Latest from IPE Magazine – Page 3
-
AnalysisEuropean pension funds pile into private markets
Institutional investors in Europe are boosting allocations to private credit, despite concerns about the quality of debt deals
-
AnalysisMilei’s Argentina finally shows signs of stuttering economic life
The president’s decisive victory in Argentina’s mid-terms indicates a mandate from the electorate for him to continue with his macroeconomic reforms
-
InterviewsPKG 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
-
InterviewsClearstream 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
-
InterviewsDecision 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
-
FeaturesFrench turmoil sparks havoc in government bond markets
As France battles more upheaval, and with yields on 10-year French govvies spiking, institutional investors have adopted a wait-and-see attitude
-
InterviewsScenarios 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
-
ResearchIPE institutional market survey: Global equities managers 2025
European institutional investors hold just shy of €2trn in global equities, up from €1trn in 2022. The assets held in global equities by European institutions have nearly doubled, no doubt thanks to the meteoric rise of equity valuations in the post-COVID years.
-
ResearchIPE institutional market survey: Managers of Nordic institutional assets 2025
The assets managed on behalf of Nordic institutional investors have grown handsomely since the 2022 trough, increasing by almost 57%, while those managed on behalf of Nordic pension funds have grown by 50% over the same period.
-
FeaturesIPE Quest Expectations Indicator – November 2025: Exuberance re-visited
Global equity optimism rises despite political turmoil and supply-chain risks
-
FeaturesPrivate credit makes its debut in ETF guise
Liquid and semi-liquid structures are broadening access to the $2trn private markets universe, particularly following the launch of ETFs containing private credit allocations
-
Opinion PiecesGovernments 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.
-
Special ReportMichael Pedroni: “The path forward for an asset manager is to engage with authentic, consistent communication about what serves investors best”
Global asset managers are under more public pressure than ever, as policymakers in disparate regions demand that fund managers fulfil multiple and often conflicting roles.
-
ResearchIPE institutional market survey: Private equity managers 2025
IPE’s annual survey of private equity firms, highlighting their assets under management, fund raising, and the areas in which they invest
-
AnalysisFixed income, rates, currencies: Global economies slow despite increasing tariffs clarity
The global fixed income outlook remains mixed, with strong economic headwinds despite fading fears of the AI bubble bursting
-
AnalysisChart watch: Trade policy uncertainty, US job growth, European inflation
Trade policy uncertainty remains elevated, and the US is showing signs of a slowdown. In Europe, inflation numbers are reassuring
-
Opinion Pieces“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?
-
Country ReportNetherlands country report 2025: Is the fiduciary management outsourcing trend set to continue?
Time to throw in the towel? Now even established in-house teams are shutting up shop
-
Special ReportThe index revolution: From benchmarking to bespoke solutions
Index providers shift their offering as a wholesale revolution of the industry gathers pace
-
Asset Class ReportsEmerging market debt attracts the attention of institutional investors
Poised to benefit from US decline Reforms, prudent policymaking and the end of US exceptionalism have changed the nature of lending to emerging markets
