Teia Merring

#Aegon Aegon has strengthened its largest workplace pension default fund with enhanced ESG integration and private markets investment offerings. The 700,000 members currently invested in the £12bn universal balanced collection fund will benefit from improved returns, value for money and a wider range of investment opportunities as a result of the transformation, set to take place from Q3 this year. The fund, available to investors in Aegon’s ‘Retirement Choices’, ‘One Retirement’ and some other platform products, will offer a bespoke solution managed by three asset managers – with private market allocations housed within long-term asset fund (LTAF) structures (subject to regulatory approval). https://lnkd.in/d2RvqHmX

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Investors are rethinking how to allocate across portfolios in a rapidly changing environment. What does an evolved, blended public and private solution look like? Hear what Massimiliano Castelli, Adolfo Oliete and John Popp have to say at https://from.ubs/6049ldGnx #UBSAIC #UBSAM #ShareUBS

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Sven Schubert, Head of Macro Research & Gianluca Ungari, Head of Portfolio Management Italy, share insights into how our Hybrid Investment team balances optimism and caution on equities in 2025, highlighting why hedging strategies can add value in 2025. It's worth a read: https://bit.ly/3ZPZvgZ #Vontobel #Investing

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Great to see Berenice joining this esteemed panel to talk about the continued resilience of infrastructure debt asset class . At LBPAM , we have a 12 year track record in investing in European infrastructure debt. We look to offer full capital structure solutions for our Borrowers in the European mid market infrastructure space , one of the deepest markets globally . We offer strategies in Energy transition , Climate impact as well looking at how to invest in this expanding asset class to improve European competitiveness in this space . #LBPAM # infrastructure debt

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Wondering what our programmes actually look like? Enter: Visionpath's brand new case studies... First up: find out how we worked with Berenberg, one of Europe's leading privately owned banks, to outline a strategy for increasing social diversity within UK financial services – including the challenge we faced, the approach we took, and the results we got. (Spoiler alert: it was a huge success.) Read the case study here: https://lnkd.in/eaNDHr4Z #apprenticeships #financejobs #diversityandinclusion

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We've written a case study on how the addition of equities combined with cost-efficient option-based downside protection ('Protected Equities') can add particularly large value to pension portfolios, especially in the pre-retirement and decumulation phases. This case study is applied to the U.K. DC market. Enjoy reading!

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With the help of Nicola Zanetti in our quantitative advisory team, we try to estimate how holding a quota of MA funds can enhance risk-return metrics for asset allocators. We analyze how for a portfolio investing passively 75% in ETF Euro Aggregate and 25% ETF MSCI ACWI reacts while adding incremental quotas of a basket of large EUR MA Global conservative **** funds, without changing the overall allocation. The evidence we get over last 4 years shows a reduction of volatility and drawdowns while enhancing alpha. The reasons are mainly two: 1) adding an extra level of diversification ( skills) given macro and geopolitical scenarios often unpredictable 2) allowing also for a second layer of diversification (duration management, steepeners, inflation linkers, sector rotation, fx relative value, commodities, stock selection etc) not obvious for asset allocators. So we think MA funds can cover an important role as diversification boosters also for investors who love implementing directly asset allocation decisions with flexible and efficient tools as ETF.

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Link below for the replay if you’re interested in our current multi asset views. We’ve been in equity friendly Recovery but higher than expected US core inflation prints, a stronger than expected economy and tensions in the Middle East are moving our Investment Clock rapidly towards Overheat. We’re long commodities and short bonds. We’re still long equities but stock markets could enter trickier territory over the summer.

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Positioning in fixed income markets has been tricky this year, but credit markets have performed strongly. Eoin Walsh (Partner, Portfolio Management) discusses opportunities in European credit despite rate headwinds and revised expectations for rate cuts. He highlights why European high-yield sectors are attractive and the potential they hold. Watch the full video here: https://okt.to/Q7U1W3

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The macro economic landscape is constantly evolving and changing the outlook for risk and reward. Here’s our take on it right now.

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What makes thematic investing an interesting investment proposition? We examine long-term investment trends of thematic equities and assess their role in a portfolio. Could they add value to your investments? https://bit.ly/3VchSdA #ThematicInvesting #Equities #ShareUBS

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In this video, Foord portfolio managers Brian Arcese, CFA, Ishreth Hassen and Jing Cong Xue, explore the intricacies of the Foord Asia ex-Japan Fund. They discuss the strategic decisions behind launching the fund and analyze factors and prominent themes driving the fund's performance. Watch the full video: https://lnkd.in/gwUHw2Xb #finance #investing #assetmanagement #japan #asia

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For PATRIZIA Infrastructure Managing Director, Tom Maher, one of the key takeaways from Q1 was the increased competition in infrastructure as more investment managers find the asset class attractive.   To read further insights from Tom, Mahdi Mokrane (PATRIZIA Head of Global Investment Strategy, Research & Investment Solutions) and Dr. Konrad Finkenzeller (PATRIZIA Head of Global Client Solutions) on their reflections on Q1 in the real assets sector, visit https://lnkd.in/e6fNsC7A   #PATRIZIA #Infrastructure #RealEstate #Investment #RealAssets #RealInvestment #RealInsights

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Geopolitics, volatility and the prospect of persistent inflation are front of mind for investors at the moment, with building resilience a key focus across portfolios. Eimear Walsh, our Head of Investments for Europe, joined Francine Lacqua on Bloomberg’s The Pulse to discuss portfolio positioning through macroeconomic uncertainty and the role that private markets allocations can play in delivering diversification and protection through volatile markets and spikes in inflation. #investing #privatemarkets #portfolios

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Nice to see Joe Easton’s positive article focusing on London’s successes, far too often the commentary of London as a financial hub is overly negative. The stats show that the City remains an unrivalled centre, one which has the potential to attract significantly more activity and capital for the benefit of the whole of the UK. London Still Europe’s Share Sale Capital Even With Few IPOs - Share sales of $11.3 billion dwarf other European cities - UK remains in top spot even after rate hikes spurred downturn https://lnkd.in/eRtShiNM

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The common objective in these exciting new relationships is the need for a robust framework for self sufficiency to the benefit of all stakeholders.

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