Pension allocation and asset allocation trends

With rising inflation, geopolitical risk, climate and energy concerns, there’s a lot for pension funds trustees and their consultants to consider at the moment when it comes to their investment and asset allocation strategies. 
Mercer’s recently released Asset Allocation Insights 2022 report showed that South African pension funds invest 61% of their portfolios in equities, which is one of the highest equity allocations in the world. Allocations to growth assets increased year on year compared to the previous survey (+6%) as managers adopted a more pro-risk stance and investors looked toward a rebound in business activity despite the emergence of new Covid-19 variants.
Whether you are an asset owner, asset manager, financial intermediary or other institutional investment participant, these trends bring insights and actions to build upon.

To unpack the pension allocation and asset allocation trends Michael Avery is joined by Mandisa Zavala, Head of Asset Allocation at Alexforbes; Janina Slawski, Head of Investments Consulting at Alexforbes and Mark Smathers, Principal at Mercer