- Will Germany's extraordinary spending plan bring benefits for investors?
Top stories
Nuveen-Schroders deal to create eighth largest European institutional manager
Nuveen is proposing to buy Schroders for around £9.9bn in cash
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
Finnish pension fund majors benefit from surging domestic equities
Smallest pensions insurer, Veritas, beats Varma as well as Keva on 2025 returns with 8.7% gain after sticking with high equities exposure
EU kicks off consultation on Shareholder Rights Directive overhaul
Tighter rules for proxy advisers and virtual annual meetings are among measures being considered by policymakers
Manager expectations of a disorderly climate transition rise
LCP survey also found that a third of surveyed managers are unsure whether ESG initiatives such as NZAM will play significant role in investment industry
WTW executes first German pension buyout with Areva liabilities transfer
The transfer covers what WTW described as a ‘significant portfolio’ with a volume in the ‘three-digit million range’
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.
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
Germany’s BVV sacks CIO after five months
Reports suggest disagreements emerged within the management board over BVV’s investment strategy, which Axel-Rainer Hoffmann reportedly considered too risk-averse
People moves: LGPS Central adds to executive team with duo
Plus: IGG appoints trustee director; NBIM’s chief risk officer steps down
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
IPE UK Briefing: Pensions Bill progress and regulatory moves
Plus Value for Money and LGPS consolidation
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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