Reports
In-depth report on investing for our pension fund and asset management readers from our award-winning journalists.
Latest reports
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
IPE Top 500 Asset Managers 2025: Record growth in a winners-take-all asset management market
The world’s asset managers have enjoyed three straight years of robust growth, but a transformative trend is gaining momentum – AUM growth is increasingly concentrated at the top.
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
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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
India could benefit from global trade disruption
As other nations reel from the ongoing trade tariff uncertainty, Delhi appears relatively insulated from the direct impact of US levies compared with its more export-reliant Asian peers
Impact investing evolves amid strong demand
Private credit is attracting the attention of investors with impact objectives, while strategies in public equities have a clearer framework to lean on
UK country report 2025: Defined benefit pension schemes face surplus unlock dilemma
Defined benefit pension schemes could face some tough decisions on how to deal with surpluses if planned legislative changes to ease access come into effect
Private credit turns evergreen as funds grow in number
As managers compete for scale and expand their footprint, the role of evergreen private credit funds is expected to grow
Artificial Intelligence: UK pension funds optimistic but wary as they dip into AI
Trustees are exploring AI but emphasise the importance of understanding risks such as data security and ethical considerations
Pension and investment consultants: Business models are changing
Pension and investment consultants are adjusting business strategies in response to an increasingly complex and volatile investment environment
Germany country report 2025: New government faces choices on pensions reform
The collapse of Germany’s three-party coalition last year left behind a backlog of laws and proposals on pensions. What happens now?
Trade and economy weigh on European credit
Despite trade worries and a challenging economic outlook, appetite for European credit remains robust, bolstered by refinancing activity and a supportive ECB stance
Fiduciary management: Race for UK mandates intensifies
UK pension schemes with complex and diverse needs are turning to fiduciary management in growing numbers. Who will be the winners in this increasingly competitive sector?
Ireland country report 2025: Post-election – is auto-enrolment coming?
After successive delays, the country’s new auto-enrolment retirement system is finally set to get off the ground this year
Class actions & investor litigation: Getting the priorities right in pursuit of better corporate behaviour
Greater investor activism and a wave of recent financial scandals has encouraged many European pension funds to become more active.
Equities: US equity markets expected to gain from Trump’s victory
As the political dust settles following Donald Trump’s victory in the US presidential elections, global equity funds are eagerly eyeing the incoming administration and the opportunities it may offer
Prospects for 2025: Pension investors identify risk scenarios
High equity valuations and a possible return of inflation, caused by geopolitical tensions and US policy, have European pension funds worried
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