All Equities articles
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NewsAMF splits equities management into domestic, foreign, to boost return chances
Swedish blue-collar pension fund says creating two equities departments will ‘clarify and streamline the work and improve our opportunities to create a competitive return’
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FeaturesIPE Quest Expectations Indicator – January 2026: Equities win managers’ vote
The pessimism around equities prevailing last summer has evaporated
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NewsSweden’s Alecta thanks equities, forex hedging for 9.6% 2025 return
‘High degree’ of currency hedging protected value of pension giant’s foreign assets, says CIO Bernengo
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NewsSwiss pension funds sail through index concentrations with positive returns
Swiss pension funds recorded an average performance of 5.9% last year, corresponding to investment returns of CHF70bn, says Complementa
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NewsPFA holds off after last year’s US bond exit over Trump
Sampension says poll shows nearly 70% of Danes fear global developments – with Trump in power – will hit their pension savings
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NewsAkademikerPension blames weak 2025 partly on in-house equities transition
Danish pension funds post returns of up to 14% for last year, with US dollar hedging having been crucial for success, according to consultant
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NewsAlecta off hook over US bank losses after watchdog drops probe
Swedish pensions major is “stronger and safer” now, since implementation of its improvement programme, says CEO Hasslev
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NewsAP7 tightens climate exclusions, drops Chevron, Petrobras
Swedish pensions giant accelerates pace of climate blacklistings, ruling out 35 companies in latest announcement
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NewsPME replaces BlackRock in €5bn ESG equities portfolio
UBS AM and MN take over the pension fund’s ESG equity portfolio from the American manager
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NewsPFA reveals DKK40bn equities revamp cashed in on tariff-jitters bargains
“Timing could hardly have been more challenging,” says Danish pensions CIO of lifecycle profiles restructuring
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NewsIPE Conference 2025: ‘Back Europe with investment capital to defend values’
Speakers from politics, policy, productive finance, and pensions industry experts discussed barriers to increasing European private-sector investment
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AnalysisIPE Netherlands Briefing: Dutch GP fund defies buy-and-hold equity promise
Plus: With the Dutch pension transition gearing up, the Dutch market for buyouts, estimated to be worth some €20-30bn, appears to be accelerating
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FeaturesIPE Quest Expectations Indicator – December 2025: Uncertainty receding
With Trump losing support domestically, the economy is expected to growh
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AnalysisDutch GP fund equity shake-up defies buy-and-hold promise
The Dutch pension fund for doctors introduced a new concentrated equities strategy at the start of the year, promising ‘as few transactions as possible’
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Podcast#24 Leaders in Investment podcast: Manfred Brenner and Poul Thybo, CIO and Head of Investments respectively for Austrian pension fund APK
In conversation with Liam Kennedy, Editorial Director, IPE
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NewsFTN doubles fee as tender work proves more laborious than expected
Sweden’s Fund Selection Agency to hike its tender fee from next year, while cutting annual monitoring fee for older funds
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NewsNBIM talks up active management success, moves to increase SWF’s risk
Manager of Norway’s sovereign wealth fund tells government active management has been more profitable in last five years than before
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AnalysisStoltenberg seen as saviour of Norwegian SWF’s recipe for success
Academics laud government, parliamentary move to reset oil fund’s ethical investment rules, while local investment sector player sees it as a prompt for reflection
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NewsPFA’s defence investments balloon to €1bn with years of European rearmament to go
Danish pension fund reveals near tenfold increase in defence sector investments since start of Russia/Ukraine war
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ResearchIPE institutional market survey: Global equities managers 2025
European institutional investors hold just shy of €2trn in global equities, up from €1trn in 2022. The assets held in global equities by European institutions have nearly doubled, no doubt thanks to the meteoric rise of equity valuations in the post-COVID years.
