All Equities articles
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NewsABP leaves equity risk unhedged in countdown to DC transition
Dutch €518bn pension fund says derivatives ‘of limited feasibility’ given its size
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InterviewsIlmarinen’s equity investment strategy: Handpicking the world’s best stocks
The biggest segment of Ilmarinen’s equity investment strategy is driven by sector-focused active stockpicking
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AnalysisInvestors prepare for future equity markets, IPOs, and challenging governance models
Investment strategists and portfolio managers weigh the options for equity investors as tech-driven growth and momentum dominate markets, writes Carlo Svaluto Moreolo
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ResearchWhat’s driving the UK’s £3.4trn institutional market? IPE’s exclusive market insight report
BlackRock has retained its position as the largest manager of UK institutional assets for the second consecutive year, as consolidation, pension risk transfer activity and the rise of private markets continue to redraw the boundaries of the UK pensions industry, according to IPE’s exclusive annual survey.
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NewsDanish pension funds post 9% gains in H1 as green products outperform
High equity allocations and unhedged currency exposure rewarded in first six months of 2026, says consultant
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FeaturesIPE Expectations indicator - July 2026: Hormuz in bonds, but not in equity
Peace in Iran is at last focussing on the Strait of Hormuz. Iran seems to have dropped its demands for tolls, but continues to insist on its sovereignty over the waterway. The US has realised EU countries and the UK will not support it in its demands.
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NewsDutch GP fund pauses shift to concentrated equity strategy
Market volatility and underperformance prompt the pension fund for Dutch general practitioners to suspend transition to a concentrated equity portfolio
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NewsDutch pharmacy pension fund boosts hedge ratio to 80% through asset sales
PMA reduces equity exposure and increases interest rate protection before moving to defined contribution
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NewsItalian schemes diversify US equity allocations as market uncertainty persists
Managing concentration risk and capturing opportunities are reshaping Italian pension funds’ US equity strategies
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AnalysisPension funds weigh US tech dilemmas as SpaceX IPO looms
Most asset owners are taking a cautious approach to this week’s SpaceX IPO, which has been described as a ‘question of faith or discipline’
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NewsDutch pension fund picks Van Lanschot Kempen for €1.25bn fiduciary mandate
Plus: Border to Coast picks AllianceBernstein for equity alpha fund
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NewsPME credits ESG filters for equity outperformance despite benchmark lag
Dutch pension fund says ESG screening enhanced equity returns, despite underweight to US technology
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FeaturesIPE Expectations Indicator – June 2026: Politics are trumping growth prospects
The US war in Iran is suffering from unexpected consequences. Oil companies look like short-term winners, long term losers and they are vulnerable to windfall profit taxes. US enterprises, not subject to pressure to limit CO2 are more vulnerable, but internationals around the globe profit from being better prepared.
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NewsCompenswiss tenders up to CHF1bn per money market fund allocation
Swiss institutional investors launch manager searches across liquidity, US equity and global small-cap strategies
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NewsKPN pension fund abandons core-satellite approach
Dutch telecoms pension fund simplifies investment structure after underperformance and growing governance complexity concerns
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ResearchIPE institutional market survey: Small and mid cap equities managers 2026
The assets invested by global manaers in small and mid-cap equities continue to grow, confirming the positive trends of the past few years.
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Asset Class ReportsEuropean small-cap equities: Time for the tail to wag the dog?
Europe’s small-caps have shown attractive valuations. Now smaller firms in sectors like tech, defence and energy infrastructure look set to shine
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AnalysisEuropean pension funds focus investment domestically as fears grow over the US
Doubts over the direction of the Trump administration are rising due to the war against Iran
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NewsPKA chief hands ultimatum to politicians on state aid after Morrow loss
‘We want to support Europe. We want to contribute to the green transition,’ says CEO Jon Johnsen
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NewsUK SDR label imbalance could curb pension scheme use, FCA acknowledges
The UK regulator says it is committed to working with the industry to understand why more fixed income managers or funds are not seeking a label
