June 2025
16Jun

Swedish pension fund AP7 blacklists Tesla, has sold entire stake

Swedish pension fund AP7 said on Friday it has blacklisted and sold all its shares in U.S. electric vehicle maker Tesla (TSLA.O), opens new tab, citing violations of union rights in the United States. "AP7 has decided to blacklist Tesla due to verified violations of labor rights in the United States," the pension fund said in a statement. Make sense of the latest ESG trends affecting companies and governments with the Reuters Sustainable Switch newsletter. Sign up here. "Despite several years of dialogue with Tesla,...

June 16, 2025
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13Jun

​Danish architects’ pension fund to push climate agenda harder at Sampension

The new chair of the Danish architects’ pension fund has vowed to work harder for climate and biodiversity in the political sphere and within the pension fund’s partnership with Sampension – especially now that switching to another provider seems less likely. Pensionskassen Arkitekter & Designere (PAD) announced on Wednesday that its board had constituted architect Rikke Rohr as the new chair, taking over from Mads Gudmand-Høyer, after she was elected by the fund’s members, with Kenneth Winther – appointed by...

June 13, 2025
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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

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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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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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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06Jun

Africa can tap $1.1trn from investors for growth, AFC says

African institutional investors are sitting on $1.1 trillion in capital that could finance the region’s long-term infrastructure needs and power industrial growth, the Africa Finance Corporation said Thursday. Pensions and insurance companies, sovereign wealth funds and public development banks are still channeling funds into “low-risk and short-term instruments instead of being channelled into the real economy,” according to the multilateral lender’s 2025 State of Africa’s Infrastructure Report. The AFC estimates that $455 billion of the capital sits in pension funds, while...

June 6, 2025
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02Jun

Sweden. Market turbulence is evident in insurance and occupational pension companies’ capital investments

During the first quarter of 2025, the market value of insurance and occupational pension companies' investment assets decreased to SEK 7,646 billion, from SEK 7,836 billion at the end of the previous quarter. Compared to the first quarter of 2024, the market value has increased 1,5 percent from SEK 7,530 billion. The quarter in brief ”Market turbulence over the past quarter has led to lower capital investments, especially in shares”, says Malcolm Svensson Rothmaier, economist at Statistics Sweden. In the...

June 2, 2025
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