All Asset Classes articles
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FeaturesIPE Expectations indicator – August 2026: the British exception
Political risk remains elevated in all regions, but it is having a different on analysts’ expectation on the UK
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InterviewsManor Pensionskasse’s hands-on hedge fund strategy
The €2bn pension fund for employees of Switzerland’s Manor Group has a track record of hedge fund investing of nearly three decades
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AnalysisFixed income, rates, currencies: strong US data eases worries about Iran war impact
Despite the potentially dramatic economic consequences of the Iran war, markets continue on their upward trajectory, buoyed by strong US earnings
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AnalysisCharts watch: US economy, bond markets, Renmimbi
US economic data appears healthy, despite warning signs
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AnalysisMacro focus: the international role of the US dollar
The US dollar remains the world’s reference currency, but its dominance is declining
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AnalysisFixed income, rates, currencies: markets on high alert for inflation spike
The US-Iran conflict might not cause the inflation surge seen in 2022, but higher prices and weaker economic growth are possibilities
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AnalysisMacro focus: US Fed faces balance sheet reduction trilemma
US Fed chair nominee Kevin Warsh says the US economy needs lower rates and that the Fed needs a smaller balance sheet at the same time
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AnalysisGlobal economy tested by Iran war
Markets and central banks are viewing the supply shock as having a greater impact on inflation than on growth – for now
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AnalysisMacro focus: the productivity puzzle
Productivity growth will stay at the mercy of macroeconomic forces, but technology adoption will remain as important as ever
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InterviewsInsourcing 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
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AnalysisChart watch: oil price, German construction PMI, Chinese consumption
Markets remain relatively unfazed by recent geopolitical events, thanks to the loose financial conditions globally
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AnalysisMacro focus: debasement and fiscal dominance
The price of gold and other precious metals will continue to soar next year, as investors shift focus away from currencies
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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
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AnalysisChart watch: Trade policy uncertainty, US job growth, European inflation
Trade policy uncertainty remains elevated, and the US is showing signs of a slowdown. In Europe, inflation numbers are reassuring
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FeaturesIPE Quest Expectations Indicator – October 2025: Views converge amid uncertainty
Though very few analysts expect equities and bonds to fall across the board, with the exception of Japan, the ‘neutral’ vote is very high
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Special ReportIPE Top 1000 2025: European pensions break €10trn barrier
Europe’s retirement savings pool grew by 6.2% in 2024, well above the 10-year average
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NewsM&G and Dai-ichi Life launch ambitious long-term strategic partnership
M&G to become preferred asset management partner for Dai-ichi Life Holdings in Europe
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NewsGreen equities outperformed since 2008 but with volatility – report
The group says investors should focus on emerging areas like climate adaptation for future opportunities
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InterviewsTPT’s quest to support UK DB pension schemes
Peter Smith, investment director at TPT, the consolidator of UK DB pension schemes, talks to Pamela Kokoszka about the latest developments in investment management at the organisation
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NewsAlecta aims to become industry leader in risk management, after review
Swedish pension overtaken by AP7 as Sweden’s largest pension fund
