All Equities articles – Page 26
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News
ATP’s new domestic investment unit stays true to goal after first deal
Danish statutory pensions giant invests DKK three-digit million sum in sports tech Veo
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NewsNBIM appoints two equities CIOs to replace Petter Johnsen
Sovereign wealth fund manager picks Daniel Balthasar and Pedro Furtado Reis for top equities roles
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NewsSwiss pension funds record highest equity allocation in a decade
All asset classes have recorded negative returns except for alternative investments (0.8%)
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FeaturesIPE-Quest Expectations Indicator commentary June 2022
The longer Russia refuses to make concessions, the more it loses, both in territory and in ‘face’. The Russian army has suffered even more loss of face than the Russian government. Analysts believe Europe and the UK now run the most risk. Perhaps, but in a post-war environment, they stand to gain most from reconstruction works in the Ukraine as well as the energy transition speeding up at home.
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Opinion PiecesAustralia: Political risk on the agenda for super funds
Australia’s cash-rich super funds allocate more to international equities than to their domestic counterparts. International equities are the largest single allocation.
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Special ReportOutlook: Investors grapple with inflation and rising rates
The asset allocation options available to institutional investors in such uncertain times are few
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NewsMandate roundup: Benelux investor tenders €300m EM all-caps brief via Quest
ESG bond, commodities and Canadian equity mandates add to live tenders on IPE Quest
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NewsPFA takes floor at Total AGM, after narrowing oil and gas exposure to two firms
Danish pensions giant says French multinational must go faster in green transition
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News
Industriens, PenSam join ATP’s unlisted equities ESG data project
Pension funds say solid ESG reporting benefits returns, lifts reputation, reduces risk and increases pricing
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News
LGPS Central sets up global sustainable fund worth £1bn
The pension schemes for Cheshire, Nottinghamshire, Shropshire and Worcestershire will invest in the equities fund
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NewsBorder to Coast to tender £1bn in EM equity alpha fund
Up to two EM equity managers can be hired to manage around £650m of the fund, joining two China specialist managers already appointed
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News
AMF invests €92m into fast-growing Swedish energy storage firm
Sweden’s second-largest commercial pension fund buys around 9% of shares in Polarium
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Asset Class ReportsEmerging markets: Investors stay positive on Chinese investments
Many Western investors are staying put in China. But Russia’s invasion of Ukraine has given them pause over what might change their stance
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Asset Class ReportsEmerging markets: Global or local?
For emerging market strategies, it is difficult to establish a clear link between performance and local presence
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Asset Class ReportsPortfolio strategy – Emerging markets
It is no secret that while investments in emerging markets promise to deliver superior returns, thanks to their exposure to faster-growing economies, actual performance has been volatile and, at times, disappointing. Over the past decade, emerging market indices have outperformed, as have fund strategies.
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FeaturesInvestors sceptical on Tokyo equity market reforms
In April, the Tokyo Stock Exchange (TSE) implemented its biggest overhaul in over 60 years in an attempt to attract foreign investors. However, many industry experts see the move as largely symbolic and believe more needs to be done to create a roster of high-quality companies with strong corporate governance practices.
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InterviewsIlmarinen: The making of a Finnish pensions legend
Mikko Mursula (pictured), CIO of Finland’s Ilmarinen, talks to Carlo Svaluto Moreolo about equities and the organisation’s 2035 net-zero commitment
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NewsNBIM gives seal of approval to IFRS sustainability standards draft
Norway’s SWF announces will vote against absolving Credit Suisse management in wake of scandals
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News
Varma gains €300m exposure to low-emission Japanese stocks via tailored ETF
Finnish pensions firm seeds Nomura-run exchange-traded fund amid low availability of ESG ETFs in Japan
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News
Mandate roundup: PPF seeks firm to join assessment period panel
Plus: German insurer awards €100m to Schroders; Investor in Belgium seeks manager for €150m equities mandate
