All Strategies articles – Page 3
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Asset Class Reports
Equities – Pandemic winners and losers
COVID-19 is proving a powerful catalyst for social and technological change
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News
Keva chief says fund actively looking for new Finnish unlisted assets
Fund wants to offer itself as a long-term, domestic ownership option for energy infrastructure assets
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Asset Class Reports
Portfolio strategy – Equities in the time of the pandemic
The speed and impacts of the coronavirus pandemic have thrown up challenges for investors that will not be clear for decades
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News
Church of England fuels ExxonMobil rebellion with open letter
It underlines the importance of governance, in the context not only of climate change, but also the collapse in demand for oil and gas
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News
Danish schemes outline current investment attitudes after recent losses
Academics’ pension fund reduces equities allocation to 24%; AP Pension sees no reason to change strategy
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News
ATP and PFA sell out VIA Equity PE funds
“It is time for a strategic change,” Bo Foged declares
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News
Austrian pension funds return 6.72% over H1 2019
Pension fund association identifies active management, Federal Reserve decision, and equity markets as the main drivers
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News
Swiss collective pensions vehicles get green light for equities boost
Pension funds will have more say in Anlagestiftungen decisions under new law
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Features
IPE Expectations Indicator: January 2018
It would be an understatement to say the shine has left the US equity market, given this month’s manager expectation submissions
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Asset Class Reports
Gilts still retain some lustre
Even when offering negative real returns, Gilts are generating interest as a risk-free asset
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News
German province pressured to tackle 'pension lie'
Court and opposition parties criticised hidden government debt increase through reserves for civil servants
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News
Pension fund for Berlin doctors turns back on coal
Divestment from companies with 25% turnover from coal applies to 1% of equities
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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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News
Survey shows average TER of 0.6% at Swiss pension funds
Two-thirds of reported costs stem from portfolio management
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Asset Class Reports
US Equities: Tech gorillas prevail
The big five tech companies look likely to offer some good returns at least for the next decade or two. But deciding when to buy them might not be so easy
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Asset Class Reports
US Equities: Oil & Gas - Fuel for thought
After a period of high volatility, the recent rally in the global energy sector has brought some hope but the question is whether the rebound is the result of sentiment or a symptom of fundamental change
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News
'Best times' over for alternatives, warns chair of Nokia-Siemens fund
Industry must anticipate lower returns from alternatives, but should still consider allocations, says Thomas Friese
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News
Swiss Pensionskassen returns for 2015 better than expected
Swisscanto survey shows 1.13% average return
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Features
ESG: The taxing issue of tax
As Google, Amazon and other multinationals face scrutiny over their tax affairs, we assess the case for asset owners to engage on the issue