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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NewsInvestors create definitions and assessment framework for shareholder engagement
VOICE project intended to help asset owners convey expectations of asset managers for ‘good’ stewardship
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AnalysisAsset owner June insights: asset allocation at time of regulatory change
Pension reform, EU regulation, threats to shareholder rights, reallocation away from US assets and more - read what’s kept European pension funds busy over the past month
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NewsUK pension megafund reforms may not boost returns, PPI warns
International evidence suggests larger pension schemes do not automatically deliver higher returns or investment outcomes
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NewsPension funds join call for swift agreement on EU automotive law
Church of England Pensions Board is one of 16 investors calling for the European Commission’s automotive package to be agreed ‘quickly and as proposed’
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NewsDutch funds scoop up short-term swaps amid DC transition
Pension funds need fewer long-duration hedging and more shorter-duration swaps to hedge interest rate risk in the new pension system
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NewsFCA publishes review of transition finance for climate solutions
Regulator says UK is primed for green investments, and large investors should focus on demand signals and policy advocacy
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Opinion PiecesPension investors cannot afford to ignore the resilience premium
Planetary change is repricing assets – trustees need better signals to identify the long-term premiums for climate resilience
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NewsTrustees told to retain accountability as TPR sets expectations for pension AI use
The Pensions Regulator clarifies expectations on AI use, warning trustees that accountability remains unchanged despite rapid adoption across pensions
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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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AnalysisInvestors rethink bond allocations as Iran war takes its toll
Uncertainty has engulfed fixed income markets since the US attack on Iran
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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
