to 31.7%
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NewsDutch pension giants post solid 2024 returns despite bond market headwinds
Strong equity market returns more than compensated for capricious returns on bonds
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NewsBarmeniaGothaer AM ditches third-party managers for corporate bonds
‘The new team we will be able to manage certain types of investments such as corporate bonds in the future,’ says co-CEO
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NewsSwiss corporate schemes under stress while risk of persistent low interest rates returns
Corporate schemes’ assets went up by 1.5%, partially offsetting increasing liabilities, but funding ratios fell to 120.9% in December 2024, from 121.1% in September 2024
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NewsSwiss pension funds see boost in returns, funding ratios in 2024
Consultancy PPCmetrics says schemes saw returns of 8.7% in 2024, while funding ratios reached a 115.5% level
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AnalysisDutch DC frontrunners reform their interest rate hedges
In DC, pension funds will only hedge interest rate risk for older participants
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AnalysisGerman occupational pension schemes gear up for 2025
Pensionsfonds continue to be one of the most preferred vehicles for companies to outsource direct pension promises
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NewsSwiss schemes apply high interest on savings as yields fall
It will be ‘very challenging’ for pension funds to generate the statutory minimum interest rate of 1.25%, says PPCmetrics
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InterviewsHow pension funds manage derivatives and liquidity needs
The use of derivatives, for hedging and other purposes, is common among pension funds, but it can be a drain on liquidity. We asked three pension funds how they ensure adequate levels of liquidity when interest rates are volatile
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Asset Class ReportsInvestors eye return to European small cap equities
Largely dependent on domestic investors, interest has been growing in the opportunities offered by Europe’s smaller companies
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Country ReportLower interest rates see Swiss pension funds adjust asset allocations
Lower rates are nudging Swiss pension funds to rethink their approach to fixed income and private markets
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NewsSwiss supervisor reworks definition of improved benefits
Two-thirds of average returns above market interest rate are available to amass fluctuation reserves, and one-third is used for interest rates on pension savings, says OAK BV
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Asset Class ReportsLocal currency debt markets now more compelling
Bond yields are now more attractive because local central banks hiked interest rates sooner than their developed market counterparts
