All Equities articles – Page 64
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News
UK Autumn Statement: Dividend tax clawback could boost equity returns
Chancellor Philip Hammond proposes ‘modernisation’ of dividend tax, expands Gilt issuance
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News
ESG investing 'requires compromise', advisers say
Managers have ‘pushed back’ on restrictive mandates, fund selectors say
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News
Study: Decarbonisation limited buffer against 'material' carbon price risk
Lower carbon footprint does not necessarily translate into lower carbon financial risk, study shows
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News
FRC shines light on Stewardship Code compliance [updated]
Forty asset managers highlighted as being in need of improvement
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News
FCLT defends radical ambitions after Myners calls for bolder thinking
Short-termism will not be fixed without ‘rice bowls’ being put at risk
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News
HSBC UK pension scheme adopts climate 'tilted' fund as DC default
Fund targets better risk-adjusted returns, protection against climate change risks
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News
Finland's Etera to bring more real estate, equity investment in-house
Pension to expand in-house capabilities as it considers increased equity exposure
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News
USS creates head of research role to support high-conviction equity shift
New appointment to help improve equity-investment process
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News
Managers dropped as Local Pensions Partnership launches sub-fund
Pooling leads to several external managers being dropped as three given larger mandates
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FeaturesIPE Expectations Indicator November 2016
Summer is over. Gone for the next nine months are the warm nights, and worry-free days…correction, only the warm nights have gone. The worry-free days did not exist this summer, and they still do not.
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Asset Class Reports
EM portfolios can gain from balance
Investors looking to optimise their exposure to emerging markets should not limit themselves to strategies that focus only on large companies and countries
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Asset Class ReportsInvesting In Emerging Market Equities: The tide begins to turn
Emerging market equities are finally seeing inflows, but are these justified? Joseph Mariathasan investigates
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Asset Class Reports
The impact of shifting commodity prices
Rising commodity prices are good news for commodity exporters but Rodrigo Amaral finds they can even benefit importers
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Asset Class Reports
Sensitivity of selected EM equity funds to macro factors
The chart data shows the sensitivity of the five largest actively managed emerging markets equity funds to changes in macroeconomic factors: dollar trade-weighted index, global inflation, crude oil and global default spreads
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News
Lothian, Falkirk consider deepening investment collaboration
Scottish local authority funds set to build on joint infrastructure mandate
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NewsNorwegian oil fund should up equity share, government told in split verdict
Majority view in Mork Commission recommends increasing equity allocation to 70%
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News
Rebounding stock markets help Austrian pension funds turn corner
Schemes return 3.3% on average over first nine months of year
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News
Survey shows average TER of 0.6% at Swiss pension funds
Two-thirds of reported costs stem from portfolio management
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FeaturesIPE Expectations Indicator October 2016
The current survey period captured the end of the summer. The number of managers voicing concern about interest rate policy is high. However, the current environment has yet to reflect the alarms of many major investors and the survey results indicate most managers expect little dramatic near-term movement. Whether it is not yet the season for action, or investors expect the status quo to continue, is yet unclear.
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Asset Class Reports
Investment Approaches: Reasons to be cheerful
With 30,000 potential stocks in the global equities universe, picking the right investment approach may be more important than the right manager, argues Joseph Mariathasan
