Latest from IPE Magazine – Page 5
-
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”
-
FeaturesIPE Quest Expectations Indicator – September 2025: The sky is falling, just not right now
Neutral positioning of analysts over the summer masks an overall pessimistic mood
-
AnalysisChart watch: US dollar down 10% YTD, China faces deflation, Europe and EM rejoice
As domestic macro imbalances reach record highs, the economies of the US, China and euro-zone diverge
-
AnalysisFixed income, rates, currencies: markets in wait-and-see mode as US job markets stall
Investors are desperate for clarity on how tariffs will affect exporters and importers to the US
-
Opinion PiecesHow building African pensions could unlock local capital markets development
The 6th annual conference of the Africa Pensions Supervisors’ Association (APSA), held in Marrakesh in July, offered invaluable insights into the scale of the challenges and the opportunities of building pension systems in Africa
-
AnalysisFixed income, rates, currencies: uncertainty sends US stocks out of sync with bonds and currencies
Tariff-led recession fears have eased, supporting risk assets, but bond and currency markets are in ‘wait-and-see’ mode
-
AnalysisChart watch: positive US GDP forecasts overshadowed by tariff unpredictability
Economists expect a benign macroeconomic environment, but all is predicated on the fickleness of US policy
-
FeaturesIPE Quest Expectations Indicator – August 2025
Trump’s attempts to undermine international trade and the US Federal Reserve are turning analysts against US assets, while good news out of Europe reinforce the case for appreciation of European assets
-
Special ReportIPE Top 1000 2025: European pensions break €10trn barrier
Europe’s retirement savings pool grew by 6.2% in 2024, well above the 10-year average
-
