All Equities articles – Page 25
-
FeaturesAhead of the curve: Are defensive strategies delivering?
Introducing ‘defensiveness’ to equity portfolios can take many forms. At the most explicit end of the spectrum, we can consider dialling down market exposure using derivative-based equity overlays – whether these are static protection programmes or more complex dynamically managed strategies which could even include some implicit volatility trading. At the more implicit end, promising reduced ‘downside capture’, we find a wide array of defensive long-only equity strategies.
-
Asset Class ReportsEquities – Are Paris-aligned benchmarks a climate gamechanger?
Inflexible annual carbon reduction targets and weak data can lead to flawed decision-making
-
Asset Class ReportsEquities – Fundamental managers on the search for quality and growth
At a time of high volatility in markets, bottom-up selection based on equity fundamentals is as relevant as ever, but managers remain challenged to find resilient companies
-
News
SNS Reaal fund ditches EM fossil fuel producers
The move is part of the €4.2bn pension fund switch from mostly passive to fully active management in EM equities
-
News
AXA Switzerland issues $200m leveraged loans tender
Plus: Corporate scheme seeks manager for large-cap equity
-
News
Cometa picks AXA, Amundi as new asset managers in overhaul worth €11bn
The move follows a review of its investment policy leading to an increase of the risk profile of its three sub-funds while maintaining a prudent approach
-
Opinion PiecesViewpoint: Trustees should treat biodiversity as important as carbon emissions
Biodiversity loss carries the same level of existential threat as carbon emissions
-
News
Passive ESG equity funds show greater value for money
Investors should aim for the lowest cost option, says ClearGlass
-
News
Dutch pharmacist fund ups equity risk in new pension system
Pensioenfonds Openbare Apothekers (SPOA) is the first professional fund to have designed a pension arrangement for the new DC pension system
-
NewsAPK issues equity mandate worth up to $240m via IPE Quest
Plus: a pension fund in Switzerland and another in Germany tender more than €1.2bn in equities and bonds mandates
-
NewsValida introduces inflation-linked bonds with new strategy
Pensionskasse and Vorsorgekasse both increase its equity allocation but made cuts to euro zone government bonds, among other things
-
News
Dutch physiotherapist scheme goes passive with custom-made ESG benchmark
The fund has swapped €400m in fund investments for a passively managed ESG mandate
-
NewsPKA targets lower carbon by investing DKK5bn in ‘resource-efficient’ equity fund
Danish pension fund manager CIO says firm picked Osmosis IM as part of its new approach to ESG policy
-
News
BT Pension Scheme unveils 25% carbon reduction targets
Reducing exposure to carbon emissions over time will improve the scheme’s stability and predictability of its investment outcomes
-
-
FeaturesIPE-Quest Expectations Indicator commentary August 2022
The war in Ukraine has reached stalemate. Neither party is capable of a surprise win, but time works against Russia. Can Zelensky keep the army motivated to continue? A long, hot European summer
-
NewsCorporate pension fund tenders large-cap mandates worth close to €400m
The pension scheme is looking to invest in Europe, US, UK and emerging markets large-cap equity
-
NewsSwedish FSA winds up Alecta equity probe, citing improved controls
Watchdog investigated pension provider’s internal controls and risk management between 2020 and 2022
-
News
New thematic ETFs seen increasingly as active investment vehicles
Investors also keen to see more focus on social issues, according to poll
-
Opinion PiecesViewpoint: Where now for the stock/bond correlation?
This key portfolio parameter may be changing due to challenging market conditions
