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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AnalysisWhat does the EU’s plan for new sustainability reporting standards mean for investors?
As the dust settles on the Commission’s proposal to update the ESRS, investor groups highlight key areas for optimism and concern
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Opinion PiecesEuropean asset owners can pave way in fight against system-wide corruption
Raj Thamotheram says responsible investment has failed to tackle system-wide corruption that is now being enabled by the US administration
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NewsAsset managers rethink research budgets amid AI shift
Substantive Research data shows 736 mid-tier analysts exited the market between 2023 and 2026, contributing to a leaner sell-side structure
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AnalysisA cautionary tale from Estonia
‘There is a risk that people will withdraw their savings and experience economic difficulties later,‘ says Heidi Reinson, financial behaviour researcher
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Opinion PiecesA system that works: Turning Europe’s savings into investment
EU securitisation and MISP reforms will decide whether Europe can channel savings into productive investment
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NewsUK regulator targets funded reinsurance with tougher insurer capital rules
Prudential Regulation Authority raises capital requirements for funded reinsurance, aiming to curb risk and strengthen insurer resilience
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NewsPFA urges strong oversight of defence as sector gains ground in portfolios
ESG investing in defence is about robust frameworks rather than ‘pretending defence is a clean industry’, says PFA investment officer
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AnalysisAsia’s corporate bond markets holds firm as risks build up
Recent geopolitical headwinds have rattled Western bond markets, while Asia’s credit markets have remained stable - at least for now
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NewsMercer helps German corporates reshape pensions with buyout focus
The consultancy is advising German corporates on pension redesigns, CTAs and buyout pathways amid rising de-risking activity
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NewsPraise for EU Scale-Up Fund initiative given bloc’s late-stage equity funding gap
€100m+ rounds of equity capital remain structurally hard in Europe, according to the director of trade body Clean Tech Europe
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NewsInvestors request regulatory review of HSBC, PwC over climate accounting
AkademikerPension, NEST and Merseyside Pension Fund have asked the UK’s Financial Reporting Council to investigate the firms over their account of climate risks
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NewsEuropean research budgets stagnate while US peers increase spend
US firms increase research budgets while European peers lag amid regulatory constraints and CSA uncertainty
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NewsEU launches major blended finance fund for EMDE green bonds
Commission says new Global Green Bond Initiative Fund will leverage up to €20bn
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NewsBASF faces investor challenge over climate lobbying ahead of AGM
Investors challenge BASF over climate lobbying, urging alignment with EU carbon pricing and net-zero goals
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NewsISSB decides against standalone standard for nature disclosures
Instead, it will employ a ‘practice statement’ to explain how companies can provide nature-related disclosures in accordance with existing standards
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NewsEFRAG raises concerns over industry-driven metrics in sustainability standards
EFRAG warns ISSB’s reliance on SASB metrics risks confusion, complexity and weak interoperability across frameworks
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NewsDemand for emerging market equities rises among German pension investors
German pension funds increase emerging markets allocations, favouring selective strategies over broad structural shifts
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NewsPortability reform sparks backlash from Italian funds
Italian pension funds oppose portability reform, warning of risks to private markets investment and domestic economic support
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NewsNearly half of European assets now run by US managers
‘Europe is quietly losing control over how its capital is allocated’, warn observers
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NewsRising rates wipe out asset gains as Dutch pension returns fall to -2.9%
HAL pension fund, the €166m pension scheme of the owner of FD Mediagroep (IPE’s parent company) returned 14%
