All Equities articles – Page 12
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News
Italian pension funds invest in central bank in search of stable returns
Pension schemes investing in Italy’s central bank include Fondenergia, FondoPoste, Enpam and Inarcassa
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News
AP7, PFZW join list of pension funds stating Russia divestment intent
Trading environment may mean divestment decisions are largely theoretical for the time being
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News
Norway SWF’s NOK27bn Russia assets lose 90% of value, may become worthless
GPFG nurses 6.1% loss so far this year, as NBIM leadership emphasises uncertain outlook in news conference
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News
AP7 re-tenders €66bn of passive global equity mandates
Swedish national pension fund says it intends to procure between two and four mandates
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News
Denmark’s P+ steps up CO2 engagement with Mærsk, Samsung and others
Danish pension fund places 20 firms on CO2 watchlist, including A.P. Møller-Mærsk and Samsung
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Asset Class Reports
Portfolio Strategy – Inflation: A new regime
CIOs and asset allocators discuss the effect of inflation on portfolios
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Features
Briefing: Now is not the time to give up on emerging markets
“Just when I thought I was out, they pull me back in!” This classic Al Pacino line has applied to many emerging market investors in recent years. Like Michael Corleone, drawn by the potential offered by bold business opportunities, they have accepted to take higher levels of risks in a quest to obtain better results. However, similarly to the family at the heart of The Godfather saga, the outcome of such bets has often caused a lot of pain.
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Opinion Pieces
Guest Viewpoint – Nicholas Benes: The stock exchange of the future
In 2060, the world may look back at decades of convulsive changes in equity markets, guided by optimism that civilisation might just make it. People might remember that at some point during the second decade of the 21st century the earth suddenly exceeded 1.5°C of warming over pre-industrial times, sparking mass protests and turbocharging activism, focusing even more on ESG themes and ‘shareholder democracy’. Global movements will have been propelled by strange weather phenomena and the participation of young people, who had gained deeper understanding of equity markets than ever before.
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News
Swedish buffer funds: AP3 posts 21% while PE-only AP6 returns 49%
Listed equities, alternatives and krona weakness power returns in 2021, says AP3
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News
Mandate roundup: LGPS pool launches alternative credit fund
Plus: Swiss consultant seeks infrastructure manager for pension funds; AP7 picks PPCmetrics
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News
AP2 lays ghost of 2020 with ‘best ever’ return of 16.3% in 2021
Fund bounces back after 2020 returns were weaker than peers AP1, AP3 and AP4
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News
ATP gives highest-ever pensions hike, but sees lower returns ahead
Nearly half of the geared investment portfolio return came from inflation-linked instruments in 2021
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News
AMF generated 34% equities return amid portfolio restructuring
Blue-collar pension fund reports increase in solvency to 232% from 196%
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Analysis
Analysis: German institutional investors still hesitant to invest in Asian equities
German institutional investors allocate around €624bn to equities, of which only €24bn (4%) to Japan, €4.9bn to China (0.77%) and €4.5bn to India (0.70%)
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News
Tech stocks and property drive Norway SWF’s second best NOK returns
‘Clearly we don’t expect this development to continue like this,’ says Tangen
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News
ATP greets business leader trio as advisers for new direct investment unit
Danish pension fund appoints Niels Jacobsen, Marianne Kirkegaard and André Rogaczewski to advise on ATP Long Term Danish Equity investments
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News
East Sussex Pension Fund nearly out of fossils with Osmosis global equity mandate [updated]
UK local authority pension fund says passive equity switch removes £17m of fossil fuel shares from portfolio
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News
Sweden roundup: Alecta invests $200m via property catastrophe sidecar
Plus: AP3 invests €300m in Verdane impact-focused fund
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News
Icelandic pension funds tackle low rates by cranking up equities allocation in 2022
New investment policies for Birta, Frjálsi and Almenni include raising equity weighting in some portfolios
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News
Profond’s returns jump to 12.7% carried by equity, real estate strategy
The scheme’s total assets grew to CHF10.9bn (€10.4bn) as of the end of November last year from CHF9.8bn in 2020