- Investors are turning to concentrated equity strategies, despite ample evidence that broad diversification offers better risk-adjusted returns over the long term
Top stories
IPE Awards: Swedish Fund Selection Agency wins European pension fund gong
Diego Valero takes this year’s Outstanding Industry Contribution award
IPE Conference 2025: Europe, private markets and realism in ESG - key takeaways
The conference, held in Seville, highlighted sustainable investing pitfalls, private markets, and the case for European asset allocations
UK pensions minister to introduce statutory guidance on fiduciary duty
But the formal proposal for an amendment to legislation has proved popular with MPs
Alecta loses in arbitration over loss-making Heimstaden Bostad holding
Swedish pensions giant’s CEO Peder Hasslev: ‘Good we now have more clarity’
EU unveils financial markets integration package
Commission hopes reforms will break down cross-border silos and boost capital-market scale
CDC rollout risks faltering without clearer government roadmap
Collective Defined Contribution pension funds could be a ‘game-changer’, but only if people understand it, consultants say
Viewpoint: European Commission IORP proposals are too slanted to individual pensions
The European Commission’s IORP II reform proposal structurally reinforces individual pensions and is at odds with the successful social partner-led Rhineland model
Viewpoint: Reflections on the occupational PEPP (should it ever be proposed)
The EU’s planned occupational PEPP could reshape cross-border pensions if key tax and regulatory hurdles are resolved
Viewpoint: “Governments are considering imposing domestic mandates to force domestic investment”
Over the past 30 years, pension funds have accumulated trillions in pension assets by investing in high-performing global portfolios. Key to their success has been the ability to invest free from government pressures.
People moves: Former SAMCo deputy CIO joins AustralianSuper
Plus: Railpen has appointed a new director of member experience
People moves: Denmark’s Velliv names chief financial officer
Plus: Schroders appoints investment head; Investment Association chief to step down next summer
Klaus Stiefermann elected chair of PensionsEurope
Stiefermann succeeds Jacques van Dijken, who had to step down because of the Dutch pension federation leaving PensionsEurope
UK pensions minister to introduce statutory guidance on fiduciary duty
But the formal proposal for an amendment to legislation has proved popular with MPs
Are governments finally hearing investors when it comes to climate finance?
Some experts say governments still do not understand what counts as an investment-ready pipeline of assets
IPE Netherlands Briefing: Dutch GP fund defies buy-and-hold equity promise
Plus: With the Dutch pension transition gearing up, the Dutch market for buyouts, estimated to be worth some €20-30bn, appears to be accelerating
Member preferences and risk management: how sustainability is showing up in IORP III
EU Commission wants to strengthen language around management of sustainability-related risks
Dutch GP fund equity shake-up defies buy-and-hold promise
The Dutch pension fund for doctors introduced a new concentrated equities strategy at the start of the year, promising ‘as few transactions as possible’
Scenarios at the ready: How APG’s chief economist views political risk
Thijs Knaap, APG Asset Management’s chief economist, discusses political risk and how it could affect institutional portfolios
Decision time: Denmark’s Sampension discusses its strategy for European assets
Jesper Nørgaard, deputy CIO at Sampension, discusses whether it is prudent to maintain a large exposure to the US or re-allocate to European equities
Clearstream Fund Services: “We are now the disruptor ourselves”
Clearstream Fund Services is poised to capitalise on the democratisation of private markets, as Philippe Seyll tells Joseph Mariathasan
PKG Pensionskasse: Investing with discipline and patience
Diego Liechti, the new CIO of PKG Pensionskasse, explains the Swiss pension fund’s investment strategy to Luigi Serenelli as it steps up its exposure to illiquid assets
Pension funds and physical risks: NEST, PFA Pension and PME Pensioenfonds on climate resilience
As the effects of climate change materialise, European pension funds are increasing their focus on physical climate risks
IPE Magazine November/December 2025
Read the latest issue of IPE Magazine
Browse the digital edition and find highlights from this month's issue below
Digital edition of IPE magazine
November/December Highlights
“The oil and gas majors are constrained by a legacy of their own success”
The oil and gas (O&G) majors seem perfectly positioned to lead the energy transition but why are they struggling to do so?
Viewpoint: “Governments are considering imposing domestic mandates to force domestic investment”
Over the past 30 years, pension funds have accumulated trillions in pension assets by investing in high-performing global portfolios. Key to their success has been the ability to invest free from government pressures.
Clearstream Fund Services: “We are now the disruptor ourselves”
Clearstream Fund Services is poised to capitalise on the democratisation of private markets, as Philippe Seyll tells Joseph Mariathasan
Scenarios at the ready: How APG’s chief economist views political risk
Thijs Knaap, APG Asset Management’s chief economist, discusses political risk and how it could affect institutional portfolios
Decision time: Denmark’s Sampension discusses its strategy for European assets
Jesper Nørgaard, deputy CIO at Sampension, discusses whether it is prudent to maintain a large exposure to the US or re-allocate to European equities
Emerging markets step out of Wall Street’s shadow
A combination of strong fundamentals, a weaker US dollar and a favourable policy environment may be ushering a new era for emerging market equities
Down, but not out: Private equity enters a recovery phase
GPs are staging a comeback after several years of disappointing returns
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