Markets
In-depth reporting on the subject of investment markets, including emerging markets and private markets, for our pension fund and asset management readers from IPE’s award-winning journalists
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NewsESMA flags US private credit risks for European investors
US private credit redemptions are rising, prompting ESMA to warn European investors about potential exposure
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NewsUK defined benefit funding strengthens as recovery plans shorten sharply
A stronger funding position is giving UK trustees greater choice over endgame strategies, while recovery plans continue to shorten
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NewsSwiss pension commission recommends raising minimum interest rate to 1.75%
Strong market performance and pension fund finances have prompted a recommendation for a higher minimum interest rate
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AnalysisIPE UK Briefing: Multi-employer CDC enters new phase
Plus: Standard Life secures £2bn through partnerships with CVC Capital Partners, Prudential Financial, Goldman Sachs and MS&AD
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NewsIPE Top 1000: Europe’s pension asset growth slows
Top 1000 pension funds’ assets increase by 5.4% since last year’s IPE study
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NewsGerman professional pension funds introduce new risk management quality seal
New quality seal aims to strengthen governance and rebuild confidence in Germany’s €300bn professional pension sector
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Opinion PiecesAI boom highlights a flawed bond market
Mark Versey, CEO of Aviva Investors, explains how AI-driven debt issuance is exposing passive bond investors to growing concentration risks and undermining traditional index diversification
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InterviewsSpotlight on UK LGPS: LPPI doubles assets to £60bn, boosts headcount and eyes co-investments
In the first in a series of interviews on British local government pension pools, LPPI is looking to make use of its greater scale in private markets, according to chief client and partnerships officer Matthew Graham, and to develop sustainable investment capabilities
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AnalysisGerman pension buyout ecosystem matures as deal activity builds
Growing deal activity, stronger governance and economic restructuring are creating fresh opportunities for German pension buyout provider
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AnalysisIPE DACH Briefing: Asset managers set to benefit from Germany’s capital-funded pension shift
Plus: Swiss pension schemes are increasingly looking to invest in infrastructure
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AnalysisIPE UK Briefing: government and regulator publish roadmaps; NEST builds VC footprint
Key policy documents published, setting out next phase of pensions reform
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AnalysisMacro focus: are today’s global imbalances a problem?
While macroeconomic imbalances are to be expected in a large global economy, their excessive growth is a significant threat to global stability
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FeaturesIPE Expectations indicator – August 2026: the British exception
Political risk remains elevated in all regions, but it is having a different on analysts’ expectation on the UK
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AnalysisWhy financed emissions are losing favour with long-term investors
Leading pension investors are questioning financed emissions, shifting towards forward-looking climate metrics better aligned with investment outcome
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NewsDiverging 2025 pension fund returns expose impact of asset allocation
‘Jurisdictions with higher equity exposure benefited more from the strong performance of global equity markets,’ says OECD in preliminary report
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NewsPension funds come together to launch £1bn initiative to back UK scale ups
Railpen, NEST, Border to Coast and British Business Bank are exploring a £1bn fund to expand growth capital for UK science and technology businesses
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NewsGlobal private equity deal count plummets to twenty-one quarter low
KPMG report says mid-year global PE exit volume was ‘incredibly soft’ at 1,315, marking the lowest exit pace in over a decade
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AnalysisGrowing DC assets drive shift towards private markets in Germany
Rapid DC asset growth is encouraging German employers to increase allocations to growth assets and private markets
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NewsUK targets first digital Gilt issuance by early 2027
Central bank will work to make DIGIT eligible as collateral in its market operations
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NewsMetzler targets Germany’s emerging pension buyout market
Germany’s emerging pension buyout market is attracting new entrants with competing approaches to de-risking liabilities
