All Equities articles – Page 9
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News
Asga’s global equity investments prompt 5.25% return
The scheme’s AUM grew year-on-year as a result of its positive performance to CHF26.48bn from CHF24.19bn in 2022
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News
Alecta loses new chair, but denies conflict of interest was problem
Carina Åkerström quit after newspaper reports on potential conflict of interest with Handelsbanken
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Features
IPE Quest Expectations Indicator - March 2024
Climate change is coming to a trend break as the low-hanging fruit has been picked.
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News
Alecta writes off €1bn of its Heimstaden Bostad investment
CEO of troubled Swedish pensions giant says ‘fully aware it will take time and hard work to regain customers’ trust’
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Analysis
Interview: Elizabeth Fernando on NEST’s new thematic strategy
Sustainability focus underlines NEST’s growing importance as a UK institutional investor
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News
NEST to invest £5bn in thematic equity fund by 2030
The UK workplace pension scheme appointed Lombard Odier Investment Managers to manage the multi-thematic equity fund
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News
Keva leads Finland’s pension majors on 2023 returns with 6.8%
Listed equities shine for pension funds, including Varma, Ilmarinen and others despite last year’s ‘feeble’ Finnish equities
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News
Swedish funds agency expects to launch €4.8bn index tenders
Preparation for premium pension system procurements for global and European index funds now in final stages, says agency
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Opinion Pieces
UK equities: stop tinkering and focus on the long term
As the UK heads for a general election this year, both major parties (Labour and Conservative) will be proclaiming their solutions to the UK’s perennial problems of chronically low levels of investment, a dearth of new innovative companies and disappointing growth.
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Asset Class Reports
UK equities fail to regain their shine
UK pension funds are abandoning domestic equities, and the country’s global weighting in indices has also declined significantly
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Opinion Pieces
Corporate pensions: a close eye on yields in 2024
The final two months of 2023 saw a return to form for global fixed income and equities, with respectable single and double-digit numbers in each case. After a false start in early 2023, at least for a multitude of asset forecasters, bonds were finally back in the final months of last year.
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Features
IPE Quest Expectations Indicator - February 2024
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
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Asset Class Reports
Equities portfolio strategy: Cautious optimism as hard landing fails to materialise in 2023
A shaky European economy will work in favour of quality companies when it comes to stock selection
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News
Inarcassa grows AUM to over €14bn as bonds, equities rebound
The pension fund for self-employed engineers and architects in Italy recorded a gross operating result of approximately 7.7% last year
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News
P+ divests 10 Chinese stocks on solar cell forced labour risk
“Solar cell production is one of the industries where the risk of links to forced labour is very high,” says pension fund’s responsible investments chief
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News
German government to kickstart first pillar equity fund with €12bn
Parliament will make a final decision on the 2024 budget at the beginning of February
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News
Swiss scheme tenders up to €7.4bn via IPE Quest
The occupational pension plan is tendering three passive large-cap and small-cap equity mandates
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News
Austrian provident funds increase allocation to bonds, equities
FMA’s report also showed that the pension schemes reduced their allocation to real estate
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News
Siemens Pensionsfonds increases stake in Siemens Energy
Siemens Energy is going through hard times, receiving an aid package from the state, banks and other stakeholders
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News
PFA expects positive 2024 returns after 2023’s bullish stance pays off
Largest Danish pension fund reports 12% customer return, praising its own ‘moderately positive’ equities tactics