All Donald Trump articles
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FeaturesIPE Quest Expectations Indicator – December 2025: Uncertainty receding
With Trump losing support domestically, the economy is expected to growh
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Opinion PiecesTrump opens US DC market to alternatives
Private markets managers in the US have set their sights on a $3.5trn (€3trn) opportunity
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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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Asset Class ReportsUS versus Europe: will private credit investors shift focus?
As market volatility persists, private credit investors are starting to rethink their allocations to the US in favour of Europe
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FeaturesFixed income, rates, currencies: Questions over US economic policy dominate global concerns
As ever, the US dominates the global economic landscape. While there is still considerable uncertainty around possible tariffs emanating from the US – despite deals struck by the UK, China and Vietnam – the levels are still expected to be markedly lower than those trumpeted on 2 April.
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Opinion PiecesUS budget bill battle fazes Australian super funds
With around A$750bn (€420bn) allocated to the US, Australian super funds are bracing themselves for the impact from a raft of policies being rolled out by the Trump administration.
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FeaturesIPE Quest Expectations Indicator - July 2025
US President Donald Trump remains the main source of global political risk. In recent weeks, he has ramped up pressure on Russia over the ongoing war in Ukraine while the success of his interventions in Israel’s dual conflicts with Hamas and Iran is uncertain.
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NewsDutch funds reconsider US equity exposure
While pension funds are yet to make big changes, decisions about strategic asset allocation are expected in the medium and long term
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NewsDutch funds see funding ratios rise in Q1 despite negative returns
Dutch pension funds felt the effects of Donald Trump’s trade war in the first three months of the year as interest rates rose and assets fell
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FeaturesIPE Quest Expectations Indicator - May 2025: US markets lose their wings
Markets have been gyrating wildly with Trump’s on-again-off-again trade wars, but resistance is building
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NewsTrump trade war puts Dutch funding ratios under pressure
The short-term shock is extra relevant for Dutch funds, as they want to make the transition to a new defined contribution arrangement with comfortable funding ratios
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AnalysisIPE ESG Briefing: European investors plough ahead
Plus: DEI and net zero goals amid growing trans-Atlantic divide
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NewsEuropean pension funds stick to their guns in the face of market turmoil
European pension funds hold steady but reassess their long-term strategies amid an escalating global trade war
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AnalysisShould pension funds increase their dollar hedge now?
US dollar’s downside risks have greatly increased under Trump’s second presidency. For Dutch schemes, upping protection is extra urgent during a time of transition to DC-based pension arrangements
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AnalysisThe maple eight: Canada’s pension funds focus on home turf
Pension funds in Canada are rallying to the flag
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AnalysisTrump’s dream sovereign wealth fund could draw co-investors, if it avoids the pitfalls
Norway’s investment strategy could be ‘far too modest’ for the proposed new US sovereign fund
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Opinion PiecesUS pension funds tread carefully on DEI
The new Trump administration will likely see the end of investment strategies and programmes inspired by Diversity, Equity & Inclusion (DEI) criteria
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Opinion PiecesCould DB pension plans make a comeback in the US?
This year will see developments in the US DC market, but the renaissance of DB plans is set to continue
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NewsTrump wins: US ‘looking golden’ over the long term, says GAM
Trump returning to the White House raises questions about the fate of the sustainability agenda
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Opinion PiecesViewpoint: What if Trump wins?
International pensions expert Peter Kraneveld outlines a dark scenario
