All Equities articles – Page 15
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Opinion
Nest: How schemes can tackle home bias with global equities
Sticking close to home can sometimes be a perfectly sensible thing to do. But when it comes to equities, adopting automatic positions that place a large amount of scheme members’ portfolios in the UK exposes them to risks.
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Opinion
Trendwatch: How schemes are rebalancing towards alternatives
Blog: There are growing signs pension schemes are on the verge of a significant shift in their investment approaches, with ramifications beyond the current period.
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News
Lloyds scheme turns to alt credit as it shrinks equity risk
Lloyds Bank’s larger defined benefit pension fund has ditched a proportion of its equity holdings in favour of credit and hedge fund strategies, as pension funds widen their search for diversified sources of return.
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News
How the slump in oil prices is hitting schemes
As oil prices fall below $50 (£33) a barrel, investment experts have urged pension schemes to seize the opportunity to hedge their liabilities against inflation and heed the impact on their commodity markets exposure.
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News
LPFA: £500m GMPF tie-up not limited to infra
The chief of the London Pensions Fund Authority has said the £500m tie-up with the Greater Manchester Pension Fund, announced las week, will consider “infrastructure in a broad definition”.
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Opinion
Eight ways to manage the volatility of your EM exposure
Not all investors have the risk appetite for investing in emerging market equities. But there are a number of risk-mitigating ways to access the asset class, some of which are relatively easy to implement.
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Opinion
Why the equity market is some way short of a bubble
The years following the financial crisis have been a golden period for equity investors. Global equity indices are near all-time highs, following a prolonged period of extraordinary monetary stimulus, while global economic growth remains sluggish.
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News
UK lags Europe in passives drive for smart beta and ETFs
UK pension schemes are lagging behind their European counterparts investing in smart beta strategies, according to research that adds to criticism of actively managed strategies.
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Opinion
How global events hit your pension fund
Despite many months of turbulent news stories – the continuing advance of Islamic State, pro-democracy demonstrations in Hong Kong and the spread of Ebola – the markets failed to react to this increased uncertainty until last month.
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Features
Caterpillar scheme delays derisking over stock volatility concerns
Caterpillar Pension Plan has postponed a decision to cut its equity exposure to increase its liability-driven investment allocation as a result of concerns over stock market volatility.
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Opinion
Should local authority schemes be forced to invest passively?
Pension schemes make investment decisions based on, among other things, their individual asset mix, desired investment outcomes, risk tolerance, liability profile and deficit level.
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Opinion
Five key charts from the PPF's Purple Book
Flying in the face of almost everything else pensions-related this year, the latest annual edition of the Pension Protection Fund's Purple Book revealed few if any big shocks.
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News
DC benchmarks expected to switch attention to performance
Industry experts have predicted the governance focus for defined contribution default funds will swing from cost to performance as DC benchmarking capabilities come to the fore.
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News
Corporate schemes up alts but stem fixed income flows
UK corporate schemes ploughed 20 percentage points more of their assets into alternatives in the past three months than the previous quarter, while cutting inflows into fixed income, investment data have shown.
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News
Riding choppy markets: Are equities worth the associated risk?
Schemes are looking at ways to limit the impact of spikes in equity volatility as financial markets once again wreak havoc on investments.
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Features
Hillingdon targets equity dividends, looks to lock in gains
London Borough of Hillingdon Pension Fund has shifted its equity portfolio away from UK holdings and towards unconstrained strategies, but the move has so far failed to perform.
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Opinion
Editorial: In the republic of mediocrity
What should schemes make of the International Monetary Fund’s managing director Christine Lagarde’s proclamation of the “new mediocre” global economy?
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Opinion
Are DGFs a good investment for schemes amid strong equity performance?
Kevin Frisby from LCP, JLT Investment Consulting's Allan Lindsay, Axa IM's Yoram Lustig, HR Trustees' Giles Payne, Aon Hewitt's Ryan Taylor and Bruce White of LGIM discuss whether diversified growth funds are a good investment for schemes given the strong performance of equities, in the second of this four-part panel debate.
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Features
Nationwide builds inflation hedge, ups matching assets to derisk
Nationwide Pension Fund has reduced its exposure to return-seeking assets and carried out its first significant inflation hedge, as capital adequacy rules drive banking and building society sponsors to reduce funding volatility.
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Opinion
How can schemes judge DGF performance?
Kevin Frisby from LCP, JLT Investment Consulting's Allan Lindsay, Axa IM's Yoram Lustig, HR Trustees' Giles Payne, Aon Hewitt's Ryan Taylor and Bruce White of LGIM discuss how schemes can measure the performance of diversified growth funds, in the first of a four-part panel discussion.