Analysis
Get cool-headed, critical analysis from IPE’s team for a more thought-provoking take on the pension and investment industries’ biggest issues
Fixed income, rates, currencies: Questions over US economic policy dominate global investor concerns
The likelihood of a full-scale global trade war has decreased, and the outlook for the global economy has improved as a result, but new tariff announcements by the US administration could cause this scenario to change once more
IPE UK Briefing: Spending Review and the role of British Business Bank
Plus: IFS pensions review and Pensions and Lifetime Savings Association rebrands to Pensions UK
European pension funds review global weightings in face of US turmoil
As global markets react to the threat of US tariffs, many European pension funds are looking to rebalance their portfolios and reset their investment policies
Get dirt rich to save the earth: Soil as an asset class
Nature can provide almost 40% of greenhouse gas reductions needed by 2030, according to research published in 2017 by the Nature Conservancy.
AP7 posts 27.3% return after ‘fantastically good year’
Swedish premium pension default fund reports leverage and weaker krona magnified strong stockmarket last year
IPE Netherlands Briefing: PME picks Candriam to run concentrated portfolio
Plus: Social affairs minister Eddy van Hijum proposes 12-month extension for pension funds to implement new interest rate hedging and investment policies
German experts warn active pension alone will not solve labour shortages
Germany’s proposed ‘Aktivrente’, or active pension, is a step towards encouraging older workers to remain in employment
How the asset management industry seeks to reinvent itself
The latest survey by Citi Investor Services and CREATE-Research highlights the new sources of organic growth and new client groups available to the asset management industry
IPE DACH Briefing: Swiss pension funds seek alternative source of returns
CPEG and PKG shift allocations to riskier assets
IPE Nordic Briefing: Norway opens Arctic division of SWF
Plus: NBIM responds to EU consultation on capital markets supervision; AkademikerPension CIO warns of targeted ads impact
IPE ESG Briefing: Munich Re goes it alone
Plus: the Canada Pension Plan Investment Board ditches net-zero commitment; Robeco says appetite for climate investing has fallen across the board
Swiss pension funds brace for prospect of negative interest rates
Swiss National Bank urged to avoid policies that make pension funds collateral victims of strategy aimed at weakening Swiss franc
IPE UK Briefing: Pension Schemes Bill
Plus: Mansion House Accord, DB surplus extraction and British Growth Partnership
Nordic pension funds hold off on dialling down strategic US exposure
Danish pension funds favoured European equities in Q1, central bank data shows
IPE DACH Briefing: Pension funds retreat from the US while looking at Asia
Corporate pension funds are lowering their exposures to equities, the dollar and US Treasuries, and hesitating to commit new capital to private markets in the US
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