Recent articles

Aug 17, 2022
Inflation and war in Europe drive record first-half losses at Norway oil fund
Norway’s $1.3 tn Government Pension Fund Global – the world’s largest sovereign wealth fund (SWF) – reported a record loss of 1.68 bn kroner ($174 bn), as its return on investment for the first half of 2022 was -14.4 percent. Despite the record loss, the fund – widely dubbed the Norwegian oil fund – still beat its benchmark index by 1.14 percent, the equivalent of 156 bn kroner. On average, the fund holds 1.3 percent of all the world’s listed co...
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Aug 17, 2022
Healthcare investors say sector failing to communicate well, finds Edelman research
Historically, healthcare companies have been poor communicators when it comes to their institutional investors. That’s according to 68 percent of those covering the sector, surveyed by Edelman. A further 61 percent believe that healthcare companies are actually unprepared to communicate effectively with their major investors. The findings are part of Edelman’s inaugural ...
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Aug 16, 2022
What every IRO should know about engaging large institutional holders
Shareholder engagement is a priority for IROs. Engagement with key shareholders provides the opportunity to communicate with these investors about the company’s long-term strategy and to develop and maintain relationships with this important stakeholder group. The critical need for engagement has resulted from the lasting effects of the pandemic and the resulting economic issues, including inflation spikes and market volatility and the increased focus on ESG issues. ...
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Aug 15, 2022
Looking for the laggards: Clearway Capital on targeting firms that are already held to a high standard
Clearway Capital, described by Insightia as ‘Europe’s first dedicated ESG activist fund,’ was thrust into the spotlight this year, with a successful campaign pushing for French energy company TotalEnergies to divest its Russian assets and end the import of oil and natural gas from Russia, following its invasion of Ukraine. Clearway warned that ...
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Aug 12, 2022
The week in investor relations: BlackRock heading to Florida, diversity in the S&P 500 and retail investors missing out on active outperformance
– The Wall Street Journal (paywall) reported that BlackRock, the world’s largest money management company, is opening a satellite office in South Florida to accommodate a top executive and dozens of other employees, joining a ‘migration of financial firms’ to the state. Rick Rieder, BlackRock’s head of fixed incom...
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Aug 12, 2022
ESG in transition: Can sustainability still save the world?
Financial investment with ESG criteria has entered a first phase of maturity in which some preconceived ideas about this type of investment are beginning to be questioned. The revaluation of companies understood to be associated with ESG objectives was spectacular during 2020 and 2021 thanks to the rotation of money under management toward these companies. There was a feeling that investors could save the world. ...
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