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cover of episode Funds Commit 5% To UK, Global Markets Soar, Starmer House Fire Probe

Funds Commit 5% To UK, Global Markets Soar, Starmer House Fire Probe

2025/5/13
logo of podcast Bloomberg Daybreak: Europe Edition

Bloomberg Daybreak: Europe Edition
AI Deep Dive Transcript
People
B
Bill Ferrys
C
Cathy Jones
具有超过30年金融和商业地产经验的专业人士，专注于投资销售和资产管理。
D
Donald Trump
批评CHIPS Act，倡导使用关税而非补贴来促进美国国内芯片制造。
J
James Woolcock
L
Leo Kensherper
T
Tiba Adebayo
X
Xi Jinping
Topics
James Woolcock: 我认为英国最大的养老基金同意将其至少5%的资产投资于国内，这与工党政府达成了一项新协议。这项协议为管理英国储户直接缴款养老金的基金设定了一个目标，即将其5%的资产投资于英国的私人市场。虽然这是一笔可观的资金，但它是自愿的。新协议比之前的协议有所进步，目标是将5%的资金投入私人市场，现在增加到10%，并且有更多的签署方，以及对英国的特定分配。 Leo Kensherper: 作为一名资产管理记者，我了解到大型养老金提供商已签署自愿承诺，将其10%的资产投资于私人市场，其中一半（即总额的5%）将投资于英国。政府希望看到更多像M&G这样的公司为英国的非上市公司和基础设施项目提供资金。该协议的目标是促进那些无法获得富时100指数成分股公司所拥有的重要资本的公司和项目。如果养老基金购买在伦敦证券交易所AIM市场和ACQUIS上市的公司的股票，那么这些股票将被计入英国私人市场的配置目标。关键问题是养老基金受托人的信托责任，他们必须以客户的最佳利益行事，做出最佳投资，而被强迫投资于特定行业或地区，实际上与此背道而驰。财政部表示，将监测对自愿承诺的进展情况，并通过即将发布的养老金投资审查最终报告中宣布的措施加强该倡议。政府计划制定立法，允许它告诉养老基金，如果不履行承诺，可以强制执行。归根结底，这取决于是否有可投资资产的渠道，这最终取决于其他政府政策，如产业战略和规划改革。

Deep Dive

Shownotes Transcript

Your morning briefing, the business news you need in just 15 minutes.

On today's podcast:(1) UK pension fund managers have agreed to invest at least 5% of their assets at home, marking a win for the Labour government that’s seeking to boost the economy by drawing billions of pounds into local startups and infrastructure projects.(2) Most Asian stock markets rose, following a rally in US equities, on optimism the US-China trade truce marks the end to an all-out tariff war.

(3) Xi Jinping’s decision to stand his ground against Donald Trump could hardly have gone any better for the Chinese leader. 

(4) UK counter-terrorism police are investigating a fire that took place in the early hours of Monday morning at a residential London home owned by Prime Minister Keir Starmer.

(5) Apple is planning to use artificial intelligence technology to address a frequent source of customer frustration: the iPhone’s battery life. Podcast conversation: Samsung Debuts $1,099 S25 Edge, Kicking Off Wave of Thin Phones)

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