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February, 2019
Tech assets drive private equity returns
Private equity massively outperformed listed equities in the 12 months to 30 June 2018, by 20.4% to 6.9%, according investment firm Cambridge Associates. The 20.4% private equity returns is from the Cambridge Associates Global ex-US Developed Markets Private Equity Index, while the equity return is from the MSCI index for large and mid-cap securities in ...
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February, 2019
Capital expenditure key to global growth
The level of capital expenditure (capex), or corporate investment, needs to increase, or the global economy will enter a persistent slowdown, according to asset management firm NN Investment Partners. According to the fund manager, capex was booming in developed markets a year ago, but it has since slowed, leading to fears that developed markets could ...
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February, 2019
Pictet alternative advisors adds direct real estate investment strategy
Pictet Alternative Advisors, Pictet Group’s wholly owned alternative investment company, is adding a direct real estate fund to its range of alternative strategies. The real estate fund will invest in European real estate assets and related companies across the full range of property sectors, including offices, residential, light industrial and student ...
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February, 2019
Is now the time for emerging markets?
Matthew Craig, LAPF Investments. Matthew Craig looks at the use of alternative assets by LGPS funds and shows how they have become an essential component of the funds’ investment strategies Emerging markets (EM) make up 55% of the world’s gross domestic product (GDP), as measured by purchasing power parity, but have a far lower share of most ...
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February, 2019
BMO launches global equity SDG fund
Fund manager BMO Global Asset Management has launched a global equity fund focusing on the 17 Sustainable Development Goals (SDGs), established by the United Nations. The BMO SDG Engagement Global Equity Fund aims to deliver long-term capital growth while also making a positive impact through targeted, impact-focused, active engagement with investee ...
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February, 2019
Emerging markets: a good time to invest or better to wait longer?
Christian Kopf, Head of Fixed Income & FX, Union Investment. Christian Kopf of Union Investment takes a detailed look at the outlook for investment in emerging markets, including a consideration of specific countries and an assessment of the major asset classes Market environment Bonds, currencies and equities from the emerging markets (EMs) faced ...
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February, 2019
MPG launches hedge fund shares for downside protection
Asset manager Managing Partners Group (MPG) has brought out share classes denominated in euro, Swiss francs and sterling for its Vita Nova Hedge Fund, for non-US investors looking for protection against equity and bond market falls. The new share classes are in addition to dollar denominated shares. MPG said that the Vita Nova fund has had 47 consecutive ...
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February, 2019
EM equities: assessing sustainability – kicking tyres, not ticking boxes
Ian Tabberer, Portfolio Manager, Janus Henderson Global Emerging Market Equities, Janus Henderson Investors. Ian Tabberer at Janus Henderson Investors outlines why he believes the creation of long-term investment returns is, by its very nature, investing in sustainability Investment returns and environmental, social and governance (ESG) concerns are ...
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February, 2019
LGPS Central selects equity and fixed income managers
LGPS Central, the asset manager pool for nine Midlands-based local authority pension funds with a total of £44 billion in assets, has announced its latest manager selections, with five managers appointed for equity mandates and two fixed income managers. The five equity managers have been appointed to global sustainable equity mandates, where ...
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February, 2019
Older people will go online, research finds
A survey by pensions administration specialist Trafalgar House has found that older pension fund members are prepared to go online for communications related to their pensions. Trafalgar House director, Daniel Taylor, commented: “Investment decisions for the pensions industry are being hampered by incorrect assumptions about member enthusiasm for ...
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