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Investor Profile

Global views spur LPFA’s bets on growth, diversification

With the ability to make investments of up to £50 million ($80.4 million) without board oversight, the London Pensions Fund Authority (LPFA) has boosted its exposure to emerging markets while also buying global infrastructure, commodities and solar energy. Chief executive Mike Taylor told Simon Mumme about some further opportunities, such as Brazilian agriculture, the fund […]
SIMON MUMMEJanuary 13, 2010
Investor Profile

ATP tells polticians at Copenhagen ‘we’re ready’

The giant Danish fund ATP has earmarked €1 billion to a climate change action fund, deliberately timing the launch of the commitment to coincide with the UN conference in its capital, Copenhagen. Amanda White spoke with chief investment officer of ATP, Bjarne Graven Larsen, about how the fund is using its sizeable capital to incite […]
Amanda WhiteDecember 16, 2009
Uncategorised posts

Euro funds think global as risk appetite returns

Investment appetite among European institutions rebounded in 2009, with Mercer Investment Consulting identifying a surge in clients’ demands for new global fixed income, global equity and specialist credit exposures. Andy Barber, global head of manager research at Mercer, tells Simon Mumme about the investment themes driving these searches, and the evident decline of the ‘home […]
SIMON MUMMEDecember 14, 2009
Research

Equity paradigms challenged

A number of new research articles have deunked two universally held beliefs in the investment industry, that shares are a good long-term bet and that economic growth is good for equities. Dr Arjuna Sittampalam, Research Associate with the EDHEC-Risk Institute and editor, Investment Management Review, examines the research.
STAFF WRITERDecember 8, 2009
Uncategorised posts

Around the world with 12 themes

The stockpicking view of Mark Tinker, global portfolio manager of Axa Framlington, has been greatly influenced by his career on the sell side of the investment management business. He spoke to Amanda White about a thematic approach to global equities and why, uniquely, two new themes have emerged in the wake of the financial crisis […]
Amanda WhiteNovember 25, 2009
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