Pension Funds

Listed equities: Beyond the Magnificent Seven, betting on the future of AI

By March/April 2026 (Magazine)

Kari Vatanen and Frank Huitema

America’s tech giants not only dominate equity indices; they are breaking records for capital expenditure on AI. How are European pension funds approaching their allocation to the Mag 7?

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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.

Markus Schaen , Senior Fund Manager, MN,
The Netherlands
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