Latest from IPE Magazine – Page 2
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InterviewsLazard Asset Management 's Jeremy Taylor: “The shape of the market has completely changed”
Lazard Asset Management makes a strong case for fundamental research and active management, Europe co-CEO Jeremy Taylor tells Carlo Svaluto Moreolo
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ResearchIPE institutional market survey: European equities managers 2026
Our analysis shows a structural decline in the European institutional market share in the European equities asset class in the last eight years, despite a brief post-COVID rebound in appetite.
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FeaturesAmundi and CREATE-Research 2025 survey highlights the rise of dynamic asset allocation
This insight, which allows new information to guide one’s opinions and plans, has been taken on board by pension plans, as their strategic asset allocation has become ever more exposed to the economic rollercoasters that have whipsawed their portfolios recently.
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ResearchIPE institutional market survey: Managers of Swiss institutional assets 2026
Domestic managers top our ranking, in terms of AUM, of the leading managers of Swiss institutional assets. However, UBS Asset Management is the undisputed leader, following the acquisition of Credit Suisse by UBS, and the onboarding of Credit Suisse’s institutional clients.
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ResearchIPE institutional market survey: Investment grade credit managers 2026
European institutions have been stockpiling investment grade credit, according to this year’s survey of assets held in IG credit strategies. The headline figure for the European institutional segment shows a 27% increase from last year’s survey to €1.63trn.
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AnalysisFixed income, rates, currencies: bond markets ready to absorb record issuance
Sentiment remains upbeat, despite weakness in the US job market and uncertainty about Venezuela
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AnalysisChart watch: oil price, German construction PMI, Chinese consumption
Markets remain relatively unfazed by recent geopolitical events, thanks to the loose financial conditions globally
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AnalysisMacro focus: debasement and fiscal dominance
The price of gold and other precious metals will continue to soar next year, as investors shift focus away from currencies
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FeaturesIPE Quest Expectations Indicator – December 2025: Uncertainty receding
With Trump losing support domestically, the economy is expected to growh
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AnalysisMacro focus: demand for rare earths to rise as countries increase protectionist measures
China’s sudden imposition of sweeping restrictions on rare earth exports took place alongside violent moves in stock markets
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AnalysisChart watch: cooling US job market, China’s record trade surplus, Venezuela’s oil reserves
US jobs data points to a slowdown, and the outlook for euro-area growth is dull
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AnalysisFixed income, rates, currencies: markets shrug off the uncertain macro picture
The rising unemployment rate suggests all is not well in the US economy, but the rest of the world – namely China – is getting on with it
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InterviewsSmall but perfectly formed: Italy’s €1.6bn Fondo Pensione Pegaso
The pension fund for Italian utility workers taps into private market expertise to broaden its investment horizons and boost returns
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Special ReportNet Zero: Front Line Dispatches
The vast majority of countries have missed their deadlines for setting new emission reduction targets under the Paris Agreement. last-minute announcements before this year’s Belém COP, however, mean that there is now a critical mass of new nationally determined contributions.
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Asset Class ReportsConcentrated portfolios: How investors are challenging common wisdom by reverting to old-fashioned stock picking
For equity investors of all kinds, the clear trend of the past few decades has been a shift away from stock picking and towards broadly diversified portfolios, managed through passive index exposure or, at most, passive-enhanced or quantitative strategies.
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Asset Class ReportsDown, but not out: Private equity enters a recovery phase
GPs are staging a comeback after several years of disappointing returns
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Special ReportTrends to watch in 2026: As stocks defy gravity, bubble fever speculation grows
Stocks seemed to have defied gravity this year, but the latest Bank of America (BofA) Securities Global Fund Managers survey shows that a record 60% of money managers canvassed believe global equities, including the US, are overvalued.
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Country ReportNordic Region pension funds report 2025: ATP hits back at critics on risk structure
An academic discussion in a leading business journal has spilled over into a fully fledged debate with the fund’s leadership
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Special ReportAs fiduciary duty evolves, securities litigation becomes a key tool in pension fund governance
Over the past few years, investor class actions have evolved from a niche legal tool into a central part of institutional governance.
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Special ReportNet-zero goals in a post-COP30 world
The goals of the Paris Agreement are looking increasingly unachievable, leaving asset owners with a dilemma, writes Sophie Robinson-Tillett
