All Equities articles – Page 75
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News
French roundup: ERAFP, Agirc-Arrco, Cour des Comptes
French public sector pension fund to increase Pacific SRI equities with €400m mandate
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News
UK institutions begin hearing against RBS over £12bn share issue
Hearing to discuss case against RBS over allegedly misleading information in 2008 issue
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News
NAPF urges members to stop abstentions in policy overhaul
UK pension fund representative body writes new corporate governance policy for members to move away from ‘box-ticking’
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News
ERAFP to shift strategy after France lifts investment restrictions
Civil service pension fund to increase equity allocation after government allows 40% exposure to non-bond investments
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News
Regulatory expectations of engagement a 'systemic flaw', says USS
Pension fund’s internal asset manager says investors should not be expected to fix society’s ills
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News
Experts question supply side's ability to meet DC retirement needs
David Blake, Stefan Lundbergh call for government intervention to fix ‘last-game-in-town’ DC products
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News
European pension fund tenders $10m low-volatility equity mandate
Search is RFI, and manager may not be appointed
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News
Switzerland's SYZ opens institutional office in Scotland
Asset manager wants to strengthen UK presence, seeking clients via segregated mandates, fund offerings
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News
Jonathan Hill pledges ‘action plan’ on Capital Markets Union by next year
First major speech by financial services commissioner highlights ELTIF, securitisation and patient capital as key elements of proposed CMU
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News
Switzerland's Publica now considering active only for 'niche' investments
Country’s largest pension fund adds risk via fixed income portfolio rather than equities
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NewsATP sets sights on non-traditional asset classes with new unit
Special Situations unit to seek investments outside traditional asset classes, target ‘least sought-after’ holdings
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News
European pension fund tenders $500m equity mandate using IPE-Quest
Undisclosed client prefers segregated account in form of single investor fund
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Asset Class Reports
Investing In Global Equities: Multiple problems
Does the vast amount of central bank liquidity in the system help to make sense of current equity valuations, and should investors therefore be worried about the ‘punch bowl’ being taken away? Joseph Mariathasan tries to evaluate today’s valuations
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Asset Class Reports
Investing In Global Equities: Global rotation
Martin Steward finds pure value and pure growth strategies starting to take the lead as the quality theme begins to run out of steam
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Special Report
Special Report – Emerging markets: Emerging markets in transition
The rise of the emerging world, and especially China, has transformed the global economy over the past generation, while the past decade has transformed investors’ attitudes to its markets. Daniel Ben-Ami assesses where we are in an ongoing transition
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Special Report
Special Report - Emerging Markets: Safety first?
Claims that emerging market investors herded into quality companies in the first half of 2014 raise concerns about troubled times ahead. But as Lynn Strongin Dodds finds, some of that trade has already unwound – and there is a strong counter-argument that investors were, in fact, looking for growth rather than safety
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Special Report
Special Report – Emerging markets: At the frontier
Beverly Chandler takes a closer look at some of the companies that make up the frontier markets opportunity, finding a rich mix of local consumer-finance, technology and manufacturing names that offer investors their last chance to buy into a secular growth trend
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Special Report
Special Report – Emerging markets: Buying opportunity, or structural setback?
Over the past six years, few investment themes have invited such gyrations in sentiment, or generated so much contention, as the emerging markets. After an initial sell-off during the worst of the 2007-08 financial crisis, they clearly outperformed through 2009-11.
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Special Report
Special Report - Emerging Markets: Building the emerging world
Bank disintermediation, and the opportunities it presents, is as strong a theme in emerging infrastructure markets as developed. But Jennifer Bollen finds the similarities may end there
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Features
A-shares on the rise
There are signs that European institutional investors find Chinese equities interesting. Finland’s Ilmarinen now separates China equity holdings (A and H-shares), in its reports, and Denmark’s AP Pension has boosted its China equity exposure to 5%, although it has excluded domestic property and banks.
