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Investing in Global Equities

Global Equities: Valuation vagaries

December 2018 (magazine)By

Mean reversion is useful in valuing stocks, but there are many unpredictable factors that can disrupt long-term assumptions 

FAANGS: Tech black swan in the wings?

December 2018 (magazine)By Vanessa Drucker

The US technology giants could be hit by extreme risks

Central Banks: Be wary of the bulls

December 2018 (magazine)By

Opposing views on the timing and effects of quantitative tightening suggest investors should be cautious of high valuations

Case Study: Local Pensions Partnership

December 2018 (magazine)By

LPP’s Richard Savage describes his approach to running an in-house global equities portfolio

Global Equities: Valuations face a structural shift

October 2017 (Magazine)

It is not easy to predict where markets are heading in this era of great economic disruptions but there are big opportunities for skilled investors

All Investing in Global Equities

Photo of Neuchâtel, Switzerland

Swiss corporate pensions slide into red for first time in two years

Mon, 14 Oct 2019By

Coverage ratio down by 4% in third quarter, consultancy reports

liam kennedy

Pensions in a hostile climate

October 2019 (Magazine)By

 Outside the realm of US public pension plans, where generous return assumptions and inflated discount rates are common, the medium and long-term outlook for asset classes is of serious importance to most pension funds. 

daniel ben ami

Storing up future pain

October 2019 (Magazine)By

Anyone who back in 2008 had accurately predicted what monetary policy would look like today would certainly have been regarded as unhinged. 

carlo svaluto moreolo

Do not let costs become an obsession

October 2019 (Magazine)By

Our report this month on management and outsourcing discusses how pension funds must increasingly rely on external organisations to analyse their portfolios, particularly from a cost perspective. 

nick reeve

Time to talk pensions

October 2019 (Magazine)By

At a press briefing last month, Bill Galvin, chief executive of the UK’s £68bn (€77bn) Universities Superannuation Scheme (USS), emphasised the importance of improving its communication policy. 

All News and Opinion

On the Record: Lower yields

October 2019 (Magazine)By

After the ECB’s announcement of more QE, we asked two pension funds how they plan to manage the prospect of lower yields

asshoff

How we run our money: ZVK

October 2019 (Magazine)By

Gregor Asshoff  (pictured), board member of ZVK, the pension fund for Germany’s construction workers, talks to Carlo Svaluto Moreolo about upcoming asset allocation shifts

nicolaas marais

Strategically Speaking: Wells Fargo Asset Management

October 2019 (Magazine)By

By his own account Nico Marais is an extraordinarily lucky man. The CEO of Wells Fargo Asset Management (WFAM) is keen to use every opportunity to emphasise his good fortune. In Marais’s modest telling of his own story, his success is thanks to the qualities of others, rather than to his own merits. “It’s the story of my life. I’ve just always worked for amazing people,” ...

On the Record: Emerging markets

September 2019 (Magazine)By

We asked two pension funds whether the distinction between emerging and developed markets still makes sense

harold clijsen

How we run our money: PGB

September 2019 (Magazine)By

Harold Clijsen CIO of Dutch multi-sector Pensioenfonds PGB, speaks to Carlo Svaluto Moreolo about asset allocation, sustainable investment and member communications

All Interviews

IPE QUEST

Your first step in manager selection...

IPE Quest is a manager search facility that connects institutional investors and asset managers.

  • QN-2570

    Asset class: Direct Real Estate.
    Asset region: Europe excluding Switzerland.
    Size: 150m.
    Closing date: 2019-10-30.

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