Brexit recession not inevitable The UK economy will flirt with, but avoid, a recession, according to economic research firm Fathom Consulting. However, this forecast assumes... August 1, 2016 News DCLG on Brexit: carry on pooling The Department for Communities and Local Government has told LGPS funds to continue with the asset pooling process following the... August 1, 2016 News Aberdeen raises £115 million for PRS portfolio Fund manager Aberdeen Asset Management has raised £115 million from UK pension funds to invest in the private rented sector (PRS).... August 1, 2016 Round-Up Local authority pension funds face a challenging future after EU vote Deficits on defined benefit schemes have soared to record levels after Britain’s surprise vote to leave the European Union. Mellon... Jason Lejonvarn Managing Director, Global Investment Strategist Mellon Capital Management Paul Hatfield Global Chief Investment Officer and President Alcentra August 1, 2016 Comment What now for equities? Equities are a key asset class for pension funds looking for long-term growth, but their role may be changing as... Matthew Craig LAPF Investments August 1, 2016 Focus Private equity outlook looks good for managers A survey of nearly 200 private equity (PE) manages has found that many expect to see increased investor allocations over... August 1, 2016 News Hedge funds face testing outlook Hedge fund performance has plateaued since 2011 and 2016 could see net outflows from hedge funds, for the first time... August 1, 2016 Round-Up Hefty company contributions to DB pensions failing to dent deficits The UK’s defined benefit pension plans have swallowed £75 billion in company cash contributions since 2010 according to consultant Mercer. Mercer estimated... August 1, 2016 News Use “second generation” indices for commodities, investors told Investors in commodities should utilise “second generation” indices in order to maximise risk-adjusted returns and avoid flaws inherent in blindly... August 1, 2016 News Intelligent capital allocation – an overlooked concept in investing Stephen Way of AGF Investments outlines the importance of investing in firms that understand the importance of their capital allocation... Stephen Way Senior Vice-President and Portfolio Manager AGF Investments Inc. August 1, 2016 Focus