The October edition

Rising interest rates that are expected to stay higher for longer, sticky levels of inflation and an uncertain outlook may have created the conditions for hedge funds to shine. That is, of course, if you believe we can forecast future performance based on what’s in the history books.

portfolio institutional’s cover story for October, examines the prospects of the asset class given the macro environment we find ourselves in.

This edition also looks at if the turmoil across the Atlantic means the US’ position as the world’s leading economic and political powerhouse is ending in favour of some emerging nations.

We also consider how institutional investors are working to create more sustainable outcomes through their debt portfolios, as well as looking at whether improving valuations mean more pension schemes should invest in domestic equalities again.

Finally, Damien Pantling explains how the Berkshire Pension Fund is repeatedly beating its benchmark and gives his thoughts on tackling the pensions skills shortage, pooling and preparing for cashflow negativity.