All Equities articles – Page 6
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Special ReportTime to understand India
The country has much to offer investors, with impressive GDP growth, an innovative tech industry and soaring consumer demand
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Asset Class ReportsInvestors look to smaller companies
Following the rout of the Magnificent Seven, small and mid-caps stepped into the breach
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Asset Class ReportsEquities: Active investors keep their eye on the prize
As equity markets enter a new phase after the August 2024 sell-off, institutions are sticking to their long-term active equity approaches
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Opinion PiecesInstitutional investors shouldn't be so concerned about equity market concentration
Before the August 2024 equity sell-off, the rising level of concentration in global equity markets had many investors worried for some time, and concentration may well continue to be a feature of equity markets in the near future.
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FeaturesIPE Quest Expectations Indicator - September 2024
Kamala Harris’ candidacy has turned the political mood in the US. The two candidates are very close together in the polls but while Trump’s score is stable – except for a worsening favourability – Harris’ statistics all show a positive trend.
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Special ReportTop 10 European pension funds raise equity and bond exposure
Pension funds in most European countries recorded strong returns of between 6% and 9%, according to preliminary figures published this summer by the OECD.
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NewsAlecta continues to improve governance and culture, posts 7.7% H1 return
First half of 2024 ‘has been marked by the events in 2023 that damaged confidence in us’, says Swedish pensions giant
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NewsSampension bemoans failing engagement with fossil fuel companies
Danish labour-market pension provider excludes eight fossil energy companies
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NewsFinland’s big three pension funds uneasy about outlook, after H1 5% returns
‘The end of the year already looks considerably more restless,’ says Keva CEO Jaakko Kiander
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NewsNorway’s SWF underperforms and sees declining returns in second half
Equities were only asset class to produce positive returns for GPFG between January and June, interim report shows
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NewsCPEG awards CHF200m sustainable equities mandate as it exits energy/fossil fuels
Scheme gradually disengaged from energy sector, excluding fossil fuels companies whose emissions were not in line with Paris Agreement
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NewsTK Pensionsfonds cuts equity in favour of private markets in new allocation
The corporate pension scheme has also increased its investment target to euro corporate bonds, assigning a new mandate for the asset class
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NewsDutch newspaper scheme triples defence investments
Germany’s Rheinmetall is now the largest position in the European equities portfolio of Pensioenfonds Mediahuis
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NewsLGPS Central appoints Longview Partners as global equity manager
Longview joins the existing managers Harris, Schroders, and Union
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NewsBorder to Coast seeks manager for £6.8bn global equity alpha fund
The investment pool is looking for a manager that is philosophically aligned with growth investing and can identify emerging structural growth opportunities
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NewsAP1 reports 5% first-half return despite 20% knock to infrastructure
Swedish national pensions buffer fund is first to report 2024 interim results
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NewsBonus Pensionskasse cuts European and EM equities to boost returns
The scheme’s performance benefitted from reshuffling regional equity allocations, with a more robust weight to global equities
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NewsWiltshire Pension Fund appoints LOIM, Barnett Waddingham
The scheme will invest £75m in LOIM’s Planetary Transition strategy
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NewsCorporate debt could become more attractive than equity under climate scenarios
Prompt and robust abatement action is needed to keep losses below 10%, research by EDHEC Business School shows
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NewsGerman far-right party supports pension plans linked to citizenship
The investment policy of such plans would look like that of the Swedish AP7 fund, investing heavily in equity, and without ESG restrictions imposed on fund managers
