All articles by Pirkko Juntunen
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Country ReportSweden and Denmark: a tale of two equity markets
Sweden’s equity market is powering ahead while Denmark’s languishes thanks to its high pharma and green energy exposure. The two countries’ pension funds also differ in their approach to local markets
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InterviewsDecision time: Denmark’s Sampension discusses its strategy for European assets
Jesper Nørgaard, deputy CIO at Sampension, discusses whether it is prudent to maintain a large exposure to the US or re-allocate to European equities
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Country ReportAP funds merger: Sweden’s capital reshuffle
The reform of the country’s AP buffer funds has attracted both praise and controversy with questions remaining over governance, transparency and the preservation of expertise in unlisted assets
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Special ReportDenmark: Labour market pension fund in focus
An external review of ATP’s investment strategy gathers pace, and there have been calls for greater flexibility in contributions and payouts across the system as a whole
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Special ReportFinland: Pensions reform gathers pace in a bid to boost equities and returns
Finland’s pension system is in the midst of wide-reaching reforms, with draft legislation expected in 2026 and further changes targeting the self-employed
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Special ReportSweden: Pension reforms aim to reduce complexity and costs
The Swedish government is pressing ahead with further reform efforts ranging from simplifying basic security benefits to curbing opaque fund fees
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InterviewsPension funds eye higher private credit exposure in search of yield
Lured by its high returns and continued strong outlook, pension funds are considering increasing their exposure to private credit amid a fast-evolving landscape
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Special ReportPension funds KBC and PGGM outline their stance on impact investing
Two pension providers offer different perspectives on impact in their portfolios
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FeaturesHow seven European pension funds view active management
IPE asked leading European pension funds for their views on active management, with turmoil in the equity markets and continuing geopolitical uncertainty around the world
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NewsPension pressure and online petition leads Spotify to act on hate content
Denmark’s AkademikerPension divests Tesla as Sweden’s AP funds are among investors to exert pressure on Spotify
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Asset Class ReportsLP perspectives: European pension funds on private credit strategies
Two European pension funds detail how they are tapping into the private credit market at a time of exponential growth and heightened volatility
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InterviewsEuropean pension funds, APK and Ilmarinen, stay loyal to emerging markets
Despite poor returns and rising geopolitical tensions, pension funds are maintaining some level of exposure to emerging markets – and even anticipate that opportunities will emerge
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InterviewsAP7 boosts internal management as it reaches quarter-century milestone
Sweden’s DC buffer fund is boosting internal capacity and embarking on a hiring spree as it seeks to adapt to a harsh new investment environment
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Country ReportInterview: Tina Rönnholm, Erik Fransson, Fondtorgsnämnden (FTN)
FTN urges fund management companies to dedicate time and resources to its RFPs
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Country ReportSweden: Mixed opinions on AP funds merger
The main AP funds have expressed their opinions, with reservations, about the proposals to merge them from five entities to three
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Country ReportSweden's buffer fund AP4 considers doubling allocation to defensive equities
An overhaul of buffer fund’s dynamic normal portfolio is already under way in a bid to adapt to greater global uncertainty
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Country ReportNordic Region pensions funds report 2024: Finland's funds face call for greater defence investment
Allocating capital to preparedness could boost European competitiveness
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InterviewsVeritas: Finnish pension insurer seeks in-house efficiency
Veritas CIO Laura Wickström talks to Pirkko Juntunen about the challenges and opportunities of running a lean but efficient internal investment team
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InterviewsPrivate equity remains a key building block for pension schemes
While allocations vary, pension funds value solid returns and private equity’s role as a diversifier. Funds use PE to gain both domestic and international exposure.
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NewsInarcassa to boost alternatives with €900m investment
The boost represents an increase of 6.3% compared to the current allocation level
