Latest from IPE Magazine – Page 6
-
Asset Class ReportsWhy investors still back emerging market debt
Despite divided opinion, it is clear that institutional investors have remained committed to EMD even as retail flows turned negative
-
Country ReportFive key players in Dutch pensions
From an advocate of sustainable investing to a crusader against misinformation and an early mover on fossil fuel stocks, we highlight some of the leading voices and familiar faces in the Dutch pension sector at a time of unprecedented structural reform
-
Opinion PiecesSweden’s stockmarket star shines for Europe
If trade wars and the decline of the dollar against the euro hadn’t already spooked them enough this year, European investment committees might be forgiven for worrying about the sector concentration of their portfolios after the equity market rally since the spring.
-
Opinion PiecesThree years on from the LDI crisis, has the UK pension industry learned its lesson?
This issue of IPE goes to press almost exactly three years after the UK pension industry was thrown into disarray by what many remember as the ‘LDI crisis’. On 23 September 2022, then British chancellor Kwasi Kwarteng announced sweeping tax cuts that prompted a frenzied sell-off ...
-
AnalysisTrusting the numbers: Scepticism about macroeconomic data on the rise
Political interference in national statistics is not a new phenomenon, but the recent episodes in the UK and the US reveal a growing scepticism about macroeconomic data
-
FeaturesAsset managers face questions over ESG staffing strategies
Is the slowdown in ESG recruitment by global asset managers a symptom of a bigger crisis?
-
FeaturesThe recalibration of the asset management industry value chain
The ability to maintain or increase revenues in the global asset management industry has been challenged by the rise of passive funds and the derisking of DB pension plans.
-
InterviewsColler Pensions Institute on a mission to educate developing countries on pensions and savings
David Pinkus and Fiona Reynolds of Coller Pensions Institute tell Liam Kennedy about their plans to foster a pensions and savings culture in emerging and developing countries
-
AnalysisFixed income, rates, currencies: US heads for soft-landing
The US economy is on course to avoid a recession, thanks to the Fed’s clever tactics, but the effects of tariffs have yet to feed through
-
ResearchIPE institutional market survey: Managers of Dutch institutional assets 2025
The assets managed on behalf of Dutch institutional investors have grown for three consecutive years, approaching the highs of 2022. APG, the managers of the government employees’ pension fund ABP, tops the AUM ranking.
-
ResearchIPE institutional market survey: Emerging market debt managers 2025
Total assets in emerging market debt managed on behalf of global investors have been volatile in terms of size.
-
AnalysisChart watch: Buffet Indicator, inflation expectations, gloomy German corporates
Manufacturing is expanding in the US, bond market volatility is lower, but sentiment is deteriorating in Germany, the UK and China
-
FeaturesIPE Quest Expectations Indicator – October 2025: Views converge amid uncertainty
Though very few analysts expect equities and bonds to fall across the board, with the exception of Japan, the ‘neutral’ vote is very high
-
InterviewsPension 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
-
InterviewsUp close in the high north: IPE meets the CEO of Norway state investment fund Folketrygdfondet
Kjetil Houg, CEO of Folketrygdfondet, tells Rachel Fixsen that when Norway’s government decided to dive deep into regional small caps, it created what is probably the world’s most northerly equities team
-
Opinion PiecesGuest viewpoint: Magnus Billing on the push for 'productive finance'
European policymakers are pushing pension funds toward ‘productive finance’ – directing capital into asset classes such as private equity, venture capital and infrastructure investments.
-
Opinion PiecesTrump opens US DC market to alternatives
Private markets managers in the US have set their sights on a $3.5trn (€3trn) opportunity
-
Opinion PiecesUK pensions and private markets: the Mansion House Accord’s promise and perils
The task of channeling more UK DC pension savings towards domestic private markets is fraught with institutional, regulatory and cultural obstacles
-
AnalysisViewpoint: AI set to become a positive disruptor in healthcare
“Artificial intelligence is on the cusp of changing the world as we know it, not least in advancing medical care and aiding healthcare professionals”
-
InterviewsAmundi deputy CEO Jean-Jacques Barbéris outlines the firm's institutional pipeline
Amundi’s Jean-Jacques Barbéris tells Liam Kennedy about opportunities in liquid markets and ESG staying power
