- Will Germany's extraordinary spending plan bring benefits for investors?
Top stories
EIOPA concerned about proposed reliefs in corporate sustainability reporting standards
The European Commission needs to make a decision about suggested revisions to the European Sustainability Reporting Standards
AP4 rehires bond trader and climate champion Ulf Erlandsson
Erlandsson has been running the Anthropocene Fixed Income Institute for the past six years
UK consultants launch asset owner-manager stewardship alignment tool
New tool is designed to help asset owners assess whether asset managers’ stewardship practices align with their expectations, offering suggestions where gaps emerge
Ex-Brunel equity manager finds a new home at Avon Pension Fund
Avon will transition from Brunel to its new pool, LPPI, in April 2026
KLP claims upper hand in Norway’s 2025 municipal pensions tenders
But independent municipal pension fund returns beat KLP over time, says lobby group, citing high equity allocations
Finnish pension funds reveal shrinking allocations to domestic market
Ilmarinen narrowly trumps nearest rival Varma on 2025 returns with 8.1%
The UK’s ‘deep tech’ sector: a paradox for policymakers and institutional investors
Deep tech now represents 31% of all UK venture funding – a threefold increase from a decade ago
Thoughtful engagement with AI is no longer an option for asset managers and pension funds
The arrival of AI into the investment process has the potential to vastly amplify existing research-related information disparity
Sustainable capitalism should ditch Milton Friedman’s flawed approach
Nobel Prize-winning economist Milton Friedman’s influence on corporate behaviour and investment philosophy continues to resonate decades after his famous 1970 New York Times article declaring that the sole social responsibility of business is to increase profits.
AP4 rehires bond trader and climate champion Ulf Erlandsson
Erlandsson has been running the Anthropocene Fixed Income Institute for the past six years
Ex-Brunel equity manager finds a new home at Avon Pension Fund
Avon will transition from Brunel to its new pool, LPPI, in April 2026
People moves: Pensions UK names head of DC and master trusts
Plus: Sweden’s AP2 appoints board’s vice chair; Future Growth Capital names head of valuations
IPE Nordic Briefing: Iceland sees pension fund merger activity
The country’s second-biggest pension fund, the Pension Fund of Commerce, LV, had entered talks with Birta, the number four pension fund, over a potential merger
Dutch pension funds defy hedge crunch fears in first DC transition wave
Interest rate hedge unwind passes smoothly as first wave of DC conversions avoids market disruption
IPE ESG Briefing: What kind of rethink does stewardship need?
A report by the Investment Association set out realistic expectations about what stewardship can achieve
Private markets underpin Italian pension funds’ resilient returns
Italian pension funds’ private equity and debt investments delivered steady returns despite global market turbulence
Dutch lawmakers under pressure to allow shareholder ‘say-on-sustainability’
Upcoming debate on CSRD transposition will reveal whether politicians follow in footsteps of Spain, Estonia and Switzerland
Insourcing versus outsourcing: a deceptively simple question
Leading executives at the UK’s NEST Invest, France’s ERAFP and Germany’s Bosch Pensionsfonds spoke to Joseph Mariathasan about operational and asset allocation challenges
Lazard Asset Management 's Jeremy Taylor: “The shape of the market has completely changed”
Lazard Asset Management makes a strong case for fundamental research and active management, Europe co-CEO Jeremy Taylor tells Carlo Svaluto Moreolo
Iceland’s LV pension fund pulls off major strategy overhaul
CIO Arne Vagn Olsen explains to Rachel Fixsen how Iceland’s second-largest pension fund has fundamentally changed how it operates
Lyes Arezki outlines UMR's theme-based approach to portfolio construction: ageing and wellness
Lyes Arezki, investment manager for private markets at France’s UMR, sets out the pension provider’s approach to portfolio construction and private markets
Small but perfectly formed: Italy’s €1.6bn Fondo Pensione Pegaso
The pension fund for Italian utility workers taps into private market expertise to broaden its investment horizons and boost returns
IPE Magazine January/February 2026
Read the latest issue of IPE Magazine
Browse the digital edition and find highlights from this month's issue below
Digital edition of IPE magazine
January/February Highlights
European equities: IPO market set for rebound amid policy uncertainty
A renaissance in European stockmarket flotations needs to be backed by more supportive policies
Sustainable capitalism should ditch Milton Friedman’s flawed approach
Nobel Prize-winning economist Milton Friedman’s influence on corporate behaviour and investment philosophy continues to resonate decades after his famous 1970 New York Times article declaring that the sole social responsibility of business is to increase profits.
Fiduciary assets plateau as UK market matures
UK pension schemes are de-risking through insurance in growing numbers, while many are choosing run-on strategies – and fiduciary managers must adapt
Insourcing versus outsourcing: a deceptively simple question
Leading executives at the UK’s NEST Invest, France’s ERAFP and Germany’s Bosch Pensionsfonds spoke to Joseph Mariathasan about operational and asset allocation challenges
Lyes Arezki outlines UMR's theme-based approach to portfolio construction: ageing and wellness
Lyes Arezki, investment manager for private markets at France’s UMR, sets out the pension provider’s approach to portfolio construction and private markets
Corporate reform underpins Japan’s record equity run
Japanese equities surged to record highs last year, amid confidence that government policy and the new regulatory framework will continue to support investment
Fixed income report 2026 - Germany’s spending spree: safe bet or bumpy ride for Bund investors?
The German government’s landmark decision to increase public spending beyond its traditionally strict limits meant that Bunds had a volatile ride last year. This scenario has already become a familiar one for investors, as shown by the 2.5 basis points (bps) jump in the 10-year bond yield that kickstarted 2026.
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