All IPE articles in August 2025 (online)
View all stories from this issue.
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FeaturesIPE Quest Expectations Indicator – August 2025
Trump’s attempts to undermine international trade and the US Federal Reserve are turning analysts against US assets, while good news out of Europe reinforce the case for appreciation of European assets
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Opinion PiecesHow building African pensions could unlock local capital markets development
The 6th annual conference of the Africa Pensions Supervisors’ Association (APSA), held in Marrakesh in July, offered invaluable insights into the scale of the challenges and the opportunities of building pension systems in Africa
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AnalysisFixed income, rates, currencies: uncertainty sends US stocks out of sync with bonds and currencies
Tariff-led recession fears have eased, supporting risk assets, but bond and currency markets are in ‘wait-and-see’ mode
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AnalysisChart watch: positive US GDP forecasts overshadowed by tariff unpredictability
Economists expect a benign macroeconomic environment, but all is predicated on the fickleness of US policy
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AnalysisIPE Netherlands Briefing: Dutch funds reverse course on active management
Plus: SamCo, the asset manager of most Shell pension funds, will be wound down, and Goldman Sachs Asset Management will be fiduciary manager of six Shell schemes
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NewsM&G changes climate strategy to prioritise asset alignment and engagement
The 2025 target moves beyond reducing portfolio emissions to assess climate resilience of portfolio companies
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NewsEIOPA flags persistent market risk for IORPs amid stable overall outlook
EIOPA’s latest dashboard shows overall risk assessment for EU occupational pension funds at medium level, but warns of high market and asset return risks
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NewsNBIM chief Tangen reveals how he kept his job amid Elon Musk text furore
CEO of Norway’s SWF publishes book on leadership, compiling podcast interviews
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NewsSweden’s Kåpan brings back retired CEO to hold fort after Giertz exit
Chair says Gunnar Balsvik ‘will contribute to stability, continuity and secure leadership’
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NewsPensionsEurope plays down need for scale interventions in IORP II review
Industry association to go into more detail in response to the Commission’s targeted consultation on supplementary pensions
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NewsDow Chemical pension fund gears up for buyout
Several insurance firms active on the Dutch buyout market have shown interest in a buyout of the €2.1bn pension fund of US chemicals giant Dow
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NewsDenmark’s pensions lobby teams up with banks to firm up defence financing
IPD and Finance Denmark launch new partnership as a coordinated effort to bolster cooperation with government, authorities on investment and financing for defence
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NewsISS Stoxx to buy geospatial analytics firm
ISS says institutional investors showing greater need for geospatial data and enhanced risk analytics
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NewsPRI launches private debt stewardship guide with Redington
PRI CEO David Atkin says lenders ‘face significant barriers to stewardship’ with private debt ‘that do not necessarily exist elsewhere’
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NewsAsset managers continue to raise the bar on sustainable investing – survey
But Isio sees plenty of work left to do at fund level
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NewsNational Grid UK Pension Scheme secures £900m buy-in deal
Transaction takes the pension fund’s total liabilities de-risked with Rothesay to £4.5bn
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NewsACCESS partner funds on the look out for new pooling arrangement
The pools are expected to select partners ahead of the final decision deadline of 30 September 2025
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NewsPGIM’s middle market direct lending fund reaches $4.2bn final close
The fund provides senior secured financing to middle market companies across North America, Europe, and Australia
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NewsMMC UK fund in £1.9bn in bulk purchase annuity deal with Standard Life
The buy-in deal covers 6,500 members of the Sedgwick Section of the MMC UK Pension Fund
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NewsRailpen picks Neuberger Berman for securitised credit mandate
The mandate primarily invests in securitised debt securities, including collateralised loan obligations, asset-backed securities and mortgage-backed securities
