Latest from IPE Magazine – Page 15
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FeaturesFixed income, rates, currencies: Uncertainty reigns as Trump 2.0 takes office
Now that Donald Trump has been installed as US president, there should be more clarity around some of the timings of his probable new policies.
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InterviewsEuropean pension funds on investing in their home market: a delicate balance
Pension funds in Europe have been reducing their allocation to European assets, especially listed ones. While valuations may be attractive, there is little else to convince them to raise their investments in their home market
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Opinion PiecesUK fiduciary management industry needs to expand
The idea that too much choice limits freedom, known as the paradox of choice, is a powerful one. But the opposite is true as well, especially when it comes to the UK fiduciary management industry.
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AnalysisAsian emerging markets on the rise
Investors are taking note of investment opportunities in Asia in a variety of different ways, as new research shows
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ResearchIPE institutional market survey: Managers of Irish institutional assets 2025
IPE’s latest survey of Ireland’s institutional asset management market covers €294.9bn in total assets managed by 23 domestic and global managers for Irish institutional clients, with €108.9bn invested by pension funds.
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ResearchIPE institutional market survey: Investment grade credit managers 2025
IPE’s 2025 Investment Grade Credit Survey covers 55 managers with a total of €3.6trn in assets managed in investment-grade credit strategies globaly.
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ResearchIPE institutional market survey: European equities managers 2025
The IPE European Equities Survey 2025 captures €1.71trn in assets managed in European equities by 55 global and European asset managers. Of this, €615bn is invested on behalf of European institutions.
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Opinion PiecesA gloomy outlook for German pension reforms
The collapse of Berlin’s ‘traffic-light’ coalition of Social Democrats (SPD), Greens and the liberal FDP late last year brought to an abrupt end a pension reform process that was proceeding slowly but surely.
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Opinion PiecesThe business case for nature: why companies need to act
As an ex-physicist, I feel confident in proclaiming that economics is not a science but, rather, the study of human behaviour on a mass scale. Why does that matter?
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Opinion PiecesSustainable finance recalibrates following Trump's re-election
It really does boggle the mind. In the US the likes of BlackRock, which in January quit the Net Zero Asset Managers initiative (NZAM), have been accused by the left, liberals and activists of not being forceful enough when it comes to supporting the fight against climate change, and by the right for going too far.
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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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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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Special ReportProspects for 2025: Pension investors identify risk scenarios
High equity valuations and a possible return of inflation, caused by geopolitical tensions and US policy, have European pension funds worried
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Special ReportClass actions & investor litigation: Getting the priorities right in pursuit of better corporate behaviour
Greater investor activism and a wave of recent financial scandals has encouraged many European pension funds to become more active.
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Country ReportNordic Region pensions funds report 2024: Finland's funds face call for greater defence investment
Allocating capital to preparedness could boost European competitiveness
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Asset Class ReportsEquities: US equity markets expected to gain from Trump’s victory
As the political dust settles following Donald Trump’s victory in the US presidential elections, global equity funds are eagerly eyeing the incoming administration and the opportunities it may offer
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Country ReportDanish pension funds split over venture capital opportunities
PensionDanmark is backing early-stage venture capital investments but its peers are shying away from VC
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Asset Class ReportsInvestors eye return to European small cap equities
Largely dependent on domestic investors, interest has been growing in the opportunities offered by Europe’s smaller companies
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Special ReportPassive investors: price/market reliance and the due diligence question
Towards the end of October 2024, the High Court in London struck out claims for £335m (€402m) being sought from Barclays for misdemeanours dating back over ten years.
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Country ReportHelen Kobæk: is it time for a career break?
Former PenSam CEO Helen Kobæk calls for a shake up of the Danish pension system
