All Equities articles – Page 5
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Features
IPE Quest Expectations Indicator: August 2023
Politics is on hold until September. Normally, markets do not care and analysts reduce their activity. A political crisis in the Netherlands shows the danger. There are warnings from all sides that climate measures are ever more urgently needed. Markets need a clearer view of which products govern- ments will support with market-shaping measures and when, especially in the face of a faltering pace towards climate goals. Early signs of problems include a lack of capital for innovative start-ups and the increasingly loud voices of climate change deniers.
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News
Mandate roundup: Cushon picks Ninety One’s credit fund
Plus: Swiss pension funds seeks managers for European small-cap, private credit/debt
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News
Ilmarinen anchors new Amundi climate-focused Europe ETF with €580m
Finnish pensions major edges closer to having all its passive equities tracking MSCI’s Climate Action indices
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Analysis
Analysis: German states realign €30bn pension fund assets to stricter ESG standards
Four German states have recently revised their sustainable investment strategies, sticking to stricter ESG rules
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News
Velliv divests BP, TotalEnergies, Shell in climate strategy rethink
Danish pension provider divests DKK3.4bn of upstream oil and gas stocks and bonds
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News
Ilmarinen steps up ETF collaborations, anchoring €2.75bn of BlackRock launch
Finnish pensions insurer makes latest index investment as it shifts passive equities into climate-focused funds
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News
LGPS funds allocate £455m to Osmosis’s core equity strategy
Osmosis will build the strategies, while UBS Asset Management will act as investment manager, under the current LGPS Framework for Passive Investment Management Services
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News
Alecta to diversify equities, cut non-Nordic exposure and add indexing
Swedish pensions heavyweight announces first steps in crisis-driven strategy overhaul
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News
Finnish pensions centre chief argues for 10-point rise in equity weightings
Paldanius says boosting equities allocations by a tenth could add 0.3 percentage points to Finnish workplace pension fund returns
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Asset Class Reports
Equities – Testing times for high-conviction equity strategies
Today’s environment may favour stock picking, but investors continue to face pressures to justify the added risks
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Asset Class Reports
Portfolio strategy – Equities
Our report shines a light on investors’ thought processes when it comes to choosing active, passive or a combination of the two. We surveyed CIOs and senior portfolio managers to get an insight into how they construct their equity portfolios. Our report also features an investigation into the fall in listings on the UK equity market, at a time when listing domicile is increasingly consequential aspect of portfolio construction.
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Asset Class Reports
Equities – Does location matter in the corporate listings debate?
The number of listed companies have fallen dramatically, but London remains a preferred global financial centre
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Special Report
Outlook – Europe and the world: CIOs focus on bonds and quality stocks
With the prospect of weaker growth, volatility and higher inflation and rates, strategists argue for more selectivity in investments
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Opinion Pieces
Do not blame institutions for taking risks
Alecta, the SEK1.19trn (€105bn) institution that manages the Swedish ITP private-sector pension scheme, is being probed by Swedish regulators for the €1.9bn capital loss it experienced earlier this year, as the three US regional banks it invested in – Silicon Valley Bank, Signature Bank and First Republic Bank – collapsed. The institution reacted by firing its influential CEO Magnus Billing.
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Opinion Pieces
Better the equity market devil you know?
Being a large equity investor in a relatively small domestic market can have advantages as well as drawbacks. Proximity to the market and its infrastructure, good knowledge of corporates and corporate leaders, and the ability to exercise strong influence as an owner, potentially a stable long-term one, all count among the advantages. The need to avoid concentration – in terms of position, sizing and overall allocations – and idiosyncratic sector exposure are among the challenges.
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Features
IPE Quest Expectations Indicator: June 2023
Continued loud bickering between the Wagner Group and the Russian army is protecting Putin from both, worsening the outlook for peace, while there are multiple signs that military supplies are approaching exhaustion. The coalition supporting Ukraine is stronger than ever, showing increasing willingness to provide military aircraft. Yet the offensive expected in February has not started. In the US, Florida governor Ron DeSantis is damaging his position with an unproductive row with Disney, while Trump has moved closer to a prison term. Gas consumption in the EU is falling faster than expected, due to efficiencies like heat pumps, changeover to electricity and solar panels. Macron scored nicely by sponsoring the participation of Zelensky at the Hiroshima G7; Sunak failed to centre political attention on China.
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News
AP7 hands LGIM large active climate-transition equities mandate
Swedish pensions giant says new partnership is first time it has combined a focus on firms able to transition with active ownership
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News
ATP’s CIO bemoans weak due diligence behind IPO prospectuses
‘Crucial that everyone plays by the same rules,’ say Svenstrup and Krüger Andersen
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News
Swedish Fund Selection Agency unveils draft fund agreement
Plus: Swiss occupational scheme issues CHF300m mandate; Pension fund in Central Europe seeks infrastructure manager
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News
Inarcassa increases investments in Italian private banks to €200m
For 2023 the pension fund plans to increase investments in private markets and real estate