Markets – Page 3
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AnalysisCharts watch: supply chain pressures, US Treasury market, EU unemployment
Volatility has taken hold of the US Treasury market, but inflation forecasts are not moving upwards so far
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AnalysisCharts watch: fertiliser prices, European industrial production, China’s GDP
Inflation caused by the Middle East conflict is felt in commodities markets, as financial conditions tighten and industrial production slows down
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AnalysisGlobal economy tested by Iran war
Markets and central banks are viewing the supply shock as having a greater impact on inflation than on growth – for now
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AnalysisMacro focus: the productivity puzzle
Productivity growth will stay at the mercy of macroeconomic forces, but technology adoption will remain as important as ever
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Opinion PiecesGreece’s recovery: a work in progress
Things have change materially since the dark days of 2015, when Greece was on the verge of leaving the EU – but there is still a lot of catching up to do
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NewsDigital-first rivals push German consultants to adapt amid pension reforms
Germany’s pension reforms accelerate digital and hybrid consulting as neo-brokers capture growing investor demand
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NewsAEIP flags cost, complexity concerns over EU IORP II revision
The association criticises EU pension reform, warning new rules could burden paritarian IORPs without adding member value
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AnalysisHow useful is climate scenario analysis?
Troubled methodologies and unrealistic pathways have undermined the credibility of the process, but there are efforts to get it taken more seriously
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NewsMandatory pensions seen as key to boosting SME coverage, German study finds
German SMEs favour mandatory pensions as low-earner coverage weakens and voluntary schemes lose traction
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NewsDAX firms push fully funded pensions despite regulatory complexity
German corporates increasingly fund pension liabilities fully, strengthening governance, reducing risk, and supporting profitability amid regulation
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NewsPension funds drive recovery in German Spezialfonds after lean years
German pension funds led a sharp rebound in Spezialfonds inflows, as institutional demand recovered strongly in 2025
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NewsFinancial analysts’ culture shapes production of long-term info, research finds
Inherited cultural values around long-term thinking underappreciated in financial markets, says co-author
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NewsBlackRock calls for long-term focus to boost Europe’s savings and capital markets
CEO Larry Fink urges Europeans to prioritise long-term savings investment, boosting wealth, pensions and domestic capital markets
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NewsPension investors warn of reporting burden as ISSB updates SASB standards
EFRAG has warned that many SASB metrics overlap with those already mandated under ESRS
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AnalysisIPE DACH Briefing: Compenswiss overhauls asset allocations
Plus: Beate Petry, chair of aba, said the occupational pension association backs further reform to open social partner defined contribution models to third parties
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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
