Reports
In-depth report on investing for our pension fund and asset management readers from our award-winning journalists.
Latest reports
IPE Investor Guide: Digital Assets
For most of the past decade, the digital assets conversation arrived in pension fund boardrooms via the back door. A colleague had flagged a newspaper headline about bitcoin, or a beneficiary had asked an awkward question at an AGM.
New game in town: Total portfolio approach
The debate about whether total portfolio approach will supersede strategic asset allocation is far from over
Climate transition: Is the EU still serious about decarbonising?
The bloc is embarking on a radical round of housekeeping to ensure its sustainability rules remain business-friendly
Pensions in Ireland report 2026: The story so far on auto-enrolment
Admin teething issues aside, compliance with MyFutureFund has exceeded expectations
IPE Top 500 Asset Managers preview: leading managers report slower AUM growth
Weak US dollar translates into lower AUM growth in euro terms, but top managers consolidate market share
IPE Top 1000 2025: European pensions break €10trn barrier
Europe’s retirement savings pool grew by 6.2% in 2024, well above the 10-year average
All Reports
Pensions in the UK report 2026: Reforms courting controversy
The new Pension Schemes Act has sparked concerns that it hands too much control to the government
European small-cap equities: Time for the tail to wag the dog?
Europe’s small-caps have shown attractive vaulations. Now smaller firms in sectors like tech, defence and energy infrastructure look set to shine
Emerging market equities: Outshining their advanced economy peers
Dollar weakness and AI capex spend combine as developing economies outperform despite tariff headwinds
European private credit: From niche to mainstream
The strategic case for European private credit remains strong but is evolving
Pensions in Germany report 2026: Berlin embarks on DC push
Legislative changes and the reform of private pensions remain hurdles to developing a sound retirement system
Fixed income report 2026 - Germany’s spending spree: safe bet or bumpy ride for Bund investors?
The German government’s landmark decision to increase public spending beyond its traditionally strict limits meant that Bunds had a volatile ride last year. This scenario has already become a familiar one for investors, as shown by the 2.5 basis points (bps) jump in the 10-year bond yield that kickstarted 2026.
Pensions in Switzerland report 2026: Swiss franc strength forces domestic pension funds to adopt costly hedging strategies
The Swiss franc is seen as a safe haven in times of trouble, but its strength causes problems for the country’s pension funds
Fiduciary assets plateau as UK market matures
UK pension schemes are de-risking through insurance in growing numbers, while many are choosing run-on strategies – and fiduciary managers must adapt
European equities: IPO market set for rebound amid policy uncertainty
A renaissance in European stockmarket flotations needs to be backed by more supportive policies
Down, but not out: Private equity enters a recovery phase
GPs are staging a comeback after several years of disappointing returns
Concentrated portfolios: How investors are challenging common wisdom by reverting to old-fashioned stock picking
For equity investors of all kinds, the clear trend of the past few decades has been a shift away from stock picking and towards broadly diversified portfolios, managed through passive index exposure or, at most, passive-enhanced or quantitative strategies.
Trends to watch in 2026: As stocks defy gravity, bubble fever speculation grows
Stocks seemed to have defied gravity this year, but the latest Bank of America (BofA) Securities Global Fund Managers survey shows that a record 60% of money managers canvassed believe global equities, including the US, are overvalued.
Nordic Region pension funds report 2025: ATP hits back at critics on risk structure
An academic discussion in a leading business journal has spilled over into a fully fledged debate with the fund’s leadership
Net Zero: Front Line Dispatches
The vast majority of countries have missed their deadlines for setting new emission reduction targets under the Paris Agreement. last-minute announcements before this year’s Belém COP, however, mean that there is now a critical mass of new nationally determined contributions.
As fiduciary duty evolves, securities litigation becomes a key tool in pension fund governance
Over the past few years, investor class actions have evolved from a niche legal tool into a central part of institutional governance.
Emerging market debt attracts the attention of institutional investors
Poised to benefit from US decline Reforms, prudent policymaking and the end of US exceptionalism have changed the nature of lending to emerging markets
The index revolution: From benchmarking to bespoke solutions
Index providers shift their offering as a wholesale revolution of the industry gathers pace
Netherlands country report 2025: Is the fiduciary management outsourcing trend set to continue?
Time to throw in the towel? Now even established in-house teams are shutting up shop
AI set to revolutionise private credit market
Artificial intelligence is allowing private credit managers to move more quickly and smartly when sourcing and clinching deals
France country report 2025: The rise – and rise – of the French IORP
France’s approach to the IORP framework introduced in 2019 has propelled it into fourth place in size in Europe
Italy country report 2025: Pension funds step out of their comfort zone, diversify portfolios
While maintaining a domestic bias, Italian institutions are venturing into new asset classes to further diversify their portfolios
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