All Equities articles – Page 11
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NewsDutch newspaper scheme triples defence investments
Germany’s Rheinmetall is now the largest position in the European equities portfolio of Pensioenfonds Mediahuis
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NewsLGPS Central appoints Longview Partners as global equity manager
Longview joins the existing managers Harris, Schroders, and Union
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NewsBorder to Coast seeks manager for £6.8bn global equity alpha fund
The investment pool is looking for a manager that is philosophically aligned with growth investing and can identify emerging structural growth opportunities
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NewsAP1 reports 5% first-half return despite 20% knock to infrastructure
Swedish national pensions buffer fund is first to report 2024 interim results
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NewsBonus Pensionskasse cuts European and EM equities to boost returns
The scheme’s performance benefitted from reshuffling regional equity allocations, with a more robust weight to global equities
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NewsWiltshire Pension Fund appoints LOIM, Barnett Waddingham
The scheme will invest £75m in LOIM’s Planetary Transition strategy
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NewsCorporate debt could become more attractive than equity under climate scenarios
Prompt and robust abatement action is needed to keep losses below 10%, research by EDHEC Business School shows
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NewsGerman far-right party supports pension plans linked to citizenship
The investment policy of such plans would look like that of the Swedish AP7 fund, investing heavily in equity, and without ESG restrictions imposed on fund managers
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NewsATP and PFA draw IPO lessons as they settle OW Bunker case
Danish pensions heavyweights among €86.5m group settlement; ATP says cost of continuing through courts ‘would run into millions’
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FeaturesThe next Magnificent Sevens are hiding in plain sight
Like the so-called FANGs that preceded them, one could argue that the Magnificent Seven group of US tech mega-caps that accounted for a large portion of market performance in 2023 are now a part of Wall Street’s history books. Besides two names that have continued to pull away from the pack, the group is no longer commanding investors’ undivided attention.
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Country ReportItalian pension funds fine-tune asset allocation
Growing appetite for private market investments, amid shifting equity and bond portfolios, are keeping Italian pension funds busy
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FeaturesIPE Quest Expectations Indicator - August 2024
Joe Biden’s weakness was a lucky stroke for Donald Trump, who has shown similar symptoms for years. It remains to be seen what effect Kamala Harris has on the polls. Trump and his chosen VP are both proponents of weakening the USD.
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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
