All Equities articles – Page 5
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Opinion PiecesThe ‘active versus passive’ investment debate should be over
Perhaps there should never have been a debate about whether stock picking is appropriate for institutional portfolios.
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FeaturesThe scarce commodity of active management skill
Active management skill remains elusive but it can be identified by means of effective analytics, with common attributes such as trading skill and concentrated portfolios
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FeaturesIPE Quest Expectations Indicator - May 2025: US markets lose their wings
Markets have been gyrating wildly with Trump’s on-again-off-again trade wars, but resistance is building
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FeaturesIPE Quest Expectations Indicator - June 2025
At last, we have some clarity about the nature of ‘Trump risk’ – it is about uncertainty and growth. Markets are signalling that the US president’s on-again-off-again policies are a threat to growth and stoking inflation even if his threats are not implemented.
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ResearchIPE institutional market survey: Small and mid cap equities managers 2025
The total assets invested in small and mid-cap equities by global managers increased by more than 13% last year, while the assets invested on behalf of European institutional investors fell by nearly 8%.
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NewsSampension, Folksam take Norway’s Equinor to task on net zero ‘inconsistency’
Danish, Swedish pension majors team up with Australasian NGO to confront Norwegian state oil company
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NewsTrump trade war puts Dutch funding ratios under pressure
The short-term shock is extra relevant for Dutch funds, as they want to make the transition to a new defined contribution arrangement with comfortable funding ratios
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NewsDanish pensions group says better EU growth framework could shift assets back from US
‘Much-needed focus’ on ensuring Europe’s competitiveness is vital to attracting the necessary investments, says CEO of Denmark’s IPD association of insurers and pensions
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NewsSOKA-BAU tweaks strategy as new investment rule comes into force
Construction industry pension fund will increase allocations to infrastructure, private equity, equities, and ‘riskier’ fixed income
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NewsVelliv to shift more equities exposure to Europe, after €500m US sell-off
Denmark’s fifth-largest pension fund targets smaller European firms which don’t depend on exports to US
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NewsArkwright warns of AP7’s concentration risk and limited tools to stem downturns
Officially-commissioned report on AP funds criticises AP2 for lacking return target and calls for more resources for buffer funds’ illiquid investment teams
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NewsIrcantec invests €800m in customised active global equity solution
Mandate is based on Nordea AM’s BetaPlus Responsible Enhanced Equities Strategies
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NewsDanish doctors’ pension fund divests China as trade tensions bite
Lægernes Pension sells off €200m of Chinese investments, mainly listed shares
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NewsSwiss federal railway scheme ups investment in equities while reducing bonds
Last year the pension fund achieved returns of 6.9% and a funding level of 110.8%
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NewsFrance’s FRR awards Japanese equity mandates worth €400m
The fund appointed FIL GESTION, Nomura Asset Management Europe, and Lombard Odier Funds for a five-year contract
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InterviewsDenmark’s PFA moves equities closer to benchmark but stays active
Danish commercial pensions heavyweight puts more equity risk into customer profiles, continuing Danish journey to market-rate pension saving
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NewsDenmark’s PFA reduces equities overweight ahead of Trump’s tariffs
Copenhagen-based pension fund still sees global economy as strong enough this year to support positive stocks development
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Country ReportA long-term view on German institutional investment
A 10-year Spezialfonds analysis of German institutional funds highlights how significantly the institutional investment landscape has evolved
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InterviewsEuropean pension funds, APK and Ilmarinen, stay loyal to emerging markets
Despite poor returns and rising geopolitical tensions, pension funds are maintaining some level of exposure to emerging markets – and even anticipate that opportunities will emerge
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FeaturesIPE Quest Expectations Indicator - April 2025
Since 1900, the US has waged numerous wars but has won only three without allies. This is the sobering background for recent US geopolitical policy moves: changing sides from Ukraine to Russia, interfering in German elections and behaviour at the NATO ministerial meeting.
