- Will Germany's extraordinary spending plan bring benefits for investors?
Top stories
BPL Pension to allocate €1bn to impact investments
The €25bn pension scheme for the agri- and horticultural sector will invest 80% of the new portfolio in private debt and 20% in private equity
Former German dentists’ fund director ‘abused his position’, court rules
According to the court, Ralf Wohltmann ‘deliberately placed himself in a conflict of interest’ by holding dual positions
UK pension reforms questioned over saver risk and impact on competition
UK upper parliament warns pension reforms could shift risk onto low-income savers, while consolidation threatens competition and innovation
Italy’s pension shake-up raises stakes for multinational employers
Auto-enrolment and contribution portability force multinational employers to rethink pensions as Italy reshapes its second pillar pension system
Investment Association urges asset owners to rethink stewardship
IA report outlines six structural challenges and 10 recommendations for asset owners, investment managers, consultants, and regulators
LGPS Central to launch pooled global credit fund
The fund will be managed in partnership with three global credit managers – Capital Group, JP Morgan Asset Management and Neuberger Berman
Thoughtful engagement with AI is not 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 disparitie
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.
Pension funds are under the spotlight – it should be seen as an opportunity
Global policymakers are looking to pension funds to be part of the solution to many problems
Swiss Federal Social Insurance Office reshuffle deepens after AHV miscalculation
Leadership changes continue at Switzerland’s social security office as AHV forecasting errors prompt reform and renewed pension scrutiny
PensionDanmark, AXA, UN pension fund on new Net-Zero Asset Owner Alliance steering group
The Net-Zero Financial Service Providers Alliance, meanwhile, has announced it is shutting down
People moves: LGPS Central names investment director for local investment
Plus: bfinance appoints DACH senior director; Barnett Waddingham names head of pensions governance
Culture is now too important to leave informal
The institutional investment market needs to consistently evidence its beliefs about culture, argues Bev Shah, co-CEO at City Hive
IPE Netherlands Briefing: Another 24 funds convert to defined contribution
Plus: Pension funds divest from US assets; PME withdraws €5bn mandate from BlackRock
All that glitters: Swiss pension funds raise gold exposure
Swiss pension funds boost gold allocations, seeking protection from geopolitical shocks, market volatility and fading trust in US assets
Swiss pension funds shift focus on equal-weighted, small-cap equities
Swiss pension funds turn to small caps and equal-weighting to rein in growing global equity concentration risks
Dutch pension funds reduce dollar bond holdings
Civil service scheme ABP, the only Dutch pension fund with a sizeable exposure to US treasuries, reduced its allocation by €10bn in 2025
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
Scenarios at the ready: How APG’s chief economist views political risk
Thijs Knaap, APG Asset Management’s chief economist, discusses political risk and how it could affect institutional portfolios
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/Highlights Highlights
European 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
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
Scenarios at the ready: How APG’s chief economist views political risk
Thijs Knaap, APG Asset Management’s chief economist, discusses political risk and how it could affect institutional portfolios
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.
Amundi and CREATE-Research 2025 survey highlights the rise of dynamic asset allocation
This insight, which allows new information to guide one’s opinions and plans, has been taken on board by pension plans, as their strategic asset allocation has become ever more exposed to the economic rollercoasters that have whipsawed their portfolios recently.
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