All Equities articles – Page 16
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NewsLGPS Central seeks active emerging markets equity manager
The pool is looking for active managers that use a fundamental rather than quantitative approach
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NewsInarcassa ups bonds, cuts equities in new strategy
The scheme has also decided to integrate a sustainability element in its latest asset allocation strategy
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Opinion PiecesGermany’s equity pension plan raises questions
The current legislative period could bring substantial changes to Germany’s pension system. The government is pursuing reforms to fund first-pillar pensions through a buffer fund invested in equities, although there is little consensus on its feasibility.
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FeaturesAhead of the curve: Is small cap the next mean reversion trade?
By now, most investors have noticed a rebound in value relative to growth in equity markets. After underperforming growth over the past decade, value stocks are experiencing strong mean reversion and outperforming significantly.
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News
AMF buys AP1’s stake in Swedish electricity firm Ellevio
Parties tight-lipped on deal price, but the 12.5% stake was valued at €135m at end of June
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NewsATP buys 15% of Better Energy for ‘triple-digit million’ DKK sum
Denmark’s largest pension fund snaps up 15% stake in local solar energy firm
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NewsItaly roundup: PreviAmbiente sets up new equity sub-fund
Plus: Inarcassa, Enpav expect positive returns in 2023; INPGI picks alternative investments funds
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News
Norway’s new northern fund to be separate from sovereign fund, panel advises
Working titles for proposed investment unit are ‘Government New Northern Fund’ and ‘Government Pension Fund Arctic’
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Asset Class ReportsEquities – Factor investment strategies return to favour
After a few years of poor returns from factor investing, investors are again showing interest – but with more realistic expectations
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Asset Class ReportsEquities – Investing in the midst of Europe’s gloom
Healthcare and luxury brands are two sectors with potential to stand out in an otherwise gloomy macro environment
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Asset Class ReportsEquities – Is tracking error key to carbon reduction?
Passive investors may have to rethink their tracking error limits in the net-zero environment
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Asset Class ReportsAsset class report – Equities
Factor investment strategies were once the ‘new black’ - scientific, quant driven approaches that could deliver the ‘smart beta’ nirvana of lower volatility returns and optimised exposure to robust return premia from small cap, value and quality stocks. Pundits always warned adopters that not all factors would perform all of the time - and indeed they didn’t. But investors are taking a fresh look at factor strategies now the extended spell of outperformance of growth stocks has passed, and value has reasserted itself.
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Special ReportProspects 2023: Does zero China make sense?
Many investors are avoiding the People’s Republic, but they would do well to look at the reality
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FeaturesIPE Quest Expectations Indicator: December 2022
The Ukrainian offensives look to have petered out and a new initiative will be needed to maintain morale. The US government is once again gridlocked and another debt ceiling fight is likely. The EU seems ready even for a harsh winter, but there are signs of war fatigue. In the UK, Prime Minister Rishi Sunak has apparently learned from the Liz Truss debacle, quickly making the necessary political U-turns, in particular on climate change. Expectations for the COP27 meeting in Sharm El-Sheikh were low. Analyst views indicate increasing belief that the wave of interest rate increases is receding.
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NewsDanish teachers’ pension fund to shed €269m of fossil equities
Lærernes Pension tightens criteria for fossil fuel exclusions, after setting 2050 net-zero goal in June
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Opinion PiecesViewpoint: Asset allocation – factoring inflation
As inflation keeps beating records, real incomes remain under pressure and the standard approaches to diversification are challenged
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NewsAustrian Pensionskassen cut equities, up alternative investments in H1
Austrian Pensionskassen returned -8.78% in the first half of this year, down from 7.63% recorded in 2021
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News
Luxembourg’s FDC awards MFS €600m active emerging market equity mandate
The strategy’s goal is to outperform the MSCI Emerging Markets index with a controlled tracking error over a full market cycle
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FeaturesMarket overview: German institutional investors manage uncertainty
At mid-year 2022, the volume of Spezialfonds – the German vehicle for professional investors – administered on Universal Investment’s platform was €498bn, a rise of around 5% year on year. On a six-month basis, however, and compared with the end of the booming stock year 2021, asset volumes were down around 3%.
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Special ReportSpecial Report – Asia investment
Investors steadily withdrew from emerging Asia equity markets this year, taking nearly $30bn out of the markets in the seven months to the end of July, with six consecutive months of outflows. Tech-oriented Taiwan and South Korea were most affected and India was not unscathed.
