All Equities articles – Page 19
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NewsLGPS Central seeks active global equity manager
The new manager will be funded in mid 2023 with a total value up to £750m
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Country ReportGermany: Financing the Energiewende
German professional pension funds like ÄVWL and BVK are keen to support the energy transition process
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FeaturesIPE Quest Expectations Indicator March 2023
The next Ukrainian offensive will be in April at the earliest, as modern tanks will have arrived by then. US Republican pushback of ESG and climate-related investments are a new bone of contention in relations with the EU, already strained by the Trump presidency, and a bad sign for US-EU co-operation on China policy, an issue Japan seems to be ducking successfully. Aided by a soft winter, EU energy concerns have become quite manageable.
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NewsBorder to Coast appoints emerging market equity managers for £700m
Due to launch in spring 2023, the new fund will complement Border to Coast’s existing internally managed EM proposition
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NewsSwedish buffer funds AP1, AP3 report 2022 losses of 8.6%, 5.8%
AP1’s CEO stresses importance of liquidity management; AP3 says emerging markets exposures to be analysed
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NewsValida takes cautious equity approach while increasing alternatives
The Pensionskasse closed 2022 with returns of -8.96%, while the Vorsorgekasse returned -8.5% last year
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NewsKLP portfolio loss just 1.1% in 2022 as long-term bonds, real estate pay
Norwegian municipal pensions provider benefits from 7.1% real estate return
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NewsCassa Forense to increase investments in private equity, infrastructure
The pension fund is selecting an asset management company for SICAV/SICAF fund investments
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NewsPGB awards €4.5bn ESG mandate to Osmosis IM
The move doubles the London-based asset manager’s assets to $9bn
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NewsIlmarinen switches €17bn listed equities to new climate action benchmark
Finnish pensions insurer has started using the MSCI Climate Action index, which it helped develop
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Asset Class ReportsEquities – Thematic funds tap into future trends
Themes have long captured the imagination of retail investors. Now institutions are showing interest, despite the lack of clear definitions
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FeaturesFresh views on emerging markets
Despite a large, heterogeneous universe of opportunities across countries that have little or no commonality, risk contagion in the emerging market universe is still an issue, highlighted most dramatically by the 1997 Asian crisis and the risk on/risk off capital movements after the 2007-08 global financial crisis.
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NewsNorway SWF loses 14% on assets in 2022 but stages a rebound in January
For first time, NBIM outperforms in a loss-making year
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NewsIndustriens 17.9% infrastructure return mitigates negative 2022 result
Danish pension fund says renewable energy infrastructure assets rose in value during the year
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NewsNordic pension funds tilt equity portfolios to value amid high inflation
Persistent high inflation could cause headaches for some providers, due to inflation-linked benefits - but hopes are high for slower price rises
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NewsERAFP’s €300m equity mandate to be benchmarked to Scientific Beta’s climate index
Plus: Institutional investor seeks manager for €70m corporate bonds brief
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NewsPensionDanmark cites ‘very active’ equities management for avoiding worse losses
Danish labour-market pension fund posts negative returns of 6.5% and 4.3% for under-46 and 67-year-old profiles
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NewsNorges moots general inclusion of unlisted equity in SWF’s universe
Manager of Norway’s NOK13trn GPFG calls for review of mandate - given radical proposals on the table
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NewsNorway’s KLP sees less downside to equities than a year ago
Easier to imagine an improvement in market sentiment in 2023, according to funds department of municipal pensions giant
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NewsLGPS Central seeks active emerging markets equity manager
The pool is looking for active managers that use a fundamental rather than quantitative approach
