All Equities articles – Page 64
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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
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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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News
Canadian investor tenders $10m ESG equity mandate using IPE Quest
Investment consultancy Proteus Performance Management manages search
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News
ESG roundup: G20 green finance, sustainable stock exchanges, Exxon
G20 leaders reference need to scale up green finance
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NewsFrance roundup: ERAFP carbon reporting, UMR office deal, sovereign green bond
ERAFP reports on equity alignment with climate change scenarios, France to issue green bonds
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News
RPMI allocates £700m to proprietary momentum factor mandate
Russell Investments to manage mandate, with strategy designed with RPMI Railpen
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FeaturesIPE Expectations Indicator September 2016
As time passes since the UK’s decision to leave the EU, some of the trends of the months prior have returned. This includes: outperforming US equity markets and dwindling faith in US dollar strength against the euro and yen (albeit with some volatility) and in sterling, which continues to drift lower after its post-Brexit decline. Whether managers’ expectations have recovered as quickly as these trends is the subject of this month’s review.
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NewsIndustriens posts 2.7% return aided by strong corporate bond performance
Danish pension fund contributions rise on higher employment in sector
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News
Day of reckoning will follow expansive monetary policy, ATP CEO warns
Head of Danish pensions giant says fund is “very calm” about inflation hedging losses
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NewsKLP returns 2.7% in first half despite 1.9% loss on equities
Norwegian municipal pensions provider earns around 5% on bonds, property
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News
ATP rebounds in Q2 with 6.7% first-half return, boosted by DONG investment
Danish statutory fund forced to double provisions for higher life expectancy
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NewsEtera says Brexit had no real impact on its investments
Finnish pensions insurer returns 1.3% in January to June, with equities generating 0.2%
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NewsAlecta returns hit by 5% loss on equity portfolio
Swedish workplace pensions heavyweight reports 0.1% return on DB product during first six months of the year
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News
Brexit caused ‘unusual and uncertain’ markets, says Finland’s Elo
Finnish pensions mutuals sees strong returns from corporate bonds, real estate, as equity drags down returns
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Asset Class ReportsNorwegian sovereign fund sees weak returns boosted by fixed income
Norges Bank Investment Management notes weak performance by financial, consumer sectors during second quarter
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News
Veritas returns turn positive in first half as bonds rally
Finnish pension provider reverses losses first quarter by end of June
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News
China approves new mainland access route for overseas investors
Chinese government approves second stock-exchange trading link in move widening access for overseas investors
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NewsVarma laments European growth 'fraught with uncertainties' as returns slow
Finnish pensions insurer posts H1 loss of 0.3% but says Q2 was positive
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FeaturesIPE Expectations Indicator August 2016
The expectation survey for August was completed in a post-Brexit market environment in which uncertainty was high, but cooler heads ultimately prevailed. Initial reactions caused a rebound in USD strength and an equity market sell-off, which was ultimately short-lived. Nevertheless, disrupted markets will influence expectations and results from the survey reflect managers’ concerns towards riskier assets.
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NewsPrivate equity, real estate boost Q2 returns at Finland’s Ilmarinen
Pensions mutual closes out first half of year with investment losses
