All Equities articles – Page 40
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FeaturesIPE Quest Expectations Indicator: September 2019
Market sentiment has split in two. For the euro-zone and the US, there was a correction that did not affect trends and equities are still favoured. In the UK and Japan, sentiment is moving towards favouring bonds
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News
Chart of the Week: The UK’s biggest asset managers
LGIM, Insight and BlackRock are increasing their dominance over the UK institutional pensions market, according to IPE research
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NewsNorway’s sovereign fund seeks to allocate €6.3bn to private equity
The manager of the €944bn GFPG says the move would give it longer to build up holdings in pre-IPO firms
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No-deal Brexit move is ‘tantamount to pursuing recession’, strategist warns
Investors react as UK prime minister suspends parliament with just weeks to go before Brexit deadline of 31 October
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NewsNorway’s €944bn sovereign fund recommends shift out of European equities
GPFG could shift billions out of European stock markets and into the US and Canada if its manager’s recommendations are accepted by government
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London pension schemes abandon Allianz equity fund [updated]
Three LGPS funds within the London CIV asset pool have pulled their money out of an Allianz global equity vehicle
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Chart of the Week: Equity returns drive LGPS investment gains in 2018-19
Local authority funds for Lancashire and Kensington & Chelsea reported the strongest returns among LGPS funds, as alternatives investors also posted double-digit gains
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Church of England eyes private equity after 2.6% loss in 2018
The £2.4bn Church of England Pensions Board was hit by the fourth-quarter public equity crash, but also incurred losses on its liability-matching portfolio
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Swedish roundup: AMF to invest in companies earlier and for longer
CEO Johan Sidenmark warns of “dark clouds on the horizon”, while Folksam chief hails 6.1% H1 return strong despite Swedbank scandal
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Italian roundup: Fonchim offers five mandates worth €1.75bn
Utilities sector fund Pegaso seeks consultant; Media industry fund tenders mandates for equity and bond managers
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NewsProxy adviser group revises best practice principles
Code of practice updated to introduce new governance, monitoring and reporting structures for proxy advisory companies
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NewsMSCI warns of €1bn-plus funds running liquidity risks
Data group analyses 400 UCITS funds and reports on liquidity profiles in wake of high-profile suspension of LF Woodford Equity Income fund
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NewsItaly roundup: Industry scheme seeks managers for €1.6bn worth of mandates
Fondo Telemaco seeks private equity and private debt managers to run €105m; Solidarietà Veneto picks Groupama, Eurizon for new mandates
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News
Austrian pension funds return 6.72% over H1 2019
Pension fund association identifies active management, Federal Reserve decision, and equity markets as the main drivers
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Fitch warns on liquidity risk in European high-yield bond funds
Comments follow high-profile liquidity issues affecting H2O Asset Management, GAM and Woodford Investment Management
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Chart of the Week: Which country’s pension funds invest the most domestically?
Mercer’s European Asset Allocation report reveals the countries whose pension funds have the largest allocations to domestic equity, corporate bonds, and government bonds
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FeaturesIPE Quest Expectations Indicator: July 2019
Markets are still driven by political risk and growth prospects. It looks like the two risks are working in the same direction this month.
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FeaturesIPE Quest Expectations Indicator: August 2019
It looks like political risk is taking a back seat to growth this month, continuing last month’s trend.
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FeaturesPerspective: Growing buzz around cannabis
Legalisation of cannabis raises ethical questions for some investors, while presenting an investment opportunity for others
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Asset Class ReportsAre the FAANGs losing their bite?
Growth has slowed in the maturing US tech sector but deep-value investors are showing more interest in the stocks
