All Equities articles – Page 13
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FeaturesIPE Quest Expectations Indicator: September 2023
US officials are talking up the Ukrainian advance towards Melitopol, a sign that all is not well. Contrary to expectations, the biggest problem is not the Russian air force, but land mines. Trump’s legal problems are as worrisome as his inexplicable lead among Republicans. US abstinence in the struggle against climate change is a potential cause for a major trade war as the EU realises it must expand its regulations on importing ‘dirty’ products to prevent a free rider problem undermining its climate efforts. In the UK, Labour’s lead over the Conservatives remains crushing, making it difficult to claim the government has a popular mandate.
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NewsSweden’s tech-heavy AP7 trumpets 17.7% first half return
Buffer fund AP2 lags peers with 4.8% H1 gain; pensions firm Folksam reports 5.6%
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NewsIlliquids balance blamed, as ATP loses most of Q1 gains
‘Always thinking about alternatives-liquids balance’, says Danish statutory pension fund CEO on asset mix of geared investment portfolio
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NewsKLP turns in 4.2% first-half return despite real estate write downs
Norwegian municipal pension provider thanks strong equity markets for positive six-month investment gain
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NewsVarma trounced by rival Ilmarinen in first half
Finnish pensions heavyweight reports 2.6% return in first half
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NewsEurofer records positive returns for sub-funds in H1
The performance was helped by decreases in inflation and the national consumer price index
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NewsFopen picks BNP, Schroders, UBS for equity and bond sub-funds investments
The scheme has started the process to define its new strategic asset allocation
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NewsNorway’s SWF criticises Japan’s new M&A guidelines
NBIM says “unclear” rules around corporate valuations could let boards reject takeover bids without challenge
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NewsBASF Pensionskasse tweaks allocation, increasing bonds and private equity
The scheme made new investments in its three bond funds totalling €438m
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NewsDACH roundup: Returns on equities boost Swiss pension schemes’ funding ratios
Plus: BaFin lays out classification method for pension funds’ assets according to SFDR
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NewsAP1 nudges equities allocation, duration higher in first half
Swedish national pension fund produces 6.6% January-June investment return despite 7% loss on property holdings
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NewsGermany’s KENFO plans slight increase in illiquid assets
The fund took tactical measures to cushion losses in 2022 that stood at the end of the year at -12.2%
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NewsNordic roundup: Industriens posts 3.3% in H1, Sampension sees weaker H2
Sampension CIO says second half of 2023 could well be weaker than the first, as market positivity overblown
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NewsLD Pensions’ returns grow in June, but it warns of slowing economic growth
Danish pension fund manager reports 5.5% first-half return for Holiday Allowance Fund
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NewsPFA hails strong first-half returns after piling on US tech stocks
Denmark’s largest pension provider ‘relatively positive’ about second-half prospects
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NewsSwedish funds agency launches first tender worth SEK11bn
New agency established to procure funds for premium pension platform kicked off long-awaited tenders on Friday night
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FeaturesIPE Quest Expectations Indicator: July 2023
The war in Ukraine is starting to look like a stalemate. This would be in Russia’s favour. Delivery to Ukraine of more of the tanks promised or fighters to contest Russian air control might lead to a breakthrough, but is unlikely to happen in the summer. In the US, Trump looks like a leading but weak candidate for the Republicans, even against a Democrat as unpopular as Biden. Legal pushbacks against the fight to prevent permanent climate change, notably in Texas, have the potential to cause a trade war with the EU. They illustrate how European and North American values are slowly drifting apart.
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FeaturesIPE Quest Expectations Indicator: August 2023
Politics is on hold until September. Normally, markets do not care and analysts reduce their activity. A political crisis in the Netherlands shows the danger. There are warnings from all sides that climate measures are ever more urgently needed. Markets need a clearer view of which products govern- ments will support with market-shaping measures and when, especially in the face of a faltering pace towards climate goals. Early signs of problems include a lack of capital for innovative start-ups and the increasingly loud voices of climate change deniers.
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NewsMandate roundup: Cushon picks Ninety One’s credit fund
Plus: Swiss pension funds seeks managers for European small-cap, private credit/debt
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NewsIlmarinen anchors new Amundi climate-focused Europe ETF with €580m
Finnish pensions major edges closer to having all its passive equities tracking MSCI’s Climate Action indices
