Investor Strategy – Page 2
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NewsIceland’s LV shifts entire foreign equities portfolio to segregated accounts
Pension Fund of Commerce completes three major investment management exercises - pooled funds to SMAs, new custodian, and SAA
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NewsUK pensions push back on LSEG’s 25% domestic investment call
Industry is proposing that all DC schemes designate a ‘UK-weighted’ fund as their default arrangement
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Special ReportTrends to watch in 2026: As stocks defy gravity, bubble fever speculation grows
Stocks seemed to have defied gravity this year, but the latest Bank of America (BofA) Securities Global Fund Managers survey shows that a record 60% of money managers canvassed believe global equities, including the US, are overvalued.
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Asset Class ReportsCase study: Pension Danmark focuses on AI, robotics and defence as it weighs up the value of active management
Erik Bennike, head of equities at PensionDanmark, explains the fund’s carefully chosen combination of active and passive management styles
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Asset Class ReportsCase study: Varma aiming high while Looking for domestic growth
Varma is increasing its focus on unlisted companies in its home market
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Asset Class ReportsCase study: How Australia’s largest super fund diversifies through concentrated portfolios
Mark Hargraves, head of international equities and private equity at AustralianSuper, compares managing concentrated equity portfolios to piloting speed boats
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Asset Class ReportsCase study: Soka-Bau builds out private equity
Lukas Doerr, head of portfolio management at Germany’s SOKA-BAU, explains the fund’s private equity approac
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Asset Class ReportsConcentrated portfolios: How investors are challenging common wisdom by reverting to old-fashioned stock picking
For equity investors of all kinds, the clear trend of the past few decades has been a shift away from stock picking and towards broadly diversified portfolios, managed through passive index exposure or, at most, passive-enhanced or quantitative strategies.
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Asset Class ReportsTime for more European private equity?
Investors are increasing allocations to European private equity funds, where smaller company buyouts and emerging sector specialisations are key strengths, reports Joseph Mariathasan
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NewsPeople’s Pension diversifies bonds exposure with collateralised loan obligations
Invesco will manage over £260m in AAA-rated CLOs for the UK master trust
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NewsGerman pension funds for professionals ramp up private debt
ÄVWL, the pension fund for German doctors, sees opportunities in private equity, while showing less interest in direct infrastructure equity and direct lending
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NewsTPT Investment Management launches £600m global equity fund
This is the last in the series of seven planned fund launches
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NewsPension fund execs tackle ‘disconnect’ as governments target institutional capital
Global pension fund network creates new working group to develop guide for governments wanting to mobilise domestic institutional capital
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NewsCredit Suisse pension fund names CEO in latest top management shake-up
Daniel Hunziker has been appointed as CEO of Credit Suisse Group (Switzerland) Pension Fund
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NewsUK and European pension funds push for venture capital investment
Report calls on pension funds to move from preparation to participation by building internal capability, partnering with experienced venture capital managers
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AnalysisSingapore’s Temasek looks to the future as economic headwinds intensify
The $434bn state-owned investment fund is reorganising, in preparation for the potentially troubled times ahead
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InterviewsAmundi deputy CEO Jean-Jacques Barbéris outlines the firm's institutional pipeline
Amundi’s Jean-Jacques Barbéris tells Liam Kennedy about opportunities in liquid markets and ESG staying power
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Asset Class ReportsWhy investors still back emerging market debt
Despite divided opinion, it is clear that institutional investors have remained committed to EMD even as retail flows turned negative
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Special ReportThe index revolution: From benchmarking to bespoke solutions
Index providers shift their offering as a wholesale revolution of the industry gathers pace
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Special ReportLimelight falls on ETFs as investors seek better returns
Faced with volatile market conditions, the ETF market has become increasingly attractive. Lynn Strongin Dodds reports
