All Equities articles
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News
Swedish funds lobby bemoans late changes, as FTN extends deadline again
Swedish Fund Selection Agency pushes deadline for active global equity tender back for second time, citing ‘ambiguities’ in the RFP
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News
Akademiker overhauls equity strategy behind new market-rate product
Danish labour-market pension scheme dials risk levels both up and down within range of AlfaPension profiles
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News
German liberal party pushes programme for pension investments in equities
FDP is campaigning for a “real statutory equity pension” based on the Swedish premium pension model
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News
PensionDanmark to ramp up equities after 17% stocks gain in 2024
Danish pension fund to increase the equity proportion particularly for younger scheme members, and postpone risk reduction starting point by five years to age 50
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News
NBIM proposes cutting smaller EM stocks from SWF’s benchmark
Proposed change would excise thousands of Chinese stocks from GPFG’s €1.7trn portfolio
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News
PFA’s climate product beats standard pension with 19.6% return
Parts of the green sector hit by declining investment appetite in 2024, says CIO
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News
Dutch doctors’ fund focuses on Europe in new equity portfolio
The scheme’s new concentrated portfolio only includes 65 companies
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News
Fondenel launches new equity investment option
Under the new option, the pension fund will pursue a strategy with a strong exposure to equities
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Features
Briefing: The challenge of investing in Europe’s energy transition
The way the European economy powers itself is undergoing a fundamental shift, driven by market forces and policymakers. But while the direction of travel is clear, the path to a different energy mix is tortuous and the shift may be much slower than required to meet Europe’s target to be net zero by 2050.
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Features
Asset allocation: hard to pick short-term winners
IPE’s latest manager expectations survey finds high net sentiment across most main asset classes as allocators weigh the Trump trade
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News
Norway SWF urges CII to go further combatting ‘stealth dual-class structures’
NBIM gives views to Council of Institutional Investors on proposed policy changes on unequal voting structures
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News
Alecta cuts DB equities exposure by €4bn in consolidation policy shift
Sweden’s biggest pension fund decides to reduce required funding level for surpluses to be transferred to employers
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News
Investment in European equities by European asset managers has fallen by a third
Share of listed equities issued in Europe held by investment funds domiciled in euro area has dropped from 37% in 2015 to 27% at the end of last year, says EFAMA
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News
Varma trumpets biggest investment yet with €2.3bn in US climate ETF
Finnish pensions insurer invests in Invesco New-York ETF launch, with fund tailored to its own needs
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News
Migros Pensionskasse outlines riskier strategy boosting real assets, equities
The scheme will increase investments in infrastructure and equities by 2% each
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News
Sampension divests China’s Temu on consumer protection concerns
Danish pension fund blacklists company behind online marketplace, citing EU probe into possible rule-breaking
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News
Dutch doctors fund switches to concentrated equity portfolio
The €10bn fund will only keep about 70 companies in a new buy-and-hold approach
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News
Varma invests €500m in made-to-measure Japanese low-emission ETF
Finnish pension firm’s listed chief says Varma will carry on creating more sustainability products
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News
Norway’s SWF seeks green light to sell slowly-growing Russian assets
NBIM also makes first Israeli company blacklisting since ethical council stepped up its stance regarding Palestinian territory occupation
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Asset Class Reports
Equities: US equity markets expected to gain from Trump’s victory
As the political dust settles following Donald Trump’s victory in the US presidential elections, global equity funds are eagerly eyeing the incoming administration and the opportunities it may offer