Asset Allocation
In-depth reporting on asset allocation for our pension fund and asset management readers from IPE’s award-winning journalists
-
NewsAP7 tightens climate exclusions, drops Chevron, Petrobras
Swedish pensions giant accelerates pace of climate blacklistings, ruling out 35 companies in latest announcement
-
NewsPME replaces BlackRock in €5bn ESG equities portfolio
UBS AM and MN take over the pension fund’s ESG equity portfolio from the American manager
-
NewsPFA reveals DKK40bn equities revamp cashed in on tariff-jitters bargains
“Timing could hardly have been more challenging,” says Danish pensions CIO of lifecycle profiles restructuring
-
Podcast#25 Leaders in Investment podcast: Simon Pilcher, Chief Executive Officer, USS Investment Management
In conversation with Liam Kennedy, Editorial Director, IPE
-
NewsGerman doctors’ pension fund makes first foray into crypto
First-pillar fund for physicians commits to €17m through two ETPs following a two-year test
-
NewsWTW’s master trust commits £400m to carbon transition credit fund
The investment is expected to rise to £1bn by 2027
-
NewsItalian pension fund moves €2.16bn to Luxembourg platform in new strategy
The overhaul coincides with the rollout of BCC CRA’s 2025–27 strategic asset allocation for its three sub-funds
-
AnalysisIPE Nordic Briefing: Danish pension funds keen to invest in defence sector
Plus: Norges Bank Investment Management unveils new strategy plan for the Government Pension Fund Global
-
NewsIPE Conference 2025: Financial sector over-extended on climate transition, says KLP
Speakers discussed how to navigate green ambitions amid pushback, policy gaps – and progress
-
NewsGerman pension funds cool on Asia as risks mount
SOKA-BAU winds down China exposure, while KZVK and NÄV grow cautious on Asia
-
NewsStagecoach transfers £1.2bn pension fund to Aberdeen
Aberdeen will receive a minority share of any surplus generated
-
AnalysisAre governments finally hearing investors when it comes to climate finance?
Some experts say governments still do not understand what counts as an investment-ready pipeline of assets
-
FeaturesIPE Quest Expectations Indicator – December 2025: Uncertainty receding
With Trump losing support domestically, the economy is expected to growh
-
AnalysisChart watch: cooling US job market, China’s record trade surplus, Venezuela’s oil reserves
US jobs data points to a slowdown, and the outlook for euro-area growth is dull
-
AnalysisMacro focus: demand for rare earths to rise as countries increase protectionist measures
China’s sudden imposition of sweeping restrictions on rare earth exports took place alongside violent moves in stock markets
-
AnalysisFixed income, rates, currencies: markets shrug off the uncertain macro picture
The rising unemployment rate suggests all is not well in the US economy, but the rest of the world – namely China – is getting on with it
-
NewsSwiss pension funds recalibrate US Treasuries exposure
The Swiss bond market is too small to meet the demand for bonds from Swiss pension funds, says PPCmetrics
-
AnalysisDutch GP fund equity shake-up defies buy-and-hold promise
The Dutch pension fund for doctors introduced a new concentrated equities strategy at the start of the year, promising ‘as few transactions as possible’
-
NewsItalian pension funds reassess market risks while redrafting strategies
Italian Casse rethink allocations, expand private markets and deepen domestic exposure despite mounting macro risks and constraints
-
NewsZurich’s PKZH cuts bonds and doubles down on growth assets
Pension fund tightens investment strategy in response to weaker long-term bond return expectations in Switzerland’s entrenched low interest-rate environment
