All Equities articles – Page 8
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News
PKBS drops ExxonMobil, Chevron, Glencore following oil and gas expansion deals
The pension fund has decided to implement an ESG index for investments in Swiss equities
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News
Demand for equities double but infrastructure mandates fall, report finds
Infrastructure mandates for institutional investors saw a 15% fall in the last year
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Interviews
Thematics Asset Management’s CIO on themes and investment challenges
Out of the 19 boutiques businesses belonging to the Natixis Investment Management franchise, Thematics Asset Management is by no means the smallest, but it is not exactly a juggernaut, managing €3.3bn of assets at the end of last year. Yet, it is actively contributing to what could be a crucial evolutionary step for global investors.
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Features
IPE Quest Expectations Indicator - May 2024
EU parliamentary elections are approaching fast. Current polls predict a shift to the right, with the current centrist parties remaining dominant and the extremist right overtaking the Eurosceptics. US President Donald Trump is still liable to be convicted in a criminal case, but his poll figures are rising.
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News
Denmark’s PFA offloads €160m Shell holding after goal weakening
Bessing says still believes Shell better positioned for green transition than vast majority of oil and gas companies
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News
Fondo Gomma Plastica to create equity mandate investing in Italy
The scheme is working on the equity mandate with other pension funds joining as part of a consortium
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News
Finland’s Elo cites hedge funds, listed equities as Q1 drivers
Pensions insurer makes 6.5% return on hedge funds as weighting increases in portfolio
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News
Cassa Forense seeks asset managers for investment vehicles worth €4bn
The lawyers scheme is creating the two vehicles to streamline investments and administration of its assets
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News
NBIM misses benchmark in Q1 on drag from real estate
Tangen boasts biggest-ever quarterly gain in kroner for the Norwegian sovereign wealth fund
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News
Italian pension schemes reap benefits of banks’ equity investments
The Bank of Italy has distributed dividends to shareholders, including pension funds, for a total amount of €340m
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News
AP3 CEO wary of social media manipulation in election year
Staffan Hansén gets up close to US forestry asset while staying aware of 2024’s potential for global political change
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News
Swiss APK to review investment strategy, sustainability approach
The scheme plans to cover further asset classes with existing sustainability strategy
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Opinion Pieces
US pension plans wrestle with China private market exposure
After a horrible 2023, Chinese stocks look cheap and attractive. But most US pension funds do not seem interested in investing in the Chinese stock market. On the contrary, they have reduced their holdings since 2020 and some are exiting entirely, according to Bloomberg analysis.
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Features
IPE Quest Expectations Indicator - April 2024
The shadow of the US presidential elections is longer than normal because Trump is under several legal clouds. He could still get barred from participating but that seems unlikely. He does have a liquidity problem, a self-destructive streak, a mercurial character and no credible alternative waiting in the wings, though.
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News
Swedish funds lobby slams procurement agency’s ‘rigid criteria’
Lobby bemoans reduction of European equity fund range to six from 22, but FTN says 92% of assets were already placed in just six funds
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News
FTN tender winner AMF calls process ‘tough but rewarding’
Swedbank Robur says mandate award shows its fund also attractive in an international context
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News
Norwegian wealth fund ratchets up criticism of UK’s dual-class share plan
Apart from undermining UK’s reputation for strong investor protection, argues NBIM, FCA’s efforts might not even pay off
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News
Industriens Pension weaves climate index into foreign equities benchmark
Danish pension fund makes MSCI Climate Action Index 25% of the benchmark for its €8bn overseas equities portfolio
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News
Swedish funds agency unveils first tender results, most winners are Nordic
Abrdn and JPMorgan are only two non-Nordic asset managers out of six successful bidders for SEK11bn of European equity provision
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News
Swedish funds agency extends deadline of second tender duo by a week
New authority procuring funds for premium pension system reacts to unexpected changes in tender documentation