All Equities articles – Page 16
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NewsNegative factor strategy return for ING scheme
The ING pension fund is sticking with is factor strategy for now but it will start hedging its liabilities in real terms instead of nominal terms
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NewsAP funds, ATP, AMF in Swedish green battery firm’s $2.75bn placement
Major Nordic pension funds put more equity into Northvolt, alongside OMERS, Goldman Sachs and VW
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NewsBorder to Coast seeks additional managers for UK listed equity fund
Up to two managers, with a strong focus on quality and value investing, may be appointed for a £500m mandate
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NewsATP creates new unit to invest €807m in domestic direct equity
ATP Long Term Danish Equity kicks off with IT, MedTech, pharma and renewables firms with DKK250m-plus turnover
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Opinion Pieces
Notes from the Nordics: GPFG brought into politics
The Norwegian Government Pension Fund Global (GPFG) is a phenomenon – the world’s largest sovereign wealth fund owned by a population of just 5.3m, accounting for a sixth of all SWF assets and the owner of 1.5% of all listed equities.
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Asset Class ReportsActivist investors: Muscular stewardship
New types of activist investor are attracting support from long-term asset owners, particularly on environmental and social topics
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Asset Class ReportsUS Equities: Challenges for US active managers
Active managers are grappling with several key themes as they deal with a concentrated market until recently buoyed by stimulus
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News£485m seed investment for London CIV global alpha ‘Paris-aligned’ fund
The active equity fund will be managed by Baillie Gifford
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NewsNorway’s SWF stands back from looming shareholder battle for Exxon
Largest proxy voting firm advises clients to vote for rebels
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NewsATP invests in Danish medical diagnostics firm, hoping for IPO
Danish pension fund invests in unlisted tech firm MedTrace, participating in DKK180m equity injection
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NewsNorway SWF pushes for more independence on Japanese boards
Proposals for sharpening up Japanese corporate governance code draw comment from Oslo
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NewsNorway’s domestic SWF sells NOK23bn equities in ‘challenging’ rebalance
Folketrydgfondet carries out biggest asset rebalancing since financial crisis, as shares produce 7.5% Q1 return
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NewsAPG and E Fund explore outside investment for China A-shares
Strategy has returned more than 10 percentage points above benchmark annually since inception in 2017
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NewsNorth-Rhine Westphalia applies ‘fossil free’ ESG index to global equities
STOXX used a methodology to control implicit risks, such as industry, regional or company-specific risks to design the index
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Asset Class ReportsEM equity outlook resilient despite gloom
There is less difference between apparently conflicting expert views on the prospects for emerging markets than first appears
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FeaturesPerspective: APG & E Fund in China
APG’s partnership with E Fund Management has produced tangible results
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Asset Class ReportsEM outlook: Opportunities amid uncertainties
The pandemic has greatly affected emerging markets but while some are in a bad state others are showing great resilience
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Asset Class ReportsBrazil’s allure defies negative signals
Latin America’s largest economy continues to hold the interest of investors despite its poor showing on COVID, the economy and politics
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Opinion PiecesAbundant opportunity… and risk
In case you needed reminding, both China’s equity and fixed-income markets are the world’s second-largest after the US.
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FeaturesIPE Quest Expectations Indicator - May 2021
COVID-19 infection rates are still rising in the US and Japan, hopefully on the verge of decreasing in the EU and low in the UK. The positive trend in global infection rates is more than undone by a strong rise in infections in parts of Asia. With the exception of the UK and Israel, vaccination has not progressed to the stage where it has a discernible influence on infection rates.
