IPE's France Coverage
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NewsFrance’s FRR appoints duo for €1.4bn fixed income mandates
AXA Investment Managers and Ostrum Asset Management were selected
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NewsPersonal pension product success lifts France’s IORP weight
PensionsEurope noted the situation in France in its latest trends report on funded pensions in Europe
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NewsERAFP launches €3bn foreign currency hedging tender
The renewal tender comes after the French pension fund last month activitated its standby manager
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NewsInstitutional investors launch search for biodiversity fund manager
The fund will focus on private equity segments such as venture capital, growth capital, and buyout capital
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NewsIrcantec invests €800m in customised active global equity solution
Mandate is based on Nordea AM’s BetaPlus Responsible Enhanced Equities Strategies
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NewsFrance’s FRR awards Japanese equity mandates worth €400m
The fund appointed FIL GESTION, Nomura Asset Management Europe, and Lombard Odier Funds for a five-year contract
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Opinion PiecesDenmark’s pension funds offer a template for an innovative defence investments play
The tone of Europe’s political debate on defence expenditure has shifted markedly this year. And as former Netherlands defence minister Kajsa Ollongren, put it in a Chatham House Q&A in early March: “The mindset should be ‘war economy’.”
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NewsFrance could save €60bn a year by funding civil service pensions
The Institut Economique Molinari says that since 1977 civil service pension expenditure has tripled from €20bn in 1977 to €62bn in 2023, in real terms
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NewsIrcantec puts €250m into sustainable fund from Nomura
The fund is classified as ‘Article 9’ under the EU Sustainable Finance Disclosures Regulation
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NewsFrench pension funds lead project to assess value of shareholder engagement
FRR and ERAFP are part of a new taskforce that will establish best practices for shareholders and lenders
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Asset Class ReportsEurope investment outlook: Search for opportunities amid the gloom
We asked fixed-income managers for their views on Europe’s outlook as Germany and France grapple with structural challenges and political uncertainty.
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Asset Class ReportsEuropean equities: Bargains or bear traps amid global headwinds?
Despite record valuation gaps with the US, investors remain cautious about European equities. Political turmoil, geopolitical risks, and fears of tariffs under Trump’s presidency cast a shadow, while fund managers pivot toward stock-specific opportunities
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NewsERAFP links share buyback approval to Paris alignment impact
French pension fund approves changes to voting guidelines following in-depth review
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FeaturesFixed income, rates, currencies: Trump 2.0 sends global markets out of sync
Trump’s re-election prompted a rally in US assets, but elsewhere in global markets investors did not react positively
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FeaturesBriefing: The challenge of investing in Europe’s energy transition
The way the European economy powers itself is undergoing a fundamental shift, driven by market forces and policymakers. But while the direction of travel is clear, the path to a different energy mix is tortuous and the shift may be much slower than required to meet Europe’s target to be net zero by 2050.
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InterviewsPrivate equity remains a key building block for pension schemes
While allocations vary, pension funds value solid returns and private equity’s role as a diversifier. Funds use PE to gain both domestic and international exposure.
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AnalysisThe pensions reform promises of Europe's far-right political parties
The rise of far-right parties has bolstered support for European welfare state systems, but radical right-wing policymakers face difficult choices
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NewsFRR renews William Blair as latest US equity managers appointed
Mandates include more stringent decarbonisation targets
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Country ReportFrench workplace pensions grow as reform controversy recedes
Macron’s controversial pension reforms look likely to survive, at least for now, and despite the political turmoil of the recent elections
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Country ReportChanging of the guard at France's buffer fund FRR
Fonds de réserve pour les retraites has had a management and investment refresh
