All Equities articles – Page 56
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Asset Class Reports
Global Equities: Valuations face a structural shift
It is not easy to predict where markets are heading in this era of great economic disruptions but there are big opportunities for skilled investors
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Asset Class Reports
Emerging markets lag in software
Despite the huge size of emerging economies they have yet to produce global leaders in software
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FeaturesIPE Expectations Indicator October 2017
Despite rising geopolitical tensions, there was no corresponding rise in negative sentiment in the most recent survey period. That does not mean there were no changes in sentiment trends; only that shifts were mostly slight
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News
AP7: Facebook climbdown over stock dispute saved investors $10bn
Reclassification of stock would have created terrible governance scheme, says CEO
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News
Industriens 3.7% H1 return propelled by domestic shares
Pension fund expects DKK150m tax gain after legal ruling on foreign investment tax
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News
Funded pensions must prop up first pillar as wages stagnate: Rürup
German pensions expert warns against either/or approach to pay-as-you-go and funded systems
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NewsPerformance fee funds ‘can be cheaper’: research
At managers offering a choice of fee structures the performance-fee shares are cheaper, research shows
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News
ICGN: 'Investors faced with regulatory schizophrenia on governance'
Pressure on investors at the same time as non-voting share classes being accomodated
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News
Interview: Claus Wiinblad – Danish equities, ATP
ATP’s Danish equities chief outlines his successful domestic strategy
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NewsScandinavian pension fund tenders $100m EM mandate via IPE Quest
Also: Foundation puts out feelers for securitised credit investment ideas
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FeaturesIPE Expectations Indicator September 2017
Investment managers’ expectations have been welcomingly accurate throughout the year. For example, positive sentiment toward European equities began to rise sharply near the end of 2016, followed by a roughly 20% rise in 2017. Additionally, expectations for dollar strength have been falling since January, and the dollar index (DXY) was down nearly 10% year-to-date through the recent survey period. What are managers’ views as we enter the second half of 2017?
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News
Exec pay proposals draw lukewarm response from pension funds
UK government also proposes measures relating to executive pay, and private companies
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News
Mandate roundup: Channel Islands, Border to Coast, IPE Discovery
European insurer puts out feelers via IPE Quest’s Discovery service
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News
Austria eyes second-pillar pension reform after election
Support builds for auto-enrolment and collective bargaining agreements similar to recent German reforms
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News
Global dividends forecast to hit record $1.2trn in 2017
Upgrade comes after dividends hit quarterly all-time high in Q2
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News
Equities underpin Spanish pension fund returns in Q2
Average allocations to cash rose in second quarter of 2017, INVERCO data shows
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NewsNorway SWF criticises HK stock exchange over investor protections
NBIM warns plan for tech startup listings risks eroding protection for long-term investors
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NewsIPE August 2017 Expectations Indicator: Managers shift on Japan
Sentiment changed to positive outlook on Japanese equities for first time in several months
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News
PenSam poaches Claus Jørgensen from PKA as new CIO
New CIO to focus on highest possible return within risk limits
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News
PFA expects equities to stay supported through 2017
Danish pension fund strategist says this year is turning point for businesses internationally
