All Equities articles – Page 6
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NewsPFA hails 27% gain on domestic equity portfolio, cites stock picking
Danish pensions heavyweight describes its level of home bias as ‘strong’
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NewsNestlé pension fund launches new investment strategy
Under the new strategy, the scheme is reducing its exposure to real estate by 2 percentage points, while increasing its allocation to parallel bonds and listed equities
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NewsNBIM opts for talks with Bolloré despite own council’s divestment advice
Companies should have policies to respect human rights in supply chains as well as own operations, says Norwegian sovereign wealth fund manager
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NewsBorder to Coast set to launch global multi-factor equity index fund
The pool is searching for an external manager to support its first equity index proposition
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NewsNorway domestic SWF recommends 3% annual withdrawals
Folketrygdfondet defines a level of withdrawal which would allow the NOK365bn GPFN to retain its real-terms value
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NewsSwedish funds agency sets soft ceiling on fees, changes tender order
FTN announces changes to its plans and improvements to the process, following lessons learned
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NewsAvon Pension Fund backs small caps as outperformance expected
Small caps will outperform S&P in the next 20 years, according to head of pensions at the Avon scheme
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NewsDenmark’s IPD slams EU red tape as pensions money picks US over EU
Allocations to US equities now three times the size of EU ex Denmark weightings for Danish pension funds
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NewsAP7 divests €100m of largely Chinese oil and coal stocks
Swedish premium pension default provider says coal phase-out is ‘single most important measure to curb climate change’
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NewsDanish doctors’ pension fund votes down climate-failing bank majors
Lægernes Pension boasts 2024 climate targets achieved ahead of schedule, largely through exclusions
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Asset Class ReportsEquities: a return to passive safe havens
In an effort to counterbalance an uncertain economic outlook and geopolitical tensions, many institutional investors are avoiding active management
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Country ReportSolvency rules continue to hamper Finland’s private pension funds
The Finnish retirement industry hopes that a relaxation of regulations will allow schemes to increase equity allocations
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Asset Class ReportsMagnificent seven stocks suck up capital from other sectors
Concentration of US equity markets around a handful of names remains an intractable issue
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Asset Class ReportsSmall-cap equities struggle as giants surge ahead
Small caps are finding it difficult to make inroads in a world dominated by the Magnificent Seven
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FeaturesIPE Quest Expectations Indicator - June 2024
Trump and Biden are both losing to undecided voters, a group that is now unusually large and may be sensitive to Trump’s legal troubles. Biden’s approval rate is below his score in presidential polls, while Trump’s score is the same in presidential polls and those measuring voters’ opinion of him. In the UK, the Conservatives took another drubbing in the local elections.
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NewsNBIM backs simpler targets to achieve long-term sustainable investments
NBIM climate lead said the fund’s long term views enables it to step out of certain ‘highly politicised discussions’.
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NewsPKBS 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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NewsDemand 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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InterviewsThematics 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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FeaturesIPE 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.
