Returns
In-depth reporting on investment returns for our pension fund and asset management readers from IPE’s award-winning journalists
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Opinion PiecesThe AI leopard changes its spots
Equity investors have spent the past 18 months watching the AI leopard change its spots – the latest spot is capex, currently spreading through equity and credit pricing
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NewsItalian pension fund chief proposes fund to unlock domestic private markets
State-backed protection could help channel more of Italy’s €262.6bn pension savings into domestic private markets
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NewsSweden’s AP7 selects Ortec Finance performance platform
A new performance platform will give AP7 deeper insight into investment decisions, currency exposures and hedging strategies
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NewsGerman pensions lobby calls for more investment flexibility as coverage stalls
Aba wants greater investment flexibility and wider access to occupational pensions as German coverage remains unchanged since 2019
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InterviewsSpotlight on UK LGPS: Border to Coast’s £120bn scale opens door to deeper global partnerships
Seven new funds take Border to Coast to £120bn, creating scale for investment and global partnerships
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AnalysisIPE Nordic Briefing: Norway’s NBIM eyes massive bonds cut
Plus: Pension fund consolidation in Iceland; Sweden’s AP2 beats AP3 and AP4 on half-year returns
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NewsSwiss pension funds bolster reserves as market volatility persists
Investment gains have lifted funding ratios, enabling pension funds to rebuild buffers against future market turbulence
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NewsDutch fund almost doubles hedge fund exposure
Stichting Pensioenfonds Mars significantly increases investments in hedge funds last year, from 11% to 21%, while cutting equities from 14% to 5%
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NewsIPE Top 1000: Europe’s pension asset growth slows
Top 1000 pension funds’ assets increase by 5.4% since last year’s IPE study
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NewsSweden’s AP2 outshines larger peers in H1 as trio navigate buffer fund reform
Alecta’s Heimstaden Bostad holding loses value again; ATP’s bonus potential grows 14.5% despite difficult year for Danish equities
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NewsTangen warns Norwegians to prepare mentally for SWF wipe-out
As GPFG posts 9.4% first-half gain, NBIM CEO focuses keynote speech at national debating event on doomsday scenario
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NewsDutch multi-sector scheme bucks trend by increasing US private equity exposures
PNO Media plans to boost US weighting in private equity portfolio and real estate
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NewsDiverging 2025 pension fund returns expose impact of asset allocation
‘Jurisdictions with higher equity exposure benefited more from the strong performance of global equity markets,’ says OECD in preliminary report
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NewsDanish pension funds post 9% gains in H1 as green products outperform
High equity allocations and unhedged currency exposure rewarded in first six months of 2026, says consultant
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NewsGerman pension funds test new underfunding regime with first BaFin filings
German Pensionskassen begin using new funding rules allowing temporary underfunding to expand investment risk budgets and returns
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AnalysisIPE Netherlands Briefing: PME reports long-term ESG outperformance
Plus: SpaceX prompts ESG questions
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NewsSwiss pension funds increase domestic equity exposure as funding ratios surge
Strong equity returns and higher domestic allocations lifted Swiss pension funds to historic funding highs
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NewsPME credits ESG filters for equity outperformance despite benchmark lag
Dutch pension fund says ESG screening enhanced equity returns, despite underweight to US technology
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AnalysisIPE Netherlands Briefing: New ABP index strategy disappoints
The index is based on ABP’s own ESG criteria and excludes several hundred companies, mainly in the US, including Alphabet (Google) and Meta (Facebook)
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NewsPublic market allocations drive 8% return for Church Commissioners in 2025
2025 performance marks 17th consecutive year of positive returns
