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Institutional Investor (January 31)

2019/ 02/ 02 by jd in Global News

“The outsourced chief investment officer business is having a renaissance. OCIOs were once mainly the domain of sleepy corporate pension plans looking to offload the hassles of portfolio management. Now, outsourcers are running money across the institutional gamut. No in-house CIO running less than a few billion dollars is safe.”

 

Institutional Investor (January 7)

2019/ 01/ 08 by jd in Global News

“Institutional investors representing more than $7 trillion plan to pull money from public equities amid concerns the bull market is ending, according to a client survey released Monday by BlackRock.”

 

South China Morning Post (May 21)

2018/ 05/ 23 by jd in Global News

“The direction is clear, and the pace is picking up. For investors around the world, the biggest mistake would be to ignore China’s markets and their enormous potential now.” As China’s capital markets continue opening up, “investors—be they European hedge funds, pension funds in Australia, sovereign wealth funds from Asia, or ordinary savers around the world—will need to look at what might be a once-in-a-generation opportunity.” The June 1 inclusion of 200 of the mainland’s large-cap companies into the MSCI alone might “prompt well over half a trillion US dollars to pour into Chinese stocks in the next five to 10 years, as institutional investors adjust index-linked portfolios to MSCI’s change.”

 

IPE Real Assets (October Issue)

2017/ 10/ 23 by jd in Global News

With the uncertainty of Brexit, “REITs have been trading at discounts to net asset value (NAV) of around 15% to 25%.” Faced with scant opportunities, some are electing to return money to unitholders through buybacks or special dividends. But there is clearly a “disconnect between sentiment in the public markets and private markets.” As REITs encounter “limited opportunities in the office space, institutional investors, particularly global investors, have made many high-profile acquisitions.” This includes “the UK’s largest-ever office deal…in July when Hong Kong’s Infinitus Property Investment bought the iconic ‘Walkie Talkie’ building at 20 Fenchurch Street for £1.28bn.”

 

Institutional Investor (October 21)

2016/ 10/ 23 by jd in Global News

“Negative interest rates are nothing new in Europe, where some central banks have effectively been charging depositors since 2014. But if rates stay below zero much longer, the region’s banks and institutional investors may have to rethink their portfolios to keep afloat.”

 

Financial Times (December 8)

2014/ 12/ 10 by jd in Global News

“Greater shareholder engagement with quoted companies has been one of the key themes in corporate governance to emerge since the financial crisis” and underpins the UK’s stewardship code for institutional investors. In the U.S. as well, there has been a “recent upsurge in activist investing,” along with “growing demands by long-term institutions for greater input.” This creates potential for progress. “It can only be good that shareholders take an active interest in the businesses in which they invest.”

 

Investments & Pensions Europe (November Issue)

2013/ 11/ 24 by jd in Global News

Awareness has grown “that institutional investors who define their job as beating the peer group benchmark are being irresponsible.” With that realization, responsible investment has reached the first stage. Today, “the challenge for ESG 2.0 is to learn to manage the modern risks that are linked to long-horizon stewardship investing.”

 

Institutional Investor (October)

2012/ 10/ 18 by jd in Global News

“China is making it easier for more foreign institutions to buy domestic securities in a fresh attempt to deepen institutional presence in the country’s lackluster stock markets.” The Qualified Foreign Institutional Investor (QFII) program is being nearly tripled to $80 billion from $30 billion. In addition, the minimum requirement for international investors to directly purchase locally listed securities has been lowered to managed assets of $500 million from $5 billion.

 

Financial Times (May 23)

2012/ 05/ 26 by jd in Global News

Bonds are in. Stocks are out. “Institutional investors, from pension funds to mutual funds sold directly to the public, have slashed holdings in the past decade. Stocks have not been so far out of favour for half a century.” The penchant for bonds could reverse. Or “the end of a six-decade passion for equities could lead to a less flexible, more conservative model of corporate financing.”

 

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