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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NewsNBIM lays out expectations on nature
Update is part of wider push from investors, including Railpen, Storebrand, Robeco, and Impax
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NewsSV SparkassenVersicherung moves into pension administration
SV SparkassenVersicherung invests in Heubeck pen@min to expand bAV capabilities as German pension reforms accelerate market shift
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NewsCredit Suisse AT1 fallout: pension investors face claims deadline
Pension funds weigh legal action as deadline nears over $17bn Credit Suisse AT1 wipeout claims
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NewsSwiss Re enters US longevity reinsurance market with $2bn deal
Longevity business accounted for 17% of Swiss Re’s Life & Health Reinsurance revenue in 2025
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NewsTensions mount within Italy’s pension fund association as Enasarco plans exit
Enasarco, Italy’s €9.3bn pension fund for sales representatives, has begun the process to leave Adepp, the country’s pension fund association
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NewsSFDR: Pension fund viability will hinge on treatment of government debt
European Commission wants to give minimal weight to the idea that government debt can contribute towards environmental and social objectives
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Opinion PiecesForget the US: China now drives political risk in global markets
Investors beware: while the US wanes, China’s ambitions increasingly define global political and economic risk
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NewsLong-term focus vital as pension investors confront volatile markets
Pension investors say clear trustee communication and long-term strategies are essential to navigate ongoing market volatility
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NewsNet Zero Asset Owner Alliance bolsters approach to transition finance, climate solutions
NZAOA has introduced five principles to help identify good transition plans, based on ‘other credible frameworks’ that already exist
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NewsItalian pension fund cautions on portfolio impact of escalating Middle East war
Italy’s Pegaso pension fund warns prolonged Middle East conflict could pressure portfolios through inflation and energy risks
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NewsAon launches US-DACH hub for cross-border pensions and risk capital
The consultancy has appointed Matthew Reilly as head of DACH global solutions
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NewsFiduciary management growth driven by largest schemes as UK market evolves
AUM in fiduciary management surges, but growth remains concentrated in £1bn-plus schemes amid market evolution
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NewsAsset owners hold course as Middle East conflict raises market volatility
Middle East tensions drive market swings, but pension funds focus on resilience, risk management, and strategy
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Opinion PiecesHome country bias – an asset owner’s take on a persistent debate
Capital doesn’t respond to slogans – it responds to incentives
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NewsMajor investor bodies flag concerns over proposed SFDR update
Pensioenfederatie and Europe’s fund management association publish their official positions
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NewsCurrency hedging dilemma hits Swiss pension returns
Swiss pension funds face losses or missed gains as dollar weakness and interest rate differentials challenge hedging
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NewsRising geopolitical risk tests UK DB sponsor covenant resilience
Policy turbulence behind 42% of UK DB sponsor profit warnings in 2025, according to EY-Parthenon
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AnalysisIPE Netherlands Briefing: Dutch resistance to benchmarking
Plus: Sustainability: funds push ahead despite backlash; Pension risk transfer and the insurance market
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NewsAerospace, cyber venture capital test Italy’s pension framework
Italian pension funds increase venture capital bets in aerospace and cybersecurity, urging clearer rules and larger funding rounds
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NewsEurope’s supervisors wade in on sustainability disclosure rules
EIOPA, ESMA and the EBA flag concerns about permanent reliefs and compatibility with SFDR
