Current edition
November/December 2025
Equities that bear fruit
News & Analysis
Pension funds may see merits in owning few stocks, but concentrated equity strategies carry undue risk
European pension funds pile into private markets
Milei’s Argentina finally shows signs of stuttering economic life
“The oil and gas majors are constrained by a legacy of their own success”
Viewpoint: “Governments are considering imposing domestic mandates to force domestic investment”
ETFs and private credit
Euro fixed income
Nordic region pensions report
Asset class report - Concentrated equities
Concentrated portfolios: How investors are challenging common wisdom by reverting to old-fashioned stock picking
Case study: How Australia’s largest super fund diversifies through concentrated portfolios
Case study: Pension Danmark focuses on AI, robotics and defence as it weighs up the value of active management
IPE Quest Expectations Indicator
Supplement
November 2025
ESG supplement 2025 - Net Zero
Net Zero: Front Line Dispatches
Net-zero goals in a post-COP30 world
Development banks find new ways to leverage private finance for EM sustainability
The climate dilemma: why mining and tech companies are proving complicated for net-zero investors
Viewpoint: Jakob Thomae, Theia Finance Labs & Ben Caldecott, Oxford Sustainable Finance Group
Jake Barnett: “Now is a powerful time for faith-based investors to advocate for what leadership looks like”
Pass-through voting gains traction
Viewpoint: Caroline Escott, Governance for Growth Investor Campaign
Viewpoint: Michael Pedroni, Highland Global
Supplement
November 2025
Class actions & securities litigation special report 2025
As fiduciary duty evolves, securities litigation becomes a key tool in pension fund governance
Investor class actions gain ground as ESG enters the frame
US courts award more than $4.7bn as securities class actions intensify
Easing the path for European institutions to launch securities litigation
Seeking a safe jurisdiction in a legal storm
REST Super: a pension fund in the dock
From Wells Fargo to Symantec: SEB AM’s definition of active ownership
The missing lever in pooled fund governance
