IPE's EU Coverage
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NewsFinland’s Elo cites hedge funds, listed equities as Q1 drivers
Pensions insurer makes 6.5% return on hedge funds as weighting increases in portfolio
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NewsEU single market report drafts road map for Savings and Investments Union
Report written by former Italian prime minister Enrico Letta recommends changes to unlock €33trn of private savings
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Opinion PiecesAn opportunity to reimagine private capital in Europe
Enrico Letta’s long-awaited report on the future of the European Union’s single market is set to spark a major debate among EU leaders. As Europe faces a rapidly evolving strategic landscape, the former Italian prime minister’s findings, due to be published this spring, could help shape thinking on European integration ahead of the upcoming elections in June.
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NewsEuropean Commission president’s plan for common SWF stalls
Focus on Strategic Technologies for Europe Platform (STEP), and member states’ opposition obstruct path towards fully-fledged EU sovereignty wealth fund
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NewsSwedish funds agency unveils first tender results, most winners are Nordic
Abrdn and JPMorgan are only two non-Nordic asset managers out of six successful bidders for SEK11bn of European equity provision
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NewsPensionsEurope ‘deplores’ undifferentiated EIOPA greenwashing approach
Industry body also said it fears EIOPA’s proposed stance could lead to greenhushing
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NewsCouncil approves EU due diligence rules
Agreement would lessen pressure on finance sector and change scope of law
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NewsAP7’s head of strategy quits for Nordic family offices role at Deutsche
Pontus von Essen leaves Swedish national pensions giant after more than six years
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NewsDanish pension funds call for political nod on defence investments
Insurance & Pension Denmark says pension funds are cautious when it comes to investing in defence and security sector
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Asset Class ReportsPrivate lending shows signs of recovery
Private credit is showing signs of recovery, but investors are focusing on defensive sectors
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FeaturesA bumper year for convertible bond issuance
The convertible bond market ended 2023 on a strong note with its main index – the Refinitiv Global Focus – returning 6% in the fourth quarter. The optimism has continued into 2024 on the back of reasonable valuations, historically low equity volatility and better opportunites.
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Opinion PiecesPension funds’ FIDA problem must be solved
In June 2023, the European Commission put forward the Financial Data Access (FIDA) regulation, which is currently being discussed in the relevant Council working group and in the European Parliament’s Committee on Economic and Monetary Affairs (ECON).
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FeaturesSecuritised credit keeps on shining
For a market with a difficult past, some could even say an image-problem, securitised credit has been performing remarkably well in recent years.
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NewsKeva leads Finland’s pension majors on 2023 returns with 6.8%
Listed equities shine for pension funds, including Varma, Ilmarinen and others despite last year’s ‘feeble’ Finnish equities
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NewsDeal struck on EU ESG ratings regulation
Data providers out, double materiality provisions in, disclosures also for financial market participants
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Opinion PiecesEurope (still) needs pension capital
The pressure on pension funds to invest in domestic assets never fades. Certain countries, notably in Northern Europe, have dealt with it better, for historical and cultural reasons.
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Opinion PiecesCross-border pensions: a better taxation model
When members of the European Union accession generation from central and eastern European (CEE) countries were young they used to dream of visiting Santa Claus in Lapland. As travel abroad was not permitted and communications were not developed, they wrote letters and waited impatiently for their presents to arrive.
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FeaturesIPE Quest Expectations Indicator - February 2024
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
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AnalysisEU capital markets face an uncertain future
The success of the European Union depends on developing its capital markets, but achieving integration faces political, cultural and technical challenges
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FeaturesMiFID II reforms: Bye bye unbundling?
A key part of the 2018 MiFID II package, the requirement to unbundle research from execution costs shook up the European asset management industry and changed the relationship between investment managers and their clients.
