All Equities articles – Page 66
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News
Divestment data points to cashflow-negative shift for UK pensions
Net outflow marks only fifth quarterly period of disinvestment in 30 years of ONS data
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FeaturesIPE Expectations Indicator January 2017
What a difference a month makes. With the previous indicator poll taken days before the US election, this month’s results illustrate how managers have digested markets’ reactions to the outcome
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News
Joseph Mariathasan: Moving away from global emerging markets
Joseph Mariathasan is surprised by the lack of debate over how best to gain GEM exposure
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NewsHigh-deficit pension sponsors ‘could outperform’ in 2017
Strategist backs basket of stocks with significantly underfunded pension schemes to outperform
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NewsAP7 may blacklist six energy companies on climate change grounds
Companies identified after portfolio screening process, decision to be taken in six months’ time
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News
French pension reserve fund turns its back on tobacco, coal
Engaging with tobacco companies won’t work, says FRR
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News
PPF: UK funds allocate more than half of assets to bonds
Purple Book reveals asset allocation change, but deficits and recovery plans still problematic
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News
Strathclyde scrutinises equity holdings over carbon emissions
Scottish fund to engage with companies, asset managers to reduce carbon footprint
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News
IPE Conference 2016: The changing shape of equity portfolios
Panellists discuss future of active management amid major industry upheaval
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News
Varma seeks new investments for €300m sustainable equity fund
Finland’s biggest private investor says Trump win could slow fight for climate
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News
London CIV adds multi-asset, researches equity, fixed income mandates
Next few months could see rapid expansion of pooled funds available to London’s public pensions
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FeaturesIPE Expectations Indicator December 2016
With the US election over, the opportunity of interpreting expectations of managers just prior to it is interesting. There were some interesting changes in the most recent period, but by far the most intriguing was the shifting of expectations to stability in equity markets without significant changes elsewhere.
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Features
Pension Fund Performance: Third-quarter results: equities lead the way
Rebounding equity markets over the third quarter bolstered year-to-date (YTD) returns at many European pension funds, particularly in the Nordic region.
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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
