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NewsAsset owners push BP on capital spending discipline
UK local authority pension funds urge oil giant to justify increased exploration and capex amid warnings its future projects are increasingly uncompetitive
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NewsBP accused of breaching shareholder rights over rejected climate resolution
UK pension funds and investors managing €1trn in assets accuse BP of undermining shareholder rights after refusing to circulate a climate resolution at AGM
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NewsLocal authority forum calls for BP to show ‘genuine’ capital spending discipline
UK-based Local Authority Pension Fund Forum urges oil giant to justify increased exploration and capex amid warnings its future projects are increasingly uncompetitive
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NewsBP Pension Fund completes £1.6bn buy-in with L&G
L&G provided the fund with a Gilt-based price lock using the fund’s Gilt holdings
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NewsBP to repatriate Dutch pensions from Belgium
The fund is also considering a buyout to a Dutch insurer for its Belgium-based DB accruals
White papersFed may cut further, amid weaker employment
At its September meeting, the Fed cut the Fed Funds target range by 25bp to 4.00-4.25%, as expected. The Fed’s economic projections showed the median Fed Funds forecast shifting to a total of 75bp of cuts this year, implying a 25bp cut at each of the remaining two meetings. This is happening at a time when both the ECB and BoE left rates unchanged, thus providing opportunities for global fixed income investors to play central banks’ policy asynchrony.
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NewsAsset owners push oil giants on financial resilience strategy
Several UK local authority pension funds, alongside 23 other institutional investors, are asking Shell and BP to clarify strategies on how they protect shareholder value
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Opinion PiecesQuestions BP investors should ask themselves
A lot has happened in sustainable finance since the last AGM season: an energy crisis in Europe, an escalating legal campaign against ESG in the US, a credibility crisis for the world’s biggest net zero investment group, and ground-breaking political agreements to protect the planet’s natural resources and marine ecosystems.
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NewsVelliv divests BP, TotalEnergies, Shell in climate strategy rethink
Danish pension provider divests DKK3.4bn of upstream oil and gas stocks and bonds
White papersBP case study
BP has committed to become net-zero by 2050 or sooner, supported by a robust strategy to get there and market-leading disclosures. EOS continues to engage, following more than a decade of climatefocused engagement with the company.
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AnalysisAre shareholders finding it harder to make their voices heard?
A showdown at BP and changes at the SEC suggest companies are feeling empowered to snub investor requests
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NewsUK roundup: Brunel and NEST to vote against chair at BP AGM
Plus: Railpen-led investor group launches workforce directors guidance; Carillion completes buy-in deal with Just Group
White papersFed cuts, keeps a balanced tone
The Federal Reserve (Fed) reduced its target federal funds rate by 25bp at its December policy meeting. Chair Powell acknowledged that risks to both sides of the Fed’s dual mandate — inflation and labour markets — remain. However, we believe some signals from the Fed suggest labour markets are weaker than current data indicates.
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NewsNEST threatens chair votes over weakened climate plans
UK workplace pension scheme toughens voting policy, warning it may oppose board chairs over weakened climate strategies or blocked resolutions
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Bond investors can save up to 10bp on managers’ fees, says ClearGlass
‘Our advice to investors is: don’t accept the first or second offer, keep pushing and they will give you what you want,’ says Chris Sier
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AnalysisIPE Netherlands Briefing: First three funds get go-ahead for DC switch
Plus: BP pension fund is considering a buyout to a Dutch insurer for its Belgium-based DB accruals
White papers3-4 May FOMC meeting: 50bp interest rate hike is bullish for markets
Federal Open Market Committee (FOMC) and statement: On 4 May, the Federal Reserve (Fed) hiked the Fed funds rate by 50bp to 0.75-1.00%, the first back-to-back hike since the second quarter of 2006. The FOMC statement signaled the start of a series of rate hikes. The Fed downplayed the negative Q1 GDP data, while upgrading its inflation assessment.
White papersJanuary 2026 FOMC meeting: Policy rates on hold, nothing to see here
The Fed keeps rates unchanged, signaling patience as inflation cools and growth remains resilient.
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NewsDelta Lloyd pension fund agrees buyout with Zwitserleven
The closed €3bn pension scheme has secured 100% annual pension indexation for all its members
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BP chief economist suggests focus on prices rather than climate scenarios
Spencer Dale floats idea of ‘shortcutting’ use of scenarios and turning straight to price metrics




