All Equities articles – Page 8
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Asset Class ReportsEquities: US equity markets expected to gain from Trump’s victory
As the political dust settles following Donald Trump’s victory in the US presidential elections, global equity funds are eagerly eyeing the incoming administration and the opportunities it may offer
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Asset Class ReportsInvestors eye return to European small cap equities
Largely dependent on domestic investors, interest has been growing in the opportunities offered by Europe’s smaller companies
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Country ReportSweden's buffer fund AP4 considers doubling allocation to defensive equities
An overhaul of buffer fund’s dynamic normal portfolio is already under way in a bid to adapt to greater global uncertainty
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Special ReportProspects for 2025: Pension investors identify risk scenarios
High equity valuations and a possible return of inflation, caused by geopolitical tensions and US policy, have European pension funds worried
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FeaturesIPE Quest Expectations Indicator - December 2024
Bond expectations falling, equity mostly flat
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NewsSweden’s AP7 divests €100m of oil firms for lacking climate plans
National pension fund excludes EOG Resources and MEG Energy, but brings Hitachi Zosen and SGL Carbon back into investment universe
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NewsItaly’s CDC scheme to invest €1.1bn across equities, bonds, alternatives
The scheme will invest 72.4% of the €1.1bn planned for next year in bonds, 4.5% in equities, and 23.1% in illiquid alternatives, including real estate
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NewsNBIM revamps, shifts focus from real assets to energy and active management
Real assets CIO Mie Holstad quits as all areas of active management brought under one umbrella
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NewsNext year’s Swedish FTN plan includes SEK145bn active IT equities mandates
Fund Selection Agency outlines 2025 procurement plan for four actively managed premium pension fund categories and one index-based
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NewsItalian schemes team up for public equity investment to bolster domestic economy
The pension fund quartet is creating a consortium for public equity allocations to benefit from tax breaks at mandate level
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NewsATP’s returns leap in Q3 despite private equity write-downs
Danish pensions giant posts 9.7% gain on investment portfolio in January-September despite massive private equity wipeout
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Asset Class ReportsPrivate equity industry starts to show signs of recovery
Private equity has a bounce in its step once again, but it could be years before the industry recovers fully
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InterviewsVeritas: Finnish pension insurer seeks in-house efficiency
Veritas CIO Laura Wickström talks to Pirkko Juntunen about the challenges and opportunities of running a lean but efficient internal investment team
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Asset Class ReportsValuations for AI-related firms are starting to heat up
There are concerns that the market for acquiring artificial intelligence-related companies is showing signs of overheating
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Asset Class ReportsInvestor body aims to fill reporting gap
ILPA issues reporting guidance and templates after US court overturns SEC’s private funds rule
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FeaturesIPE Quest Expectations Indicator - November 2024
Donald Trump has profited from climate change, which he believes unimportant, as this year’s hurricane season has so far seen more storms over a wider area.
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NewsEthos and DSW push DAX firms to scrap virtual AGMs
Ethos has teamed up with its German partner DSW, Shareholders for Change and Better Finance to bring back in-person shareholder meetings
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NewsSwedish pensions agency awards €5.8bn of index equity mandates
Handelsbanken, Mercer and Skandia among winners in agency’s second tender award announcement
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NewsFinnish pension majors generate 7%-plus returns on strong equities
Global economic development outlook poses challenges for the actions of the central banks, says Keva CIO
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NewsDutch pension funds should move to concentrated equity portfolios, says Eumedion
Schemes should also consider nominating a candidate for non-executive boards to strengthen ties with listed companies
