All Opinion Pieces articles
View all stories of the same content type.
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Opinion PiecesTo build capital markets that work for people, Europe should look to Sweden
Sweden’s capital market success offers the EU a practical model for building inclusive, resilient markets
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Opinion PiecesFrom net-zero promises to proof – Why investors need a new compass
Manuel Coeslier, head of Mirova Research Center, makes the case for a framework that allows investors to assess a broader spectrum of corporate climate action
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Opinion PiecesEuropean Commission IORP proposals are too slanted to individual pensions
The European Commission’s IORP II reform proposal structurally reinforces individual pensions and is at odds with the successful social partner-led Rhineland model
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Opinion PiecesReflections on the occupational PEPP (should it ever be proposed)
The EU’s planned occupational PEPP could reshape cross-border pensions if key tax and regulatory hurdles are resolved
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Opinion Pieces“The oil and gas majors are constrained by a legacy of their own success”
The oil and gas (O&G) majors seem perfectly positioned to lead the energy transition but why are they struggling to do so?
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Opinion PiecesGovernments are considering imposing domestic mandates to force domestic investment
Over the past 30 years, pension funds have accumulated trillions in pension assets by investing in high-performing global portfolios. Key to their success has been the ability to invest free from government pressures.
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Opinion PiecesPension funds may see merits in owning few stocks, but concentrated equity strategies carry undue risk
When a small but influential group of pension funds, mostly located in the Netherlands, signals a clear shift away from broad equity diversification and towards more concentrated strategies, it does not go unnoticed.
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Opinion PiecesChannelling domestic investment bias in a smarter way
Governments have long orchestrated domestic institutional investor home bias, particularly by drawing investment boundaries to ensure large allocations to domestic assets.
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Opinion PiecesPension funds must brace for potential US currency compromise
Peter Kraneveld argues that pension funds should prepare themselves for a scenario in which US dollar ceases to be a reserve currency
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Opinion PiecesViewpoint: SeLFIES (on mobile phones) for the self-employed
An innovative bond pioneered by Brazil could help fix the self-employment pension problem in the EU and the UK
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Opinion PiecesSweden’s stockmarket star shines for Europe
If trade wars and the decline of the dollar against the euro hadn’t already spooked them enough this year, European investment committees might be forgiven for worrying about the sector concentration of their portfolios after the equity market rally since the spring.
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Opinion PiecesThree years on from the LDI crisis, has the UK pension industry learned its lesson?
This issue of IPE goes to press almost exactly three years after the UK pension industry was thrown into disarray by what many remember as the ‘LDI crisis’. On 23 September 2022, then British chancellor Kwasi Kwarteng announced sweeping tax cuts that prompted a frenzied sell-off ...
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Opinion PiecesGuest viewpoint: Magnus Billing on the push for 'productive finance'
European policymakers are pushing pension funds toward ‘productive finance’ – directing capital into asset classes such as private equity, venture capital and infrastructure investments.
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Opinion PiecesTrump opens US DC market to alternatives
Private markets managers in the US have set their sights on a $3.5trn (€3trn) opportunity
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Opinion PiecesUK pensions and private markets: the Mansion House Accord’s promise and perils
The task of channeling more UK DC pension savings towards domestic private markets is fraught with institutional, regulatory and cultural obstacles
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Opinion PiecesViewpoint: The end of monetary trust
The founder of TOBAM sets out a case for rational, long-term intent behind the massive fiscal expansion of Trump’s One Big Beautiful Bill
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Opinion PiecesHow building African pensions could unlock local capital markets development
The 6th annual conference of the Africa Pensions Supervisors’ Association (APSA), held in Marrakesh in July, offered invaluable insights into the scale of the challenges and the opportunities of building pension systems in Africa
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Opinion PiecesTime for some straight talking on ESG matters
Catherine Howarth, chief executive of campaign group ShareAction, expects more of asset owners.
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Opinion PiecesEurope’s nasty pension tax dilemma
The Nobel Prize-winning economist Bill Sharpe famously once said that retirement drawdown is the “hardest, nastiest problem in finance”. In EU politics, the same thing could pretty much be said about taxation.
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Opinion PiecesRethinking diversity: the overlooked value of cognitive differences
Over recent years, the term ‘diversity’ has been stretched in so many directions that its meaning risks becoming lost. The original common-sense goals – improving decision making, widening access to talent and ensuring equal opportunity – have become lost amidst a politicised battle.
