All Equities articles – Page 28
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NewsAMF generated 34% equities return amid portfolio restructuring
Blue-collar pension fund reports increase in solvency to 232% from 196%
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AnalysisAnalysis: German institutional investors still hesitant to invest in Asian equities
German institutional investors allocate around €624bn to equities, of which only €24bn (4%) to Japan, €4.9bn to China (0.77%) and €4.5bn to India (0.70%)
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News
Tech stocks and property drive Norway SWF’s second best NOK returns
‘Clearly we don’t expect this development to continue like this,’ says Tangen
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NewsATP greets business leader trio as advisers for new direct investment unit
Danish pension fund appoints Niels Jacobsen, Marianne Kirkegaard and André Rogaczewski to advise on ATP Long Term Danish Equity investments
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News
East Sussex Pension Fund nearly out of fossils with Osmosis global equity mandate [updated]
UK local authority pension fund says passive equity switch removes £17m of fossil fuel shares from portfolio
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NewsSweden roundup: Alecta invests $200m via property catastrophe sidecar
Plus: AP3 invests €300m in Verdane impact-focused fund
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NewsIcelandic pension funds tackle low rates by cranking up equities allocation in 2022
New investment policies for Birta, Frjálsi and Almenni include raising equity weighting in some portfolios
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NewsProfond’s returns jump to 12.7% carried by equity, real estate strategy
The scheme’s total assets grew to CHF10.9bn (€10.4bn) as of the end of November last year from CHF9.8bn in 2020
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NewsSwiss APK divests from oil and gas, ups equity in new strategy
The fund is seeking two small-cap active equity managers for a total of $400m
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Features
Research - DB pensions: a high-wire act in the end game
In the second article in a series, Pascal Blanqué and Amin Rajan outline the intricacies of managing a defined benefit pension plan in the run-off phase
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News
Philips ditches Facebook in new sustainable index
The bespoke index has been tailored to four Sustainable Development Goals
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News
Danica pumps DKK1bn into tailored BlackRock impact strategy
BlackRock predicts significant capital reallocations still to come as result of transition to CO2 neutrality
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Asset Class ReportsAsset class report – Equities: focus on tech and social media
Oh MAAAN! FAANG stocks (Facebook, Amazon, Apple, Netflix and Google) are definitely due a rebrand now Facebook has restyled itself as Meta Platforms, Inc. While a rebrand can refresh perceptions, Facebook’s underlying business issues look more intractable, posing questions for long-term investors. We look at two topics in our equities report: how big tech companies are maturing, and how social media companies’ activities are dividing investor opinions.
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Asset Class ReportsThe end of social media as we know it?
Increased scrutiny of the power of Facebook, Twitter and Google to influence public opinion may force shareholders to make some uncomfortable decisions
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Asset Class ReportsTech: Uncertain future as FAANG stocks mature
Innovative tech giants deliver many societal benefits, but concerns over personal data misuse and market power abuse could elicit regulatory responses that inadvertently stifle innovation
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Opinion PiecesViewpoint: How has the pandemic affected the UK – small-cap value investing
By Beini Zhou and Anand Vasagiri, portfolio managers, international small-cap value strategy, Artisan Partners
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NewsSwiss Pensionskasse to align equity, bond portfolios with ESG indices
PKBS is considering impact investments through green or social bonds
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News
Honda pension fund picks Mercer for fiduciary services
Plus: Pension fund seeks EM managers to invest £200m
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NewsAP7 revs up for equity risk premia tender with consultant search
Sweden’s premium pensions giant lays groundwork for external manager procurement of increasingly important strategy
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News
Swedish pension firms AMF, Folksam invest billions in Volvo Cars’ IPO
Pensions duo convert preference shares and add new investment; AMF becomes carmaker’s biggest Swedish minority shareholder
