All Equities articles – Page 14
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NewsSwedish funds agency expects to launch €4.8bn index tenders
Preparation for premium pension system procurements for global and European index funds now in final stages, says agency
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Asset Class ReportsEquities portfolio strategy: Cautious optimism as hard landing fails to materialise in 2023
A shaky European economy will work in favour of quality companies when it comes to stock selection
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Opinion PiecesCorporate pensions: a close eye on yields in 2024
The final two months of 2023 saw a return to form for global fixed income and equities, with respectable single and double-digit numbers in each case. After a false start in early 2023, at least for a multitude of asset forecasters, bonds were finally back in the final months of last year.
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FeaturesIPE Quest Expectations Indicator - February 2024
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
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Asset Class ReportsUK equities fail to regain their shine
UK pension funds are abandoning domestic equities, and the country’s global weighting in indices has also declined significantly
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Opinion PiecesUK equities: stop tinkering and focus on the long term
As the UK heads for a general election this year, both major parties (Labour and Conservative) will be proclaiming their solutions to the UK’s perennial problems of chronically low levels of investment, a dearth of new innovative companies and disappointing growth.
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NewsInarcassa grows AUM to over €14bn as bonds, equities rebound
The pension fund for self-employed engineers and architects in Italy recorded a gross operating result of approximately 7.7% last year
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NewsP+ divests 10 Chinese stocks on solar cell forced labour risk
“Solar cell production is one of the industries where the risk of links to forced labour is very high,” says pension fund’s responsible investments chief
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NewsGerman government to kickstart first pillar equity fund with €12bn
Parliament will make a final decision on the 2024 budget at the beginning of February
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NewsSwiss scheme tenders up to €7.4bn via IPE Quest
The occupational pension plan is tendering three passive large-cap and small-cap equity mandates
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NewsAustrian provident funds increase allocation to bonds, equities
FMA’s report also showed that the pension schemes reduced their allocation to real estate
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NewsSiemens Pensionsfonds increases stake in Siemens Energy
Siemens Energy is going through hard times, receiving an aid package from the state, banks and other stakeholders
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NewsPFA expects positive 2024 returns after 2023’s bullish stance pays off
Largest Danish pension fund reports 12% customer return, praising its own ‘moderately positive’ equities tactics
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FeaturesIPE Quest Expectations Indicator - January 2024
It is safe to predict that 2024 will be a year of desperate campaigning. Political surprises in the US and UK are possible and, this time, they do make a difference to markets
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NewsWith €620m losses, Alecta wins race to lead First Republic Bank class action
Amid woes, Swedish occupational pensions giant hails its active role in process to recover lost money
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NewsAP7’s coal blacklist grows again, while ban on other stocks expires
Swedish pensions default fund describes blacklisting as engagement tool
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NewsERAFP names 11 winners in multi-billion equities hiring spree
Amundi and BlackRock were among 11 winners in a European and Japanese equities hiring process by the French civil service pension scheme
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NewsSwedish agency outlines next €17bn of premium pension tenders
FTN flags first index categories as next two procurements at end 2023 or early 2024
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NewsKLP posts Q3 loss after NOK6bn property write-down
Norwegian pensions major says competitive situation stable, despite losing two municipal clients
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FeaturesIPE Quest Expectations Indicator - December 2023
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
