All Equities articles – Page 29
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Country Report
Politics and investment: Germany looks to Sweden
Politicians are looking abroad for ways to boost equity investment in long-term savings
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Opinion PiecesEquities to the fore as an inflation hedge
At a time when institutions can deploy billions swiftly at the touch of a few buttons, there is increasing focus on deploying capital well. A notable buzzword of late has been ‘resilience’ as pension funds look to downside risks.
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InterviewsOn the record: Value makes a comeback
IPE asked two European institutional investors what biases are built in their equity portfolios, as value equities show signs of new-found strength
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FeaturesIPE Quest Expectations Indicator - April 2021
COVID-19 vaccination figures are rapidly increasing in Europe despite supply problems. Vaccinations are still restricted to vulnerable groups in many countries although the UK is a notable exception. Some countries have imposed new lockdown measures.
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NewsSwiss reinsurer seeks manager for multi-asset mandate
Plus: Benelux-based investor launches global equity tender
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News
Swiss investor issues up to $500m in IPE Quest search
Plus: Benelux-based fund launches nine ‘Discoveries’ worth a combined €143.5m
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News
Italy roundup: Monte dei Paschi scheme seeks ESG, financial advisers
Plus: PreviAmbiente issues garantito mandate, Mario Negri tenders US equities, Fondo Creval searches DB manager
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NewsUK workplace pension scheme invests in LGIM’s new low carbon funds
LGIM’s new fund range will enable pension schemes to manage their climate risk exposure by investing in low-cost equity funds
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Asset Class ReportsEuropean Equities – Small caps lead recovery
European smaller companies have proven more resilient against COVID effects than their large counterparts
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Asset Class ReportsAsset class report – European equities
The roll out of COVID vaccines has brightened the outlook for European large caps facing a changed landscape
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FeaturesIPE Quest Expectations Indicator - March 2021
Vaccination figures are rising steadily, but are still at a relatively low level. The US and UK, both important vaccine producers, lead the field with the EU and Japan lagging. As the speed of vaccination has increased, supplies have become a problem, except in the UK. This has caused bad feelings in the EU to the point where a trade war was threatened. New vaccines are in the regulatory pipeline but market shares have largely already been divided in the developed countries. The discovery of new COVID-19 mutations and their resistance to vaccines are an additional risk.
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News
AP1’s new CEO applauds team’s gutsy mindset
Swedish pensions buffer fund matches AP3’s return and narrowly beats AP4 in 2020 with 9.7% gain
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NewsEuropean stimulus package arriving by snail mail, laments Veritas CIO
Varma CIO says investment market not reacting to vaccine delay, variations
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News
ERAFP retenders €475m in domestic equity mandates
French civil servant pension fund is renewing the mandates
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News
LD picks Federated Hermes for EM equities; launches ABS tender
Danish pension fund manager completed equities procurement round, and has two credit mandates yet to tender
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NewsAP2: Value strategy hit 2020 return, but makes long-term sense
Swedish national pension fund posts 3.5% return — less than half of its long-term average
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News
Denmark’s P+ divests 12 stocks where influence attempts are ‘hopeless’
Global mining companies Freeport-McMoran and Barrick Gold account for most of sell-off
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NewsAMF says 2020 strengthened the case for RE, alternatives
Swedish pension fund reined in equity exposure on signs of Spring turmoil, says CIO
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News
USS’s asset management arm names new strategic equities head
The current £11.4bn portfolio overseen by transition manager BlackRock will be taken back in house
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News
Norwegian municipal pension funds reap 6% 2020 return
Real estate, bonds also produced good gains for local authority funds, says lobby group chief
