June 2025
12Jun

Brazil and Mexico draw inflows as investors rotate from China, India, and Russia

Latin American equities have become the top-performing stock market group this year, with investors paying just over $9 for every $1 in earnings—compared to over $19 in developed markets—according to Reuters. Brazil and Mexico have emerged as central markets for global investors seeking yield, value, and diversification amid ongoing geopolitical tensions and a shifting global macroeconomic landscape. Both countries’ stock markets are trading near record highs, with valuations described as low. Sovereign bonds across the region offer attractive yields, supported by softening...

June 12, 2025
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11Jun

UK’s DB schemes remain in ‘robust shape’, PPF 7800 shows

The Pension Protection Fund's (PPF) 7800 Index for May painted a broadly positive picture of defined benefit (DB) schemes, as the aggregate surplus of the 4,969 schemes in the PPF 7800 Index increased by £18.6bn, rising from £202.5bn to £221.1bn. The index showed a 2.8 percentage point increase in the funding ratio, reaching 125.6 per cent, while just over seven in 10 (71.8 per cent) of all schemes were in surplus, or 3,569 in total. Commenting on the report, PPF chief...

June 11, 2025
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11Jun

US. LA Pension Fund Commits $75M to 3 Funds

The $23 billion Los Angeles City Employees’ Retirement System has committed $75 million to three funds within its private equity, credit and real estate portfolios. The biggest of the three investments was a commitment of up to $40 million in the Hg Saturn 4 A L.P. private equity fund. The fund will target European-based large-cap software and tech firms that have enterprise values of at least $1.5 billion and equity valuations of more than $700 million. The fund will invest in the companies...

June 11, 2025
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11Jun

Energy firm CEO Appointed to Ghana’s National Planning and Pension Boards

Michael Bozumbil, Chief Executive Officer of indigenous energy firm PETROSOL, will represent Ghanaian employers on two critical national institutions following his appointment by the Ghana Employers Association. Bozumbil was sworn in as a Commissioner of the National Development Planning Commission (NDPC) by President John Mahama and simultaneously appointed to the Social Security and National Insurance Trust (SSNIT) Board of Trustees by Finance Minister Cassiel Ato Forson. The PETROSOL leader, who currently serves as First Vice President of the Ghana Employers Association,...

June 11, 2025
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11Jun

How Employers Can Tackle Shifting Demographics and Retirement Needs

A host of demographic and societal shifts — ranging from increased longevity of the workforce to challenges faced by younger generations in achieving financial milestones — have profound implications for how employers manage their talent and deliver financial and retirement benefits. With talent retention and workforce planning at center stage, employers can pursue several paths to help secure the retirement needs of their plan population while managing volatility through market cycles. Diana Schneider, Head of Institutional Solutions at MassMutual,...

June 11, 2025
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10Jun

Pension funding gains, negative bond returns reshaping LDI landscape for managers

LDI managers are seeing their assets under management dip slightly as long-duration bond returns have lingered in negative territory for years, and fully funded corporate plan sponsors no longer need to add assets to their liability-hedging portfolios or are transferring assets to insurance companies. Liability-driven investing emerged as the key portfolio strategy among U.S. corporate plan sponsors who closed and/or froze their plans in the wake of the funding crisis that emerged following the dot-com recession of the early 2000s....

June 10, 2025
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10Jun

Will UK Pension Savers Soon Take on More Risk and Pay Higher Fees?

Key Takeaways LTAF market expected to keep growing. Mansion House Accord commits pensions to private assets. Most UK pension saving won’t lead to a comfortable retirement. Asset managers can charge higher fees for more complex products. The UK government believes increasing the exposure of retirement funds to private assets will boost returns, but experts also say it gives a “lifeline” for asset managers to charge higher fees for their expertise. And there are also concerns about how much risk pension...

June 10, 2025
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10Jun

Africa can fund infrastructure with $4 trillion of own assets: AFC

Africa must shift away from a dependency on foreign infrastructure financing and begin to unlock the potential of its own substantial financial resources, according to the Africa Finance Corporation. The organisation’s State of Africa’s Infrastructure Report 2025 argues that Africa is not lacking in capital – it points to over $4 trillion in domestic resources, including commercial bank assets, pension funds, remittances, and sovereign wealth –  but is failing to fully leverage what it already possesses. “Financing this infrastructure transformation must...

June 10, 2025
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10Jun

The number of working pensioners in Germany has reached a record high.

In Germany, the number of working-age pensioners is increasing – over 1.1 million people aged 67 and older are working, which is 51,000 more than last year. This is a record figure in the country's history. Most pensioners who continue to work do so due to financial necessity, as pensions prove to be insufficient. Therefore, the authorities have started to encourage active work among pensioners by offering them financial bonuses and additional earning opportunities. BSW party leader Sahra Wagenknecht is astonished:...

June 10, 2025
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09Jun

Trump Removed Crypto Warnings From Retirement Plans. Will That Affect 401(k)s?

In 2022, the Biden administration’s retirement plan regulators placed a warning sign on cryptocurrencies, urging plan overseers to exercise “extreme care” before making digital coins available inside 401(k) plans. “Cryptocurrencies are very different from typical retirement plan investments,” the Labor Department noted at the time, “and it can be extraordinarily difficult, even for expert investors, to evaluate these assets and separate the facts from the hype.” The Trump administration’s regulators have decided to rescind this guidance. The Labor Department, which oversees retirement...

June 9, 2025
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